The race to decarbonise is leading governments to look at alternative energy sources such as hydrogen. From Boris Johnson’s 10-point plan for a “green industrial revolution”, to significant subsidies to Chinese fuel cell producers, hydrogen is set to continue to emerge as a major economic sector. Platinum is an irreplaceable component in both the energy production side as well as the fuel cell storage.

Ainslie Intelligence

Platinum the big winner from the “Green hydrogen” economy

Whilst we will most certainly look back in abject wonder at this current economic setup, whether we do so with glee or regret largely depends on how you position yourself now. Today we discuss a record divergence and present Julian Brigden’s call to buy platinum and silver now.

Brigden says Buy Platinum and Silver now!

It has been an exciting week for Bitcoin investors as the SEC approves the first Bitcoin futures backed ETF product. The market continued to rally on the news from a low of $54,370 US to a high of $62,503. At the weekly peak, prices were within $2,214 of the current all-time-high at $64,717.

A Historic Week for Crypto

Silver investors are often unaware of where it comes from and where it goes. Today we share a great info graphic from Visual Capitalist on where it comes from but first for some context before you read those numbers we look at what happened in the paper markets over the last week.

Silvers Global Supply Chain & Paper Promises

China, it seems, can’t grab a break. Amid the turmoil of the much talked about property crisis, the Chinese engine room, manufacturing, is showing signs of stress that may force Beijing’s hand on the monetary stimulus lever at the very worst time. We outline why and why this is a global issue, not just a Chinese one.

China (and globe) Hit With Surging Costs – Stagflation Cometh

The Bitcoin market has continued to show strength this week, with prices trading within a tight consolidation range, with a low at $53,657, and a high of $56,250. Following an impressive rally from the September lows, the market has managed to hold onto the gains whilst on-chain activity has commenced a welcome climb higher.

Crypto Market Strong at Highs

Whilst all focus on construction in the press appears to concentrate on COVID workplace restrictions, an even bigger threat is quietly building, and that is the supply and cost of materials.  With so much riding on construction in this country the lack of discourse on materials threatens a rude shock.

Aussie Construction Shutdown. Silicon the straw to break the back?

Yesterday we queried when silver may get caught up in the global supply chain squeeze affecting so many commodities right now. Today we put the demand and supply equation firmly into perspective particularly against the paper futures market positions arguably holding that price back.

Silver- ‘The world’s most undervalued commodity’

Clear and concerning signals out of China and the US are coinciding with a contemporary reminder of the impacts of abuse of a Fiat currency when Venezuela again just cut six zeros from the bolivar currency in response to hyperinflation.  We share some excellent insight into the state of play in the global monetary system.

Inflation & “Terminal Phase of Bubble Excess”

Manufacturers and producers fighting increasing cost pressures are increasingly resorting to ‘shrinkflation’, offering a marginally smaller version of the same product, at the same price. If changes are incremental, then consumers are unlikely to notice the difference. While unscrupulous sellers have sought to short change their hapless unsuspecting customers since the dawn of commerce, there is more and more evidence of the purchasing power of many currencies eroding.

Honey, they shrunk the groceries: Shrinkflation on the rise

Bitcoin's off-chain velocity is at an all-time high. Fiat currency with high velocity is normally a bad sign, but does that rule apply to crypto?

The Absolute Valuation Approach to Crypto Assets

Dallas Fed President Robert Kaplan and Boston Fed President Eric Rosengren have now resigned from their posts after being exposed by the Wall Street Journal for insider trading last week. Kaplan was found to have made major trades in companies such as Tesla, Amazon, Facebook and Johnson & Johnson. Rosengren invested in real estate trusts that dealt with the very mortgage backed bonds that have been bought up by the Fed aggressively in 2020.

Insider Trading at the Federal Reserve

The Bitcoin market experienced volatile downside price action this week, opening at $47,328 on Monday and sliding to a low of $39,876. The sell-off comes alongside continued pressure on the industry from regulators, a sell-off in equities markets, challenging conditions in Chinese debt markets, and yet another Bitcoin ban in China.

Crypto Market Rangebound – Where to Next?

While trending down from ATH of 125 from last year, the Gold-to-Silver Ratio (GSR) remains at an historically elevated level of 78 at current price levels. This means that you can trade in a single ounce of the yellow metal, and get more than two kilos of silver back. In dollar terms though, Silver is probably the only thing you can buy today for less than it was in 1980.

Is silver trading at a discount?

Capitol Hill Democrats are taking aim at U.S based mining projects with an 8% royalty fee on existing mines and 4% on new mines. The royalties are on precious metals as well as base metals such as copper and lithium. This added drag on mining would act as a headwind to already struggling metal supplies. 

Gold Miners to be hit in $3.5 trillion Spending Package

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