Precious metals field note

MetalBrief research deskMay 18, 20262 min read

2024 Precious Metals Archive

Dated MetalBrief articles from 2024, organized as a crawlable archive page instead of one oversized all-articles index.

By MetalBrief Research Desk, Editorial research desk · Last reviewed: 2026-05-18

Dated MetalBrief articles from 2024, organized as a crawlable archive page instead of one oversized all-articles index.

Editor's read

What matters before the dashboard refresh

  • Archive scopeThis page collects 366 dated notes from 2024 so readers can scan one calendar year at a time.
  • Research useUse yearly archives for chronological review, then use topic hubs for metal-specific or workflow-specific research paths.
  • Current contextArchive articles are market-information notes.

01

Archive scope

This page collects 366 dated notes from 2024 so readers can scan one calendar year at a time.

02

Research use

Use yearly archives for chronological review, then use topic hubs for metal-specific or workflow-specific research paths.

03

Current context

Archive articles are market-information notes. Open the current dashboard before comparing a dated setup with today’s prices and ratios.

References

What this note is checked against

Editorial purpose

Why this page exists

This page is for people building repeatable decisions: what changed, what still holds, and what to verify before acting.

The read is built from 3 section checks, from our internal market snapshots, and a structured re-review workflow to keep conclusions linked to evidence.

It is designed for readers who want reliable context before adjusting risk, exposure, or execution timing.

This is intentionally non-prescriptive: it supports informed decisions, not personalized advice. If this is a live read, complete at least one contradiction check and one independent evidence check before changing position size.

You should finish with one explicit next action: monitor, stage, or request a re-check.

Desk checklist

How to use this note

  1. archive scope: Pause until level, timing, and confirmation stay aligned. Recheck at the next alert review and record the field that changed the read.
  2. research use: Use this as a risk-control test that can reduce size or delay action. Recheck at the current dashboard cycle and record the field that changed the read.
  3. current context: Use this as a cross-metal check before comparing products or vehicles. Recheck at the weekly review and record the field that changed the read.

Why this page exists

Written for repeatable metals research

Browse MetalBrief dated metals articles from 2024, including gold, silver, copper, platinum, palladium, ratio, premium, and portfolio notes. The useful trail is explicit: source freshness, confirming field, execution cost, and the condition that would make the read fail.

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2024 articles

2024-12-31

Physical Bullion Check: Coin-Recognition Premium - December 31, 2024

Retrospective December 31, 2024 archive note on coin-recognition premium, physical bullion signals, premiums, and allocation process. No live price claim.

2024-12-30

PGM Relative-Value Check: Substitution Economics - December 30, 2024

Retrospective December 30, 2024 archive note on substitution economics, pgm signals, premiums, and allocation process. No live price claim.

2024-12-29

Silver Ratio Check: Gold-Silver Ratio Compression - December 29, 2024

Retrospective December 29, 2024 archive note on gold-silver ratio compression, silver signals, premiums, and allocation process. No live price claim.

2024-12-28

Gold Macro Check: Auction-Day Yield Shock - December 28, 2024

Retrospective December 28, 2024 archive note on auction-day yield shock, gold signals, premiums, and allocation process. No live price claim.

2024-12-27

Metals Market-Structure Check: Settlement-Calendar Effect - December 27, 2024

Retrospective December 27, 2024 archive note on settlement-calendar effect, market structure signals, premiums, and allocation process. No live price claim.

2024-12-26

Metals Portfolio Check: Miner-Versus-Metal Boundary - December 26, 2024

Retrospective December 26, 2024 archive note on miner-versus-metal boundary, portfolio signals, premiums, and allocation process. No live price claim.

2024-12-25

Physical Bullion Check: IRA Custody Friction - December 25, 2024

Retrospective December 25, 2024 archive note on IRA custody friction, physical bullion signals, premiums, and allocation process. No live price claim.

2024-12-24

PGM Relative-Value Check: Diesel-Demand Overhang - December 24, 2024

Retrospective December 24, 2024 archive note on diesel-demand overhang, pgm signals, premiums, and allocation process. No live price claim.

2024-12-23

Silver Ratio Check: Mint-Bottleneck Premium - December 23, 2024

Retrospective December 23, 2024 archive note on mint-bottleneck premium, silver signals, premiums, and allocation process. No live price claim.

2024-12-22

Gold Macro Check: Reserve-Currency Stress - December 22, 2024

Retrospective December 22, 2024 archive note on reserve-currency stress, gold signals, premiums, and allocation process. No live price claim.

2024-12-21

Metals Market-Structure Check: Data-Source Label Risk - December 21, 2024

Retrospective December 21, 2024 archive note on data-source label risk, market structure signals, premiums, and allocation process. No live price claim.

2024-12-20

Metals Portfolio Check: Vehicle-Mix Audit - December 20, 2024

Retrospective December 20, 2024 archive note on vehicle-mix audit, portfolio signals, premiums, and allocation process. No live price claim.

2024-12-19

Physical Bullion Check: Bar-Size Tradeoff - December 19, 2024

Retrospective December 19, 2024 archive note on bar-size tradeoff, physical bullion signals, premiums, and allocation process. No live price claim.

2024-12-18

PGM Relative-Value Check: South African Supply Risk - December 18, 2024

Retrospective December 18, 2024 archive note on South African supply risk, pgm signals, premiums, and allocation process. No live price claim.

2024-12-17

Silver Ratio Check: Industrial-Demand Pulse - December 17, 2024

Retrospective December 17, 2024 archive note on industrial-demand pulse, silver signals, premiums, and allocation process. No live price claim.

2024-12-16

Gold Macro Check: Real-Yield Duration - December 16, 2024

Retrospective December 16, 2024 archive note on real-yield duration, gold signals, premiums, and allocation process. No live price claim.

2024-12-15

Metals Market-Structure Check: Volatility-Band Update - December 15, 2024

Retrospective December 15, 2024 archive note on volatility-band update, market structure signals, premiums, and allocation process. No live price claim.

2024-12-14

Metals Portfolio Check: Watchlist-Priority Rule - December 14, 2024

Retrospective December 14, 2024 archive note on watchlist-priority rule, portfolio signals, premiums, and allocation process. No live price claim.

2024-12-13

Physical Bullion Check: Counterfeit-Prevention Workflow - December 13, 2024

Retrospective December 13, 2024 archive note on counterfeit-prevention workflow, physical bullion signals, premiums, and allocation process. No live price claim.

2024-12-12

PGM Relative-Value Check: Gasoline-Catalyst Palladium - December 12, 2024

Retrospective December 12, 2024 archive note on gasoline-catalyst palladium, pgm signals, premiums, and allocation process. No live price claim.

2024-12-11

Silver Ratio Check: Round-Trip Silver Math - December 11, 2024

Retrospective December 11, 2024 archive note on round-trip silver math, silver signals, premiums, and allocation process. No live price claim.

2024-12-10

Gold Macro Check: Yield-Curve Regime - December 10, 2024

Retrospective December 10, 2024 archive note on yield-curve regime, gold signals, premiums, and allocation process. No live price claim.

2024-12-09

Metals Market-Structure Check: Roll-Yield Awareness - December 9, 2024

Retrospective December 9, 2024 archive note on roll-yield awareness, market structure signals, premiums, and allocation process. No live price claim.

2024-12-08

Metals Portfolio Check: Rebalance-Band Width - December 8, 2024

Retrospective December 8, 2024 archive note on rebalance-band width, portfolio signals, premiums, and allocation process. No live price claim.

2024-12-07

Physical Bullion Check: Secondary-Market Discount - December 7, 2024

Retrospective December 7, 2024 archive note on secondary-market discount, physical bullion signals, premiums, and allocation process. No live price claim.

2024-12-06

PGM Relative-Value Check: Russian Palladium Exposure - December 6, 2024

Retrospective December 6, 2024 archive note on Russian palladium exposure, pgm signals, premiums, and allocation process. No live price claim.

2024-12-05

Silver Ratio Check: Futures-Position Reset - December 5, 2024

Retrospective December 5, 2024 archive note on futures-position reset, silver signals, premiums, and allocation process. No live price claim.

2024-12-04

Gold Macro Check: Dollar-Pressure Filter - December 4, 2024

Retrospective December 4, 2024 archive note on dollar-pressure filter, gold signals, premiums, and allocation process. No live price claim.

2024-12-03

Metals Market-Structure Check: Order-Book Humility - December 3, 2024

Retrospective December 3, 2024 archive note on order-book humility, market structure signals, premiums, and allocation process. No live price claim.

2024-12-02

Metals Portfolio Check: Position-Sizing By Volatility - December 2, 2024

Retrospective December 2, 2024 archive note on position-sizing by volatility, portfolio signals, premiums, and allocation process. No live price claim.

