@lordolean (HotCrapper reply function being as functional as we have come to expect, again...)
Not disputing your first paragraph - just trying to be accurate.
"Long run Platinum is really a bet on China versus US"
This too is not accurate. It's more a bet against over-priced/popular/euphoric sectors - which mainly happen to be in the US. The disparity between the US and the rest of the world, is not just a story about China vs the US.
Ann: Funds Under Management - November 2022, page-11
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