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18:14
Jan 30
Jan 30
Broad commodities in multiyear super-cycle
The recent gold and silver selloff is a healthy correction within a longer-term secular commodity bull market. He expects a full-blown commodity super-cycle over the next several years across precious metals, energy, and base/industrial metals, supported by geopolitical and physical supply risks, and he is positioning in copper, platinum, and iron ore miners as part of the build-the-future theme.
MED
21:09
Oct 06
Oct 06
Platinum rockets higher while stocks top.
Vermeulen says platinum and platinum miners have joined the late-cycle melt-up and, like gold, silver, and miners, can continue to rocket higher temporarily while the stock market stalls or tops. He treats it as a leveraged risk-on and late-cycle play, with the caveat that a broad stock-market collapse would eventually pull the whole complex down.
MED
About Platinum miners Investor Commentary
Across the available history and selected sources, Buzzberg tracks Platinum miners across 2 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Wasif Latif, Chris Vermeulen.