dakyne

Precious Metals and Shipping: Some Recent Developments

Mark, hate to rain on your parade, but you were long commodities and metals at exactly the wrong time last summer--it's clear for all to see. How do you resolve that disconnect?

You keep mentioning the fundamentals from the supply side, without even a mention of the demand side, which is in destruction mode.

Of course, you will be right at some point in the future, but the question becomes when?