2024-12-01

Physical Bullion Check: Local-Shop Liquidity - December 1, 2024

Retrospective December 1, 2024 archive note on local-shop liquidity, physical bullion signals, premiums, and allocation process. No live price claim.

2024-11-30

PGM Relative-Value Check: Inventory-Opacity Discount - November 30, 2024

Retrospective November 30, 2024 archive note on inventory-opacity discount, pgm signals, premiums, and allocation process. No live price claim.

2024-11-29

Silver Ratio Check: Breakout Failure Filter - November 29, 2024

Retrospective November 29, 2024 archive note on breakout failure filter, silver signals, premiums, and allocation process. No live price claim.

2024-11-28

Gold Macro Check: Liquidity-Window Risk - November 28, 2024

Retrospective November 28, 2024 archive note on liquidity-window risk, gold signals, premiums, and allocation process. No live price claim.

2024-11-27

Metals Market-Structure Check: Liquidity-Hour Filter - November 27, 2024

Retrospective November 27, 2024 archive note on liquidity-hour filter, market structure signals, premiums, and allocation process. No live price claim.

2024-11-26

Metals Portfolio Check: Drawdown Drill - November 26, 2024

Retrospective November 26, 2024 archive note on drawdown drill, portfolio signals, premiums, and allocation process. No live price claim.

2024-11-25

Physical Bullion Check: Storage-Cost Drag - November 25, 2024

Retrospective November 25, 2024 archive note on storage-cost drag, physical bullion signals, premiums, and allocation process. No live price claim.

2024-11-24

PGM Relative-Value Check: Recycling-Flow Drag - November 24, 2024

Retrospective November 24, 2024 archive note on recycling-flow drag, pgm signals, premiums, and allocation process. No live price claim.

2024-11-23

Silver Ratio Check: Coin-Premium Stretch - November 23, 2024

Retrospective November 23, 2024 archive note on coin-premium stretch, silver signals, premiums, and allocation process. No live price claim.

2024-11-22

Gold Macro Check: Central-Bank Reserve Bid - November 22, 2024

Retrospective November 22, 2024 archive note on central-bank reserve bid, gold signals, premiums, and allocation process. No live price claim.

2024-11-21

Metals Market-Structure Check: Spot-Futures Basis - November 21, 2024

Retrospective November 21, 2024 archive note on spot-futures basis, market structure signals, premiums, and allocation process. No live price claim.

2024-11-20

Metals Portfolio Check: Quarterly-Review Packet - November 20, 2024

Retrospective November 20, 2024 archive note on quarterly-review packet, portfolio signals, premiums, and allocation process. No live price claim.

2024-11-19

Physical Bullion Check: Auction-Premium Risk - November 19, 2024

Retrospective November 19, 2024 archive note on auction-premium risk, physical bullion signals, premiums, and allocation process. No live price claim.

2024-11-18

PGM Relative-Value Check: Basket-Spread Discipline - November 18, 2024

Retrospective November 18, 2024 archive note on basket-spread discipline, pgm signals, premiums, and allocation process. No live price claim.

2024-11-17

Silver Ratio Check: ETF-Versus-Physical Split - November 17, 2024

Retrospective November 17, 2024 archive note on ETF-versus-physical split, silver signals, premiums, and allocation process. No live price claim.

2024-11-16

Gold Macro Check: Miner-Margin Crosscheck - November 16, 2024

Retrospective November 16, 2024 archive note on miner-margin crosscheck, gold signals, premiums, and allocation process. No live price claim.

2024-11-15

Metals Market-Structure Check: Support-Resistance Hygiene - November 15, 2024

Retrospective November 15, 2024 archive note on support-resistance hygiene, market structure signals, premiums, and allocation process. No live price claim.

2024-11-14

Metals Portfolio Check: Income-Need Filter - November 14, 2024

Retrospective November 14, 2024 archive note on income-need filter, portfolio signals, premiums, and allocation process. No live price claim.

2024-11-13

Physical Bullion Check: Home-Custody Protocol - November 13, 2024

Retrospective November 13, 2024 archive note on home-custody protocol, physical bullion signals, premiums, and allocation process. No live price claim.

2024-11-12

PGM Relative-Value Check: Hydrogen-Demand Optionality - November 12, 2024

Retrospective November 12, 2024 archive note on hydrogen-demand optionality, pgm signals, premiums, and allocation process. No live price claim.

2024-11-11

Silver Ratio Check: Solar-Installation Sensitivity - November 11, 2024

Retrospective November 11, 2024 archive note on solar-installation sensitivity, silver signals, premiums, and allocation process. No live price claim.

2024-11-10

Gold Macro Check: ETF-Flow Confirmation - November 10, 2024

Retrospective November 10, 2024 archive note on ETF-flow confirmation, gold signals, premiums, and allocation process. No live price claim.

2024-11-09

Metals Market-Structure Check: Contango-Backwardation Read - November 9, 2024

Retrospective November 9, 2024 archive note on contango-backwardation read, market structure signals, premiums, and allocation process. No live price claim.

2024-11-08

Metals Portfolio Check: Allocation-Drift Trigger - November 8, 2024

Retrospective November 8, 2024 archive note on allocation-drift trigger, portfolio signals, premiums, and allocation process. No live price claim.

2024-11-07

Physical Bullion Check: Panic-Premium Fade - November 7, 2024

Retrospective November 7, 2024 archive note on panic-premium fade, physical bullion signals, premiums, and allocation process. No live price claim.

2024-11-06

PGM Relative-Value Check: China-Auto Signal - November 6, 2024

Retrospective November 6, 2024 archive note on China-auto signal, pgm signals, premiums, and allocation process. No live price claim.

2024-11-05

Silver Ratio Check: Reflation-Beta Test - November 5, 2024

Retrospective November 5, 2024 archive note on reflation-beta test, silver signals, premiums, and allocation process. No live price claim.

2024-11-04

Gold Macro Check: Lease-Rate Pressure - November 4, 2024

Retrospective November 4, 2024 archive note on lease-rate pressure, gold signals, premiums, and allocation process. No live price claim.

2024-11-03

Metals Market-Structure Check: RSI-Failure Mode - November 3, 2024

Retrospective November 3, 2024 archive note on RSI-failure mode, market structure signals, premiums, and allocation process. No live price claim.

2024-11-02

Metals Portfolio Check: Beneficiary-Record Check - November 2, 2024

Retrospective November 2, 2024 archive note on beneficiary-record check, portfolio signals, premiums, and allocation process. No live price claim.

2024-11-01

Physical Bullion Check: Assay-Card Dependence - November 1, 2024

Retrospective November 1, 2024 archive note on assay-card dependence, physical bullion signals, premiums, and allocation process. No live price claim.

2024-10-31

PGM Relative-Value Check: Gold-Platinum Inversion - October 31, 2024

Retrospective October 31, 2024 archive note on gold-platinum inversion, pgm signals, premiums, and allocation process. No live price claim.

2024-10-30

Silver Ratio Check: Inventory Drawdown Signal - October 30, 2024

Retrospective October 30, 2024 archive note on inventory drawdown signal, silver signals, premiums, and allocation process. No live price claim.

2024-10-29

Gold Macro Check: Policy-Pause Sensitivity - October 29, 2024

Retrospective October 29, 2024 archive note on policy-pause sensitivity, gold signals, premiums, and allocation process. No live price claim.

2024-10-28

Metals Market-Structure Check: ETF-Premium Discount - October 28, 2024

Retrospective October 28, 2024 archive note on ETF-premium discount, market structure signals, premiums, and allocation process. No live price claim.

2024-10-27

Metals Portfolio Check: Alert-Ladder Design - October 27, 2024

Retrospective October 27, 2024 archive note on alert-ladder design, portfolio signals, premiums, and allocation process. No live price claim.

2024-10-26

Physical Bullion Check: Delivered-Cost Math - October 26, 2024

Retrospective October 26, 2024 archive note on delivered-cost math, physical bullion signals, premiums, and allocation process. No live price claim.

2024-10-25

PGM Relative-Value Check: Industrial-Recession Filter - October 25, 2024

Retrospective October 25, 2024 archive note on industrial-recession filter, pgm signals, premiums, and allocation process. No live price claim.

2024-10-24

Silver Ratio Check: Dealer-Buyback Depth - October 24, 2024

Retrospective October 24, 2024 archive note on dealer-buyback depth, silver signals, premiums, and allocation process. No live price claim.

2024-10-23

Gold Macro Check: Real-Asset Rotation - October 23, 2024

Retrospective October 23, 2024 archive note on real-asset rotation, gold signals, premiums, and allocation process. No live price claim.

