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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (172359)	5/26/2021 12:13:16 AM
From: sense	1 Recommendation Recommended By pak73 Read Replies (2) \| Respond to of 218863

No news flow whatsoever... On rhodium, what I have noted is my preferred explorers making a point of highlighting rhodium content in their PGE's. Saw that first at KVLQF... who resampled old drill core and found some high values... the reason I noted them. Recently, a similar note from PGEZF mentioning it as an item that would be carved out in the reporting of their exploration efforts this year... I note a couple of middlemen quite anxious to quote you a price... along with "by the way, you wouldn't happen to have any that you'd like to sell to us at that price... have you ?" They seem a tad lower than others I see. These guys have both a price and an opinion... "Rhodium futures have been trading above $27,500 an ounce level since April 6th, not far from a record peak of $29,800 an ounce touched in March on the back of growing demand from the auto industry due to increasingly stringent emissions regulations and as the market heads for the third consecutive year of a supply deficit. Car companies in Europe and China are using more rhodium to meet tougher clean-air legislation while supply from South Africa, the biggest producer, has been disrupted by the coronavirus pandemic and lack of investment in new mines over the past decades." On the "transitory" front: these guys, unconvincingly, know the price of palladium to the penny... but ruthenium, iridium and rhodium only within a $100 dollar increment. They do, however, contribute something more on the market perspective in this article: South African platinum rebound to push market into surplus, says Johnson Matthey That seems likely to explain why SBSW is drifting lower... having underperformed my expectations quiite handily, it got rotated back to the "wait for it pile"... the lack of news flow not justifying the lack of price support in the trade... but the market price being a bit of news flow in its own right... ? But, I have noted the same thing... about news flow on many fronts... on many subjects... Posted today about GTE... the Columbian oil company I bought at the bottom in 2020... which continues to languish now... back in "wait for it" mode. They put out a PR announcing they'd shut in oil wells because of the ongoing problems in Columbia... "due to unrest". I noted: "As has been widely reported in the media"... Yeah ? First I've heard of it... I wonder what else is "widely reported" that I've not heard a thing about ? i do think "news" also seems to be having "supply chain disruption issues"... GTE has been drifting lower for a while... even now, with oil prices up at $66... which should have them outperforming. Today we fiound out why... maybe... but, how long has this "unrest" been the problem ? I noted quite a few squirrel nests in the wires during trading today... variably delayed... or simply incorrect prices being reported by the same sources i always use in parallel... which generally are not in disagreement. But, today they were off... and you could easily see the influence it had on the trade... with "echoes' produced by the delays... but with one source, in particular, simply not reporting changes in prices in the SPX... allowing them to drift and wander while not reflecting moves of as much as up to 15 points... A new ploy in spoofing the trade... to report prices differently to different audiences ? Am I the only one who already doesn't trust any of them enough... to think it useful to keep multiple feeds up ? Anyway... It might well reflect a more general parallel in the information flows... as increasingly apparent in the rest of the economy... that things are just not working, now... I thiink that's the same thing I noted in China's having to throttle steel production... not because of pollution or commodity prices... but because no customers... The virus being "gone" (?) doesn't make things work, suddenly, again... The expectation that the economy would come roaring back... and things would quickly get back to "normal"... seems it is not working out. That's what I predicted, of course... so, not surprised... as it is the definition of fragility in mercantilst systems. They are intolerant of such shocks as that we've had... time arrows having a way of wandering and not re-synching that easily... as when the poles shift... and compasses fail due to the wander... unless corrections are made. But, of course, what if someone wants it "not fixed" ? It appears to me there may be an issue with the morons planning the "great reset"... beleiving it requires them to first destroy the world's economy... Not sure yet how Occam's Razor applies... re the intent. But, if the PM's shortages are all about "supply disruption"... and not about "you can't trust the bastards"... so more about supply issues, less about demand for "not fiat"... then you will see "transitory" used as a bludgeon to justify the abuses of trading in the PM's "soon" ? PAAS... a similar story... as JAGGF... underperformed due to Covid... that reducing supply... amplified by how many miners ? The problem is... you could explain away some of "transitory" as supply chain disruption... but that argument clearly does not work in relation to the supply of fiat... which iin tself drives the demand for "not"... Globalism... is fragile...