GlobalAlpha

Options Trader: Wednesday Outlook

Phil, you mentioned that gold would be an interesting asset class, and I understand the rationale behind that
But wouldn't platinum at it's current level offer more potential upside? Despite the "industrial exposure" of platinum, it should still remain a reserve of value (maybe not in nominal terms if the severe deflationary shock continues, but at least relative to 95% of other asset classes). Plus there might be a Gold/Platinum price "recoupling" now that the negative auto industry demand shock has been seemingly priced in. What are you thoughts on that? Thanks a lot

globalalpha.blogspot.c...