2024-10-22

Metals Market-Structure Check: Headline-Lag Risk - October 22, 2024

Retrospective October 22, 2024 archive note on headline-lag risk, market structure signals, premiums, and allocation process. No live price claim.

2024-10-21

Metals Portfolio Check: Premium-Adjusted Allocation - October 21, 2024

Retrospective October 21, 2024 archive note on premium-adjusted allocation, portfolio signals, premiums, and allocation process. No live price claim.

2024-10-20

Physical Bullion Check: Payment-Method Spread - October 20, 2024

Retrospective October 20, 2024 archive note on payment-method spread, physical bullion signals, premiums, and allocation process. No live price claim.

2024-10-19

PGM Relative-Value Check: Lease-Rate Squeeze - October 19, 2024

Retrospective October 19, 2024 archive note on lease-rate squeeze, pgm signals, premiums, and allocation process. No live price claim.

2024-10-18

Silver Ratio Check: Volatility-Adjusted Sizing - October 18, 2024

Retrospective October 18, 2024 archive note on volatility-adjusted sizing, silver signals, premiums, and allocation process. No live price claim.

2024-10-17

Gold Macro Check: Geopolitical-Premium Fade - October 17, 2024

Retrospective October 17, 2024 archive note on geopolitical-premium fade, gold signals, premiums, and allocation process. No live price claim.

2024-10-16

Metals Market-Structure Check: COMEX-Delivery Watch - October 16, 2024

Retrospective October 16, 2024 archive note on COMEX-delivery watch, market structure signals, premiums, and allocation process. No live price claim.

2024-10-15

Metals Portfolio Check: Cash-Buffer Role - October 15, 2024

Retrospective October 15, 2024 archive note on cash-buffer role, portfolio signals, premiums, and allocation process. No live price claim.

2024-10-14

Physical Bullion Check: Dealer-Buyback Spread - October 14, 2024

Retrospective October 14, 2024 archive note on dealer-buyback spread, physical bullion signals, premiums, and allocation process. No live price claim.

2024-10-13

PGM Relative-Value Check: Autocatalyst Demand - October 13, 2024

Retrospective October 13, 2024 archive note on autocatalyst demand, pgm signals, premiums, and allocation process. No live price claim.

2024-10-12

Silver Ratio Check: Seasonal-Demand Noise - October 12, 2024

Retrospective October 12, 2024 archive note on seasonal-demand noise, silver signals, premiums, and allocation process. No live price claim.

2024-10-11

Gold Macro Check: Credit-Spread Stress - October 11, 2024

Retrospective October 11, 2024 archive note on credit-spread stress, gold signals, premiums, and allocation process. No live price claim.

2024-10-10

Metals Market-Structure Check: Cross-Venue Quote Check - October 10, 2024

Retrospective October 10, 2024 archive note on cross-venue quote check, market structure signals, premiums, and allocation process. No live price claim.

2024-10-09

Metals Portfolio Check: Correlation-Regime Review - October 9, 2024

Retrospective October 9, 2024 archive note on correlation-regime review, portfolio signals, premiums, and allocation process. No live price claim.

2024-10-08

Physical Bullion Check: Sales-Tax Threshold - October 8, 2024

Retrospective October 8, 2024 archive note on sales-tax threshold, physical bullion signals, premiums, and allocation process. No live price claim.

2024-10-07

PGM Relative-Value Check: ETF Liquidity Gap - October 7, 2024

Retrospective October 7, 2024 archive note on ETF liquidity gap, pgm signals, premiums, and allocation process. No live price claim.

2024-10-06

Silver Ratio Check: Base-Metal Confirmation - October 6, 2024

Retrospective October 6, 2024 archive note on base-metal confirmation, silver signals, premiums, and allocation process. No live price claim.

2024-10-05

Gold Macro Check: Inflation-Surprise Check - October 5, 2024

Retrospective October 5, 2024 archive note on inflation-surprise check, gold signals, premiums, and allocation process. No live price claim.

2024-10-04

Metals Market-Structure Check: LBMA-Reference Discipline - October 4, 2024

Retrospective October 4, 2024 archive note on LBMA-reference discipline, market structure signals, premiums, and allocation process. No live price claim.

2024-10-03

Metals Portfolio Check: Tax-Lot Awareness - October 3, 2024

Retrospective October 3, 2024 archive note on tax-lot awareness, portfolio signals, premiums, and allocation process. No live price claim.

2024-10-02

Physical Bullion Check: Coin-Recognition Premium - October 2, 2024

Retrospective October 2, 2024 archive note on coin-recognition premium, physical bullion signals, premiums, and allocation process. No live price claim.

2024-10-01

PGM Relative-Value Check: Substitution Economics - October 1, 2024

Retrospective October 1, 2024 archive note on substitution economics, pgm signals, premiums, and allocation process. No live price claim.

2024-09-30

Silver Ratio Check: Gold-Silver Ratio Compression - September 30, 2024

Retrospective September 30, 2024 archive note on gold-silver ratio compression, silver signals, premiums, and allocation process. No live price claim.

2024-09-29

Gold Macro Check: Auction-Day Yield Shock - September 29, 2024

Retrospective September 29, 2024 archive note on auction-day yield shock, gold signals, premiums, and allocation process. No live price claim.

2024-09-28

Metals Market-Structure Check: Settlement-Calendar Effect - September 28, 2024

Retrospective September 28, 2024 archive note on settlement-calendar effect, market structure signals, premiums, and allocation process. No live price claim.

2024-09-27

Metals Portfolio Check: Miner-Versus-Metal Boundary - September 27, 2024

Retrospective September 27, 2024 archive note on miner-versus-metal boundary, portfolio signals, premiums, and allocation process. No live price claim.

2024-09-26

Physical Bullion Check: IRA Custody Friction - September 26, 2024

Retrospective September 26, 2024 archive note on IRA custody friction, physical bullion signals, premiums, and allocation process. No live price claim.

2024-09-25

PGM Relative-Value Check: Diesel-Demand Overhang - September 25, 2024

Retrospective September 25, 2024 archive note on diesel-demand overhang, pgm signals, premiums, and allocation process. No live price claim.

2024-09-24

Silver Ratio Check: Mint-Bottleneck Premium - September 24, 2024

Retrospective September 24, 2024 archive note on mint-bottleneck premium, silver signals, premiums, and allocation process. No live price claim.

2024-09-23

Gold Macro Check: Reserve-Currency Stress - September 23, 2024

Retrospective September 23, 2024 archive note on reserve-currency stress, gold signals, premiums, and allocation process. No live price claim.

2024-09-22

Metals Market-Structure Check: Data-Source Label Risk - September 22, 2024

Retrospective September 22, 2024 archive note on data-source label risk, market structure signals, premiums, and allocation process. No live price claim.

2024-09-21

Metals Portfolio Check: Vehicle-Mix Audit - September 21, 2024

Retrospective September 21, 2024 archive note on vehicle-mix audit, portfolio signals, premiums, and allocation process. No live price claim.

2024-09-20

Physical Bullion Check: Bar-Size Tradeoff - September 20, 2024

Retrospective September 20, 2024 archive note on bar-size tradeoff, physical bullion signals, premiums, and allocation process. No live price claim.

2024-09-19

PGM Relative-Value Check: South African Supply Risk - September 19, 2024

Retrospective September 19, 2024 archive note on South African supply risk, pgm signals, premiums, and allocation process. No live price claim.

2024-09-18

Silver Ratio Check: Industrial-Demand Pulse - September 18, 2024

Retrospective September 18, 2024 archive note on industrial-demand pulse, silver signals, premiums, and allocation process. No live price claim.

2024-09-17

Gold Macro Check: Real-Yield Duration - September 17, 2024

Retrospective September 17, 2024 archive note on real-yield duration, gold signals, premiums, and allocation process. No live price claim.

2024-09-16

Metals Market-Structure Check: Volatility-Band Update - September 16, 2024

Retrospective September 16, 2024 archive note on volatility-band update, market structure signals, premiums, and allocation process. No live price claim.

2024-09-15

Metals Portfolio Check: Watchlist-Priority Rule - September 15, 2024

Retrospective September 15, 2024 archive note on watchlist-priority rule, portfolio signals, premiums, and allocation process. No live price claim.

2024-09-14

Physical Bullion Check: Counterfeit-Prevention Workflow - September 14, 2024

Retrospective September 14, 2024 archive note on counterfeit-prevention workflow, physical bullion signals, premiums, and allocation process. No live price claim.

2024-09-13

PGM Relative-Value Check: Gasoline-Catalyst Palladium - September 13, 2024

Retrospective September 13, 2024 archive note on gasoline-catalyst palladium, pgm signals, premiums, and allocation process. No live price claim.

