You Want to Know What’s Real? Look Underground
Materials are ripping while narratives collapse.
Look at what’s leading.
Palladium. Platinum. Silver. Copper.
These aren’t stories. These are signals. When industrial and precious metals lead, it’s telling you something. This isn’t hype—it’s rotation. And it won’t stop.
I’ve always been deep into philosophy. The kind that cuts to the bone. When I first read Atlas Shrugged, I didn’t care about politics. I cared about Hank Rearden. The man who forged something real while the world tried to tear him down. The moment he held that bar of Rearden Metal—his creation, built with blood, belief, and defiance—that image stayed with me. It had weight. Value. The opposite of noise.
That’s what copper feels like right now. What silver feels like. What every real asset feels like when the cycle turns. Copper just posted the highest monthly close in history. Silver’s breaking out. Platinum and palladium are ripping. These aren’t meme trades. They’re the foundation of a new regime.
Bond yields are rising. Grains are stalling. The dollar is breaking down. Capital is rotating where scarcity lives.
The economy is built on what you dig out of the ground—not what you print on a screen.
Palladium: Time to Double Down
We’ve already been long Sibanye Stillwater ($SBSW)—one of the few palladium miners with world-class assets. They mine the kind of stuff Ayn Rand would’ve written about. Hard, metallic, indispensable. The kind of company that disappears from headlines until it’s ripping 100% off the lows and everyone starts asking, "What just happened?"
That’s what’s happening now.
Palladium futures ($PA_F) just broke out to new 52-week highs. Clean base. Clean move. COT positioning shows a positioning unwind with more room to run.
If you missed the first entry, this is your second chance.