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

To: bull_dozer who wrote (215255)	6/26/2025 9:47:31 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217553

from behind the curtain ... zerohedge.com Platinum’s Perfect Storm BY THE MARKET EAR FRIDAY, JUN 27, 2025 - 0:44 King Platinum Now well above the huge range... Source: LSEG Workspace Big golden cross Platinum 50 week crossing the 200 week. Source: LSEG Workspace The precious race Platinum leaving silver and gold way behind. Silver tried keeping up for a while, while gold has been stuck for months. Source: LSEG Workspace That was quick Platinum/gold ratio has exploded to the upside, actually reaching the longer term negative trend line as of writing... Source: LSEG Workspace South Africa matters Platinum production is highly geographically concentrated, with South Africa accounting for 70% of primary platinum production. Source: GS The ZAR connection Platinum vs ZAR inv has moved in close tandem for many years. ZAR as a platinum laggard play? Source: LSEG Workspace Chinese platinum imports "...shows a pick-up of platinum imports by China. Given the size of the gold vs the platinum market, even a very small crossover could have a significant impact on platinum balances. For instance, a 1% switch of gold jewellery to platinum could add 700 koz of demand. This would almost double the deficit to 1.6Moz". (BofA) Source: BofA Hydrogen economy Below is a breakdown of industrial demand for platinum. Demand for platinum hinges on the hydrogen economy. Source: Bernstein

To: bull_dozer who wrote (215255)	6/26/2025 11:25:40 PM
From: TobagoJack	Respond to of 217553

gold vs gold futures I thought I was hallucinating so I asked DeepSeek why is gold falling whilst gold futures rising, or am I seeing mirage? if I wish to add to physical gold funded by earlier profit from paper gold trades, now a good time, or wait? What about adding GDX / GDXJ / FNV longs to earlier shorted puts on same for scaling in ?