2024-09-12

Silver Ratio Check: Round-Trip Silver Math - September 12, 2024

Retrospective September 12, 2024 archive note on round-trip silver math, silver signals, premiums, and allocation process. No live price claim.

2024-09-11

Gold Macro Check: Yield-Curve Regime - September 11, 2024

Retrospective September 11, 2024 archive note on yield-curve regime, gold signals, premiums, and allocation process. No live price claim.

2024-09-10

Metals Market-Structure Check: Roll-Yield Awareness - September 10, 2024

Retrospective September 10, 2024 archive note on roll-yield awareness, market structure signals, premiums, and allocation process. No live price claim.

2024-09-09

Metals Portfolio Check: Rebalance-Band Width - September 9, 2024

Retrospective September 9, 2024 archive note on rebalance-band width, portfolio signals, premiums, and allocation process. No live price claim.

2024-09-08

Physical Bullion Check: Secondary-Market Discount - September 8, 2024

Retrospective September 8, 2024 archive note on secondary-market discount, physical bullion signals, premiums, and allocation process. No live price claim.

2024-09-07

PGM Relative-Value Check: Russian Palladium Exposure - September 7, 2024

Retrospective September 7, 2024 archive note on Russian palladium exposure, pgm signals, premiums, and allocation process. No live price claim.

2024-09-06

Silver Ratio Check: Futures-Position Reset - September 6, 2024

Retrospective September 6, 2024 archive note on futures-position reset, silver signals, premiums, and allocation process. No live price claim.

2024-09-05

Gold Macro Check: Dollar-Pressure Filter - September 5, 2024

Retrospective September 5, 2024 archive note on dollar-pressure filter, gold signals, premiums, and allocation process. No live price claim.

2024-09-04

Metals Market-Structure Check: Order-Book Humility - September 4, 2024

Retrospective September 4, 2024 archive note on order-book humility, market structure signals, premiums, and allocation process. No live price claim.

2024-09-03

Metals Portfolio Check: Position-Sizing By Volatility - September 3, 2024

Retrospective September 3, 2024 archive note on position-sizing by volatility, portfolio signals, premiums, and allocation process. No live price claim.

2024-09-02

Physical Bullion Check: Local-Shop Liquidity - September 2, 2024

Retrospective September 2, 2024 archive note on local-shop liquidity, physical bullion signals, premiums, and allocation process. No live price claim.

2024-09-01

PGM Relative-Value Check: Inventory-Opacity Discount - September 1, 2024

Retrospective September 1, 2024 archive note on inventory-opacity discount, pgm signals, premiums, and allocation process. No live price claim.

2024-08-31

Silver Ratio Check: Breakout Failure Filter - August 31, 2024

Retrospective August 31, 2024 archive note on breakout failure filter, silver signals, premiums, and allocation process. No live price claim.

2024-08-30

Gold Macro Check: Liquidity-Window Risk - August 30, 2024

Retrospective August 30, 2024 archive note on liquidity-window risk, gold signals, premiums, and allocation process. No live price claim.

2024-08-29

Metals Market-Structure Check: Liquidity-Hour Filter - August 29, 2024

Retrospective August 29, 2024 archive note on liquidity-hour filter, market structure signals, premiums, and allocation process. No live price claim.

2024-08-28

Metals Portfolio Check: Drawdown Drill - August 28, 2024

Retrospective August 28, 2024 archive note on drawdown drill, portfolio signals, premiums, and allocation process. No live price claim.

2024-08-27

Physical Bullion Check: Storage-Cost Drag - August 27, 2024

Retrospective August 27, 2024 archive note on storage-cost drag, physical bullion signals, premiums, and allocation process. No live price claim.

2024-08-26

PGM Relative-Value Check: Recycling-Flow Drag - August 26, 2024

Retrospective August 26, 2024 archive note on recycling-flow drag, pgm signals, premiums, and allocation process. No live price claim.

2024-08-25

Silver Ratio Check: Coin-Premium Stretch - August 25, 2024

Retrospective August 25, 2024 archive note on coin-premium stretch, silver signals, premiums, and allocation process. No live price claim.

2024-08-24

Gold Macro Check: Central-Bank Reserve Bid - August 24, 2024

Retrospective August 24, 2024 archive note on central-bank reserve bid, gold signals, premiums, and allocation process. No live price claim.

2024-08-23

Metals Market-Structure Check: Spot-Futures Basis - August 23, 2024

Retrospective August 23, 2024 archive note on spot-futures basis, market structure signals, premiums, and allocation process. No live price claim.

2024-08-22

Metals Portfolio Check: Quarterly-Review Packet - August 22, 2024

Retrospective August 22, 2024 archive note on quarterly-review packet, portfolio signals, premiums, and allocation process. No live price claim.

2024-08-21

Physical Bullion Check: Auction-Premium Risk - August 21, 2024

Retrospective August 21, 2024 archive note on auction-premium risk, physical bullion signals, premiums, and allocation process. No live price claim.

2024-08-20

PGM Relative-Value Check: Basket-Spread Discipline - August 20, 2024

Retrospective August 20, 2024 archive note on basket-spread discipline, pgm signals, premiums, and allocation process. No live price claim.

2024-08-19

Silver Ratio Check: ETF-Versus-Physical Split - August 19, 2024

Retrospective August 19, 2024 archive note on ETF-versus-physical split, silver signals, premiums, and allocation process. No live price claim.

2024-08-18

Gold Macro Check: Miner-Margin Crosscheck - August 18, 2024

Retrospective August 18, 2024 archive note on miner-margin crosscheck, gold signals, premiums, and allocation process. No live price claim.

2024-08-17

Metals Market-Structure Check: Support-Resistance Hygiene - August 17, 2024

Retrospective August 17, 2024 archive note on support-resistance hygiene, market structure signals, premiums, and allocation process. No live price claim.

2024-08-16

Metals Portfolio Check: Income-Need Filter - August 16, 2024

Retrospective August 16, 2024 archive note on income-need filter, portfolio signals, premiums, and allocation process. No live price claim.

2024-08-15

Physical Bullion Check: Home-Custody Protocol - August 15, 2024

Retrospective August 15, 2024 archive note on home-custody protocol, physical bullion signals, premiums, and allocation process. No live price claim.

2024-08-14

PGM Relative-Value Check: Hydrogen-Demand Optionality - August 14, 2024

Retrospective August 14, 2024 archive note on hydrogen-demand optionality, pgm signals, premiums, and allocation process. No live price claim.

2024-08-13

Silver Ratio Check: Solar-Installation Sensitivity - August 13, 2024

Retrospective August 13, 2024 archive note on solar-installation sensitivity, silver signals, premiums, and allocation process. No live price claim.

2024-08-12

Gold Macro Check: ETF-Flow Confirmation - August 12, 2024

Retrospective August 12, 2024 archive note on ETF-flow confirmation, gold signals, premiums, and allocation process. No live price claim.

2024-08-11

Metals Market-Structure Check: Contango-Backwardation Read - August 11, 2024

Retrospective August 11, 2024 archive note on contango-backwardation read, market structure signals, premiums, and allocation process. No live price claim.

2024-08-10

Metals Portfolio Check: Allocation-Drift Trigger - August 10, 2024

Retrospective August 10, 2024 archive note on allocation-drift trigger, portfolio signals, premiums, and allocation process. No live price claim.

2024-08-09

Physical Bullion Check: Panic-Premium Fade - August 9, 2024

Retrospective August 9, 2024 archive note on panic-premium fade, physical bullion signals, premiums, and allocation process. No live price claim.

2024-08-08

PGM Relative-Value Check: China-Auto Signal - August 8, 2024

Retrospective August 8, 2024 archive note on China-auto signal, pgm signals, premiums, and allocation process. No live price claim.

2024-08-07

Silver Ratio Check: Reflation-Beta Test - August 7, 2024

Retrospective August 7, 2024 archive note on reflation-beta test, silver signals, premiums, and allocation process. No live price claim.

2024-08-06

Gold Macro Check: Lease-Rate Pressure - August 6, 2024

Retrospective August 6, 2024 archive note on lease-rate pressure, gold signals, premiums, and allocation process. No live price claim.

2024-08-05

Metals Market-Structure Check: RSI-Failure Mode - August 5, 2024

Retrospective August 5, 2024 archive note on RSI-failure mode, market structure signals, premiums, and allocation process. No live price claim.

2024-08-04

Metals Portfolio Check: Beneficiary-Record Check - August 4, 2024

Retrospective August 4, 2024 archive note on beneficiary-record check, portfolio signals, premiums, and allocation process. No live price claim.

