Gold, silver, and copper — the bridge between monetary hedge and industrial cycle.
Central bank accumulation architecture, real-rate inversion thesis, and the structural bull case for gold as the world fragments into competing monetary blocs. Supply constraints, mine economics, and sovereign reserve diversification analyzed.
Platinum at ~$2,000/oz with three consecutive structural supply-demand deficits. A strategic allocation framework for PGMs in the 2026 hard-asset rotation — mine economics, autocatalyst demand, and sovereign accumulation dynamics.
Electrification demand, AI data center copper intensity, mine supply constraints, and the structural case for HG futures — the critical metal of the energy transition and AI infrastructure build-out, analyzed through 2026.
