Aye F, the trading pattern here has been a little different last...

Aye F,
the trading pattern here has been a little different last few weeks and across the broader market as well.

I'd say folks are going to be positioning for the massive shift back to economic reality over virtue signalling wokey shite nonsense we've had the last few years which means hard assets front and center again.

You can'y just magic a metals shortfall by printing magic pieces of currency, those days are ending.


The above is a MASSIVE SHIFT that most haven't got their heads around last few years, whales did in Oct 2022 when POG AND interest rates both went up AT THE SAME TIME as a result.

Mainstream is catching on slowly, the flow on effects of real assets over UST's (any bits of paper really) will flow through into Cu shortly then the rest of the hard assets suite.

Something has shifted and my guess is it will accelerate from here on in.