2024-08-03

Physical Bullion Check: Assay-Card Dependence - August 3, 2024

Retrospective August 3, 2024 archive note on assay-card dependence, physical bullion signals, premiums, and allocation process. No live price claim.

2024-08-02

PGM Relative-Value Check: Gold-Platinum Inversion - August 2, 2024

Retrospective August 2, 2024 archive note on gold-platinum inversion, pgm signals, premiums, and allocation process. No live price claim.

2024-08-01

Silver Ratio Check: Inventory Drawdown Signal - August 1, 2024

Retrospective August 1, 2024 archive note on inventory drawdown signal, silver signals, premiums, and allocation process. No live price claim.

2024-07-31

Gold Macro Check: Policy-Pause Sensitivity - July 31, 2024

Retrospective July 31, 2024 archive note on policy-pause sensitivity, gold signals, premiums, and allocation process. No live price claim.

2024-07-30

Metals Market-Structure Check: ETF-Premium Discount - July 30, 2024

Retrospective July 30, 2024 archive note on ETF-premium discount, market structure signals, premiums, and allocation process. No live price claim.

2024-07-29

Metals Portfolio Check: Alert-Ladder Design - July 29, 2024

Retrospective July 29, 2024 archive note on alert-ladder design, portfolio signals, premiums, and allocation process. No live price claim.

2024-07-28

Physical Bullion Check: Delivered-Cost Math - July 28, 2024

Retrospective July 28, 2024 archive note on delivered-cost math, physical bullion signals, premiums, and allocation process. No live price claim.

2024-07-27

PGM Relative-Value Check: Industrial-Recession Filter - July 27, 2024

Retrospective July 27, 2024 archive note on industrial-recession filter, pgm signals, premiums, and allocation process. No live price claim.

2024-07-26

Silver Ratio Check: Dealer-Buyback Depth - July 26, 2024

Retrospective July 26, 2024 archive note on dealer-buyback depth, silver signals, premiums, and allocation process. No live price claim.

2024-07-25

Gold Macro Check: Real-Asset Rotation - July 25, 2024

Retrospective July 25, 2024 archive note on real-asset rotation, gold signals, premiums, and allocation process. No live price claim.

2024-07-24

Metals Market-Structure Check: Headline-Lag Risk - July 24, 2024

Retrospective July 24, 2024 archive note on headline-lag risk, market structure signals, premiums, and allocation process. No live price claim.

2024-07-23

Metals Portfolio Check: Premium-Adjusted Allocation - July 23, 2024

Retrospective July 23, 2024 archive note on premium-adjusted allocation, portfolio signals, premiums, and allocation process. No live price claim.

2024-07-22

Physical Bullion Check: Payment-Method Spread - July 22, 2024

Retrospective July 22, 2024 archive note on payment-method spread, physical bullion signals, premiums, and allocation process. No live price claim.

2024-07-21

PGM Relative-Value Check: Lease-Rate Squeeze - July 21, 2024

Retrospective July 21, 2024 archive note on lease-rate squeeze, pgm signals, premiums, and allocation process. No live price claim.

2024-07-20

Silver Ratio Check: Volatility-Adjusted Sizing - July 20, 2024

Retrospective July 20, 2024 archive note on volatility-adjusted sizing, silver signals, premiums, and allocation process. No live price claim.

2024-07-19

Gold Macro Check: Geopolitical-Premium Fade - July 19, 2024

Retrospective July 19, 2024 archive note on geopolitical-premium fade, gold signals, premiums, and allocation process. No live price claim.

2024-07-18

Metals Market-Structure Check: COMEX-Delivery Watch - July 18, 2024

Retrospective July 18, 2024 archive note on COMEX-delivery watch, market structure signals, premiums, and allocation process. No live price claim.

2024-07-17

Metals Portfolio Check: Cash-Buffer Role - July 17, 2024

Retrospective July 17, 2024 archive note on cash-buffer role, portfolio signals, premiums, and allocation process. No live price claim.

2024-07-16

Physical Bullion Check: Dealer-Buyback Spread - July 16, 2024

Retrospective July 16, 2024 archive note on dealer-buyback spread, physical bullion signals, premiums, and allocation process. No live price claim.

2024-07-15

PGM Relative-Value Check: Autocatalyst Demand - July 15, 2024

Retrospective July 15, 2024 archive note on autocatalyst demand, pgm signals, premiums, and allocation process. No live price claim.

2024-07-14

Silver Ratio Check: Seasonal-Demand Noise - July 14, 2024

Retrospective July 14, 2024 archive note on seasonal-demand noise, silver signals, premiums, and allocation process. No live price claim.

2024-07-13

Gold Macro Check: Credit-Spread Stress - July 13, 2024

Retrospective July 13, 2024 archive note on credit-spread stress, gold signals, premiums, and allocation process. No live price claim.

2024-07-12

Metals Market-Structure Check: Cross-Venue Quote Check - July 12, 2024

Retrospective July 12, 2024 archive note on cross-venue quote check, market structure signals, premiums, and allocation process. No live price claim.

2024-07-11

Metals Portfolio Check: Correlation-Regime Review - July 11, 2024

Retrospective July 11, 2024 archive note on correlation-regime review, portfolio signals, premiums, and allocation process. No live price claim.

2024-07-10

Physical Bullion Check: Sales-Tax Threshold - July 10, 2024

Retrospective July 10, 2024 archive note on sales-tax threshold, physical bullion signals, premiums, and allocation process. No live price claim.

2024-07-09

PGM Relative-Value Check: ETF Liquidity Gap - July 9, 2024

Retrospective July 9, 2024 archive note on ETF liquidity gap, pgm signals, premiums, and allocation process. No live price claim.

2024-07-08

Silver Ratio Check: Base-Metal Confirmation - July 8, 2024

Retrospective July 8, 2024 archive note on base-metal confirmation, silver signals, premiums, and allocation process. No live price claim.

2024-07-07

Gold Macro Check: Inflation-Surprise Check - July 7, 2024

Retrospective July 7, 2024 archive note on inflation-surprise check, gold signals, premiums, and allocation process. No live price claim.

2024-07-06

Metals Market-Structure Check: LBMA-Reference Discipline - July 6, 2024

Retrospective July 6, 2024 archive note on LBMA-reference discipline, market structure signals, premiums, and allocation process. No live price claim.

2024-07-05

Metals Portfolio Check: Tax-Lot Awareness - July 5, 2024

Retrospective July 5, 2024 archive note on tax-lot awareness, portfolio signals, premiums, and allocation process. No live price claim.

2024-07-04

Physical Bullion Check: Coin-Recognition Premium - July 4, 2024

Retrospective July 4, 2024 archive note on coin-recognition premium, physical bullion signals, premiums, and allocation process. No live price claim.

2024-07-03

PGM Relative-Value Check: Substitution Economics - July 3, 2024

Retrospective July 3, 2024 archive note on substitution economics, pgm signals, premiums, and allocation process. No live price claim.

2024-07-02

Silver Ratio Check: Gold-Silver Ratio Compression - July 2, 2024

Retrospective July 2, 2024 archive note on gold-silver ratio compression, silver signals, premiums, and allocation process. No live price claim.

2024-07-01

Gold Macro Check: Auction-Day Yield Shock - July 1, 2024

Retrospective July 1, 2024 archive note on auction-day yield shock, gold signals, premiums, and allocation process. No live price claim.

2024-06-30

Metals Market-Structure Check: Settlement-Calendar Effect - June 30, 2024

Retrospective June 30, 2024 archive note on settlement-calendar effect, market structure signals, premiums, and allocation process. No live price claim.

2024-06-29

Metals Portfolio Check: Miner-Versus-Metal Boundary - June 29, 2024

Retrospective June 29, 2024 archive note on miner-versus-metal boundary, portfolio signals, premiums, and allocation process. No live price claim.

2024-06-28

Physical Bullion Check: IRA Custody Friction - June 28, 2024

Retrospective June 28, 2024 archive note on IRA custody friction, physical bullion signals, premiums, and allocation process. No live price claim.

2024-06-27

PGM Relative-Value Check: Diesel-Demand Overhang - June 27, 2024

Retrospective June 27, 2024 archive note on diesel-demand overhang, pgm signals, premiums, and allocation process. No live price claim.

2024-06-26

Silver Ratio Check: Mint-Bottleneck Premium - June 26, 2024

Retrospective June 26, 2024 archive note on mint-bottleneck premium, silver signals, premiums, and allocation process. No live price claim.

2024-06-25

Gold Macro Check: Reserve-Currency Stress - June 25, 2024

Retrospective June 25, 2024 archive note on reserve-currency stress, gold signals, premiums, and allocation process. No live price claim.

2024-06-24

Metals Market-Structure Check: Data-Source Label Risk - June 24, 2024

Retrospective June 24, 2024 archive note on data-source label risk, market structure signals, premiums, and allocation process. No live price claim.

2024-06-23

Metals Portfolio Check: Vehicle-Mix Audit - June 23, 2024

Retrospective June 23, 2024 archive note on vehicle-mix audit, portfolio signals, premiums, and allocation process. No live price claim.

2024-06-22

Physical Bullion Check: Bar-Size Tradeoff - June 22, 2024

Retrospective June 22, 2024 archive note on bar-size tradeoff, physical bullion signals, premiums, and allocation process. No live price claim.

2024-06-21

PGM Relative-Value Check: South African Supply Risk - June 21, 2024

Retrospective June 21, 2024 archive note on South African supply risk, pgm signals, premiums, and allocation process. No live price claim.

2024-06-20

Silver Ratio Check: Industrial-Demand Pulse - June 20, 2024

Retrospective June 20, 2024 archive note on industrial-demand pulse, silver signals, premiums, and allocation process. No live price claim.

2024-06-19

Gold Macro Check: Real-Yield Duration - June 19, 2024

Retrospective June 19, 2024 archive note on real-yield duration, gold signals, premiums, and allocation process. No live price claim.

2024-06-18

Metals Market-Structure Check: Volatility-Band Update - June 18, 2024

Retrospective June 18, 2024 archive note on volatility-band update, market structure signals, premiums, and allocation process. No live price claim.

2024-06-17

Metals Portfolio Check: Watchlist-Priority Rule - June 17, 2024

Retrospective June 17, 2024 archive note on watchlist-priority rule, portfolio signals, premiums, and allocation process. No live price claim.

2024-06-16

Physical Bullion Check: Counterfeit-Prevention Workflow - June 16, 2024

Retrospective June 16, 2024 archive note on counterfeit-prevention workflow, physical bullion signals, premiums, and allocation process. No live price claim.

2024-06-15

PGM Relative-Value Check: Gasoline-Catalyst Palladium - June 15, 2024

Retrospective June 15, 2024 archive note on gasoline-catalyst palladium, pgm signals, premiums, and allocation process. No live price claim.

2024-06-14

Silver Ratio Check: Round-Trip Silver Math - June 14, 2024

Retrospective June 14, 2024 archive note on round-trip silver math, silver signals, premiums, and allocation process. No live price claim.

2024-06-13

Gold Macro Check: Yield-Curve Regime - June 13, 2024

Retrospective June 13, 2024 archive note on yield-curve regime, gold signals, premiums, and allocation process. No live price claim.

2024-06-12

Metals Market-Structure Check: Roll-Yield Awareness - June 12, 2024

Retrospective June 12, 2024 archive note on roll-yield awareness, market structure signals, premiums, and allocation process. No live price claim.

2024-06-11

Metals Portfolio Check: Rebalance-Band Width - June 11, 2024

Retrospective June 11, 2024 archive note on rebalance-band width, portfolio signals, premiums, and allocation process. No live price claim.

2024-06-10

Physical Bullion Check: Secondary-Market Discount - June 10, 2024

Retrospective June 10, 2024 archive note on secondary-market discount, physical bullion signals, premiums, and allocation process. No live price claim.

2024-06-09

PGM Relative-Value Check: Russian Palladium Exposure - June 9, 2024

Retrospective June 9, 2024 archive note on Russian palladium exposure, pgm signals, premiums, and allocation process. No live price claim.

2024-06-08

Silver Ratio Check: Futures-Position Reset - June 8, 2024

Retrospective June 8, 2024 archive note on futures-position reset, silver signals, premiums, and allocation process. No live price claim.

2024-06-07

Gold Macro Check: Dollar-Pressure Filter - June 7, 2024

Retrospective June 7, 2024 archive note on dollar-pressure filter, gold signals, premiums, and allocation process. No live price claim.

2024-06-06

Metals Market-Structure Check: Order-Book Humility - June 6, 2024

Retrospective June 6, 2024 archive note on order-book humility, market structure signals, premiums, and allocation process. No live price claim.

2024-06-05

Metals Portfolio Check: Position-Sizing By Volatility - June 5, 2024

Retrospective June 5, 2024 archive note on position-sizing by volatility, portfolio signals, premiums, and allocation process. No live price claim.

2024-06-04

Physical Bullion Check: Local-Shop Liquidity - June 4, 2024

Retrospective June 4, 2024 archive note on local-shop liquidity, physical bullion signals, premiums, and allocation process. No live price claim.

2024-06-03

PGM Relative-Value Check: Inventory-Opacity Discount - June 3, 2024

Retrospective June 3, 2024 archive note on inventory-opacity discount, pgm signals, premiums, and allocation process. No live price claim.

2024-06-02

Silver Ratio Check: Breakout Failure Filter - June 2, 2024

Retrospective June 2, 2024 archive note on breakout failure filter, silver signals, premiums, and allocation process. No live price claim.

2024-06-01

Gold Macro Check: Liquidity-Window Risk - June 1, 2024

Retrospective June 1, 2024 archive note on liquidity-window risk, gold signals, premiums, and allocation process. No live price claim.

2024-05-31

Metals Market-Structure Check: Liquidity-Hour Filter - May 31, 2024

Retrospective May 31, 2024 archive note on liquidity-hour filter, market structure signals, premiums, and allocation process. No live price claim.

2024-05-30

Metals Portfolio Check: Drawdown Drill - May 30, 2024

Retrospective May 30, 2024 archive note on drawdown drill, portfolio signals, premiums, and allocation process. No live price claim.

2024-05-29

Physical Bullion Check: Storage-Cost Drag - May 29, 2024

Retrospective May 29, 2024 archive note on storage-cost drag, physical bullion signals, premiums, and allocation process. No live price claim.

2024-05-28

PGM Relative-Value Check: Recycling-Flow Drag - May 28, 2024

Retrospective May 28, 2024 archive note on recycling-flow drag, pgm signals, premiums, and allocation process. No live price claim.

2024-05-27

Silver Ratio Check: Coin-Premium Stretch - May 27, 2024

Retrospective May 27, 2024 archive note on coin-premium stretch, silver signals, premiums, and allocation process. No live price claim.

2024-05-26

Gold Macro Check: Central-Bank Reserve Bid - May 26, 2024

Retrospective May 26, 2024 archive note on central-bank reserve bid, gold signals, premiums, and allocation process. No live price claim.

2024-05-25

Metals Market-Structure Check: Spot-Futures Basis - May 25, 2024

Retrospective May 25, 2024 archive note on spot-futures basis, market structure signals, premiums, and allocation process. No live price claim.

2024-05-24

Metals Portfolio Check: Quarterly-Review Packet - May 24, 2024

Retrospective May 24, 2024 archive note on quarterly-review packet, portfolio signals, premiums, and allocation process. No live price claim.

2024-05-23

Physical Bullion Check: Auction-Premium Risk - May 23, 2024

Retrospective May 23, 2024 archive note on auction-premium risk, physical bullion signals, premiums, and allocation process. No live price claim.

2024-05-22

PGM Relative-Value Check: Basket-Spread Discipline - May 22, 2024

Retrospective May 22, 2024 archive note on basket-spread discipline, pgm signals, premiums, and allocation process. No live price claim.

2024-05-21

Silver Ratio Check: ETF-Versus-Physical Split - May 21, 2024

Retrospective May 21, 2024 archive note on ETF-versus-physical split, silver signals, premiums, and allocation process. No live price claim.

2024-05-20

Gold Macro Check: Miner-Margin Crosscheck - May 20, 2024

Retrospective May 20, 2024 archive note on miner-margin crosscheck, gold signals, premiums, and allocation process. No live price claim.

2024-05-19

Metals Market-Structure Check: Support-Resistance Hygiene - May 19, 2024

Retrospective May 19, 2024 archive note on support-resistance hygiene, market structure signals, premiums, and allocation process. No live price claim.

2024-05-18

Metals Portfolio Check: Income-Need Filter - May 18, 2024

Retrospective May 18, 2024 archive note on income-need filter, portfolio signals, premiums, and allocation process. No live price claim.

2024-05-17

Physical Bullion Check: Home-Custody Protocol - May 17, 2024

Retrospective May 17, 2024 archive note on home-custody protocol, physical bullion signals, premiums, and allocation process. No live price claim.

2024-05-16

PGM Relative-Value Check: Hydrogen-Demand Optionality - May 16, 2024

Retrospective May 16, 2024 archive note on hydrogen-demand optionality, pgm signals, premiums, and allocation process. No live price claim.

2024-05-15

Silver Ratio Check: Solar-Installation Sensitivity - May 15, 2024

Retrospective May 15, 2024 archive note on solar-installation sensitivity, silver signals, premiums, and allocation process. No live price claim.

2024-05-14

Gold Macro Check: ETF-Flow Confirmation - May 14, 2024

Retrospective May 14, 2024 archive note on ETF-flow confirmation, gold signals, premiums, and allocation process. No live price claim.

2024-05-13

Metals Market-Structure Check: Contango-Backwardation Read - May 13, 2024

Retrospective May 13, 2024 archive note on contango-backwardation read, market structure signals, premiums, and allocation process. No live price claim.

2024-05-12

Metals Portfolio Check: Allocation-Drift Trigger - May 12, 2024

Retrospective May 12, 2024 archive note on allocation-drift trigger, portfolio signals, premiums, and allocation process. No live price claim.

2024-05-11

Physical Bullion Check: Panic-Premium Fade - May 11, 2024

Retrospective May 11, 2024 archive note on panic-premium fade, physical bullion signals, premiums, and allocation process. No live price claim.

2024-05-10

PGM Relative-Value Check: China-Auto Signal - May 10, 2024

Retrospective May 10, 2024 archive note on China-auto signal, pgm signals, premiums, and allocation process. No live price claim.

2024-05-09

Silver Ratio Check: Reflation-Beta Test - May 9, 2024

Retrospective May 9, 2024 archive note on reflation-beta test, silver signals, premiums, and allocation process. No live price claim.

2024-05-08

Gold Macro Check: Lease-Rate Pressure - May 8, 2024

Retrospective May 8, 2024 archive note on lease-rate pressure, gold signals, premiums, and allocation process. No live price claim.

2024-05-07

Metals Market-Structure Check: RSI-Failure Mode - May 7, 2024

Retrospective May 7, 2024 archive note on RSI-failure mode, market structure signals, premiums, and allocation process. No live price claim.

2024-05-06

Metals Portfolio Check: Beneficiary-Record Check - May 6, 2024

Retrospective May 6, 2024 archive note on beneficiary-record check, portfolio signals, premiums, and allocation process. No live price claim.

2024-05-05

Physical Bullion Check: Assay-Card Dependence - May 5, 2024

Retrospective May 5, 2024 archive note on assay-card dependence, physical bullion signals, premiums, and allocation process. No live price claim.

2024-05-04

PGM Relative-Value Check: Gold-Platinum Inversion - May 4, 2024

Retrospective May 4, 2024 archive note on gold-platinum inversion, pgm signals, premiums, and allocation process. No live price claim.

2024-05-03

Silver Ratio Check: Inventory Drawdown Signal - May 3, 2024

Retrospective May 3, 2024 archive note on inventory drawdown signal, silver signals, premiums, and allocation process. No live price claim.

2024-05-02

Gold Macro Check: Policy-Pause Sensitivity - May 2, 2024

Retrospective May 2, 2024 archive note on policy-pause sensitivity, gold signals, premiums, and allocation process. No live price claim.

2024-05-01

Metals Market-Structure Check: ETF-Premium Discount - May 1, 2024

Retrospective May 1, 2024 archive note on ETF-premium discount, market structure signals, premiums, and allocation process. No live price claim.

2024-04-30

Metals Portfolio Check: Alert-Ladder Design - April 30, 2024

Retrospective April 30, 2024 archive note on alert-ladder design, portfolio signals, premiums, and allocation process. No live price claim.

2024-04-29

Physical Bullion Check: Delivered-Cost Math - April 29, 2024

Retrospective April 29, 2024 archive note on delivered-cost math, physical bullion signals, premiums, and allocation process. No live price claim.

2024-04-28

PGM Relative-Value Check: Industrial-Recession Filter - April 28, 2024

Retrospective April 28, 2024 archive note on industrial-recession filter, pgm signals, premiums, and allocation process. No live price claim.

2024-04-27

Silver Ratio Check: Dealer-Buyback Depth - April 27, 2024

Retrospective April 27, 2024 archive note on dealer-buyback depth, silver signals, premiums, and allocation process. No live price claim.

2024-04-26

Gold Macro Check: Real-Asset Rotation - April 26, 2024

Retrospective April 26, 2024 archive note on real-asset rotation, gold signals, premiums, and allocation process. No live price claim.

2024-04-25

Metals Market-Structure Check: Headline-Lag Risk - April 25, 2024

Retrospective April 25, 2024 archive note on headline-lag risk, market structure signals, premiums, and allocation process. No live price claim.

2024-04-24

Metals Portfolio Check: Premium-Adjusted Allocation - April 24, 2024

Retrospective April 24, 2024 archive note on premium-adjusted allocation, portfolio signals, premiums, and allocation process. No live price claim.

2024-04-23

Physical Bullion Check: Payment-Method Spread - April 23, 2024

Retrospective April 23, 2024 archive note on payment-method spread, physical bullion signals, premiums, and allocation process. No live price claim.

2024-04-22

PGM Relative-Value Check: Lease-Rate Squeeze - April 22, 2024

Retrospective April 22, 2024 archive note on lease-rate squeeze, pgm signals, premiums, and allocation process. No live price claim.

2024-04-21

Silver Ratio Check: Volatility-Adjusted Sizing - April 21, 2024

Retrospective April 21, 2024 archive note on volatility-adjusted sizing, silver signals, premiums, and allocation process. No live price claim.

2024-04-20

Gold Macro Check: Geopolitical-Premium Fade - April 20, 2024

Retrospective April 20, 2024 archive note on geopolitical-premium fade, gold signals, premiums, and allocation process. No live price claim.

2024-04-19

Metals Market-Structure Check: COMEX-Delivery Watch - April 19, 2024

Retrospective April 19, 2024 archive note on COMEX-delivery watch, market structure signals, premiums, and allocation process. No live price claim.

2024-04-18

Metals Portfolio Check: Cash-Buffer Role - April 18, 2024

Retrospective April 18, 2024 archive note on cash-buffer role, portfolio signals, premiums, and allocation process. No live price claim.

2024-04-17

Physical Bullion Check: Dealer-Buyback Spread - April 17, 2024

Retrospective April 17, 2024 archive note on dealer-buyback spread, physical bullion signals, premiums, and allocation process. No live price claim.

2024-04-16

PGM Relative-Value Check: Autocatalyst Demand - April 16, 2024

Retrospective April 16, 2024 archive note on autocatalyst demand, pgm signals, premiums, and allocation process. No live price claim.

2024-04-15

Silver Ratio Check: Seasonal-Demand Noise - April 15, 2024

Retrospective April 15, 2024 archive note on seasonal-demand noise, silver signals, premiums, and allocation process. No live price claim.

2024-04-14

Gold Macro Check: Credit-Spread Stress - April 14, 2024

Retrospective April 14, 2024 archive note on credit-spread stress, gold signals, premiums, and allocation process. No live price claim.

2024-04-13

Metals Market-Structure Check: Cross-Venue Quote Check - April 13, 2024

Retrospective April 13, 2024 archive note on cross-venue quote check, market structure signals, premiums, and allocation process. No live price claim.

2024-04-12

Metals Portfolio Check: Correlation-Regime Review - April 12, 2024

Retrospective April 12, 2024 archive note on correlation-regime review, portfolio signals, premiums, and allocation process. No live price claim.

2024-04-11

Physical Bullion Check: Sales-Tax Threshold - April 11, 2024

Retrospective April 11, 2024 archive note on sales-tax threshold, physical bullion signals, premiums, and allocation process. No live price claim.

2024-04-10

PGM Relative-Value Check: ETF Liquidity Gap - April 10, 2024

Retrospective April 10, 2024 archive note on ETF liquidity gap, pgm signals, premiums, and allocation process. No live price claim.

2024-04-09

Silver Ratio Check: Base-Metal Confirmation - April 9, 2024

Retrospective April 9, 2024 archive note on base-metal confirmation, silver signals, premiums, and allocation process. No live price claim.

2024-04-08

Gold Macro Check: Inflation-Surprise Check - April 8, 2024

Retrospective April 8, 2024 archive note on inflation-surprise check, gold signals, premiums, and allocation process. No live price claim.

2024-04-07

Metals Market-Structure Check: LBMA-Reference Discipline - April 7, 2024

Retrospective April 7, 2024 archive note on LBMA-reference discipline, market structure signals, premiums, and allocation process. No live price claim.

2024-04-06

Metals Portfolio Check: Tax-Lot Awareness - April 6, 2024

Retrospective April 6, 2024 archive note on tax-lot awareness, portfolio signals, premiums, and allocation process. No live price claim.

2024-04-05

Physical Bullion Check: Coin-Recognition Premium - April 5, 2024

Retrospective April 5, 2024 archive note on coin-recognition premium, physical bullion signals, premiums, and allocation process. No live price claim.

2024-04-04

PGM Relative-Value Check: Substitution Economics - April 4, 2024

Retrospective April 4, 2024 archive note on substitution economics, pgm signals, premiums, and allocation process. No live price claim.

2024-04-03

Silver Ratio Check: Gold-Silver Ratio Compression - April 3, 2024

Retrospective April 3, 2024 archive note on gold-silver ratio compression, silver signals, premiums, and allocation process. No live price claim.

2024-04-02

Gold Macro Check: Auction-Day Yield Shock - April 2, 2024

Retrospective April 2, 2024 archive note on auction-day yield shock, gold signals, premiums, and allocation process. No live price claim.

2024-04-01

Metals Market-Structure Check: Settlement-Calendar Effect - April 1, 2024

Retrospective April 1, 2024 archive note on settlement-calendar effect, market structure signals, premiums, and allocation process. No live price claim.

2024-03-31

Metals Portfolio Check: Miner-Versus-Metal Boundary - March 31, 2024

Retrospective March 31, 2024 archive note on miner-versus-metal boundary, portfolio signals, premiums, and allocation process. No live price claim.

2024-03-30

Physical Bullion Check: IRA Custody Friction - March 30, 2024

Retrospective March 30, 2024 archive note on IRA custody friction, physical bullion signals, premiums, and allocation process. No live price claim.

2024-03-29

PGM Relative-Value Check: Diesel-Demand Overhang - March 29, 2024

Retrospective March 29, 2024 archive note on diesel-demand overhang, pgm signals, premiums, and allocation process. No live price claim.

2024-03-28

Silver Ratio Check: Mint-Bottleneck Premium - March 28, 2024

Retrospective March 28, 2024 archive note on mint-bottleneck premium, silver signals, premiums, and allocation process. No live price claim.

2024-03-27

Gold Macro Check: Reserve-Currency Stress - March 27, 2024

Retrospective March 27, 2024 archive note on reserve-currency stress, gold signals, premiums, and allocation process. No live price claim.

2024-03-26

Metals Market-Structure Check: Data-Source Label Risk - March 26, 2024

Retrospective March 26, 2024 archive note on data-source label risk, market structure signals, premiums, and allocation process. No live price claim.

2024-03-25

Metals Portfolio Check: Vehicle-Mix Audit - March 25, 2024

Retrospective March 25, 2024 archive note on vehicle-mix audit, portfolio signals, premiums, and allocation process. No live price claim.

2024-03-24

Physical Bullion Check: Bar-Size Tradeoff - March 24, 2024

Retrospective March 24, 2024 archive note on bar-size tradeoff, physical bullion signals, premiums, and allocation process. No live price claim.

2024-03-23

PGM Relative-Value Check: South African Supply Risk - March 23, 2024

Retrospective March 23, 2024 archive note on South African supply risk, pgm signals, premiums, and allocation process. No live price claim.

2024-03-22

Silver Ratio Check: Industrial-Demand Pulse - March 22, 2024

Retrospective March 22, 2024 archive note on industrial-demand pulse, silver signals, premiums, and allocation process. No live price claim.

2024-03-21

Gold Macro Check: Real-Yield Duration - March 21, 2024

Retrospective March 21, 2024 archive note on real-yield duration, gold signals, premiums, and allocation process. No live price claim.

2024-03-20

Metals Market-Structure Check: Volatility-Band Update - March 20, 2024

Retrospective March 20, 2024 archive note on volatility-band update, market structure signals, premiums, and allocation process. No live price claim.

2024-03-19

Metals Portfolio Check: Watchlist-Priority Rule - March 19, 2024

Retrospective March 19, 2024 archive note on watchlist-priority rule, portfolio signals, premiums, and allocation process. No live price claim.

2024-03-18

Physical Bullion Check: Counterfeit-Prevention Workflow - March 18, 2024

Retrospective March 18, 2024 archive note on counterfeit-prevention workflow, physical bullion signals, premiums, and allocation process. No live price claim.

2024-03-17

PGM Relative-Value Check: Gasoline-Catalyst Palladium - March 17, 2024

Retrospective March 17, 2024 archive note on gasoline-catalyst palladium, pgm signals, premiums, and allocation process. No live price claim.

2024-03-16

Silver Ratio Check: Round-Trip Silver Math - March 16, 2024

Retrospective March 16, 2024 archive note on round-trip silver math, silver signals, premiums, and allocation process. No live price claim.

2024-03-15

Gold Macro Check: Yield-Curve Regime - March 15, 2024

Retrospective March 15, 2024 archive note on yield-curve regime, gold signals, premiums, and allocation process. No live price claim.

2024-03-14

Metals Market-Structure Check: Roll-Yield Awareness - March 14, 2024

Retrospective March 14, 2024 archive note on roll-yield awareness, market structure signals, premiums, and allocation process. No live price claim.

2024-03-13

Metals Portfolio Check: Rebalance-Band Width - March 13, 2024

Retrospective March 13, 2024 archive note on rebalance-band width, portfolio signals, premiums, and allocation process. No live price claim.

2024-03-12

Physical Bullion Check: Secondary-Market Discount - March 12, 2024

Retrospective March 12, 2024 archive note on secondary-market discount, physical bullion signals, premiums, and allocation process. No live price claim.

2024-03-11

PGM Relative-Value Check: Russian Palladium Exposure - March 11, 2024

Retrospective March 11, 2024 archive note on Russian palladium exposure, pgm signals, premiums, and allocation process. No live price claim.

2024-03-10

Silver Ratio Check: Futures-Position Reset - March 10, 2024

Retrospective March 10, 2024 archive note on futures-position reset, silver signals, premiums, and allocation process. No live price claim.

2024-03-09

Gold Macro Check: Dollar-Pressure Filter - March 9, 2024

Retrospective March 9, 2024 archive note on dollar-pressure filter, gold signals, premiums, and allocation process. No live price claim.

2024-03-08

Metals Market-Structure Check: Order-Book Humility - March 8, 2024

Retrospective March 8, 2024 archive note on order-book humility, market structure signals, premiums, and allocation process. No live price claim.

2024-03-07

Metals Portfolio Check: Position-Sizing By Volatility - March 7, 2024

Retrospective March 7, 2024 archive note on position-sizing by volatility, portfolio signals, premiums, and allocation process. No live price claim.

2024-03-06

Physical Bullion Check: Local-Shop Liquidity - March 6, 2024

Retrospective March 6, 2024 archive note on local-shop liquidity, physical bullion signals, premiums, and allocation process. No live price claim.

2024-03-05

PGM Relative-Value Check: Inventory-Opacity Discount - March 5, 2024

Retrospective March 5, 2024 archive note on inventory-opacity discount, pgm signals, premiums, and allocation process. No live price claim.

2024-03-04

Silver Ratio Check: Breakout Failure Filter - March 4, 2024

Retrospective March 4, 2024 archive note on breakout failure filter, silver signals, premiums, and allocation process. No live price claim.

2024-03-03

Gold Macro Check: Liquidity-Window Risk - March 3, 2024

Retrospective March 3, 2024 archive note on liquidity-window risk, gold signals, premiums, and allocation process. No live price claim.

2024-03-02

Metals Market-Structure Check: Liquidity-Hour Filter - March 2, 2024

Retrospective March 2, 2024 archive note on liquidity-hour filter, market structure signals, premiums, and allocation process. No live price claim.

2024-03-01

Metals Portfolio Check: Drawdown Drill - March 1, 2024

Retrospective March 1, 2024 archive note on drawdown drill, portfolio signals, premiums, and allocation process. No live price claim.

2024-02-29

Physical Bullion Check: Storage-Cost Drag - February 29, 2024

Retrospective February 29, 2024 archive note on storage-cost drag, physical bullion signals, premiums, and allocation process. No live price claim.

2024-02-28

PGM Relative-Value Check: Recycling-Flow Drag - February 28, 2024

Retrospective February 28, 2024 archive note on recycling-flow drag, pgm signals, premiums, and allocation process. No live price claim.

2024-02-27

Silver Ratio Check: Coin-Premium Stretch - February 27, 2024

Retrospective February 27, 2024 archive note on coin-premium stretch, silver signals, premiums, and allocation process. No live price claim.

2024-02-26

Gold Macro Check: Central-Bank Reserve Bid - February 26, 2024

Retrospective February 26, 2024 archive note on central-bank reserve bid, gold signals, premiums, and allocation process. No live price claim.

2024-02-25

Metals Market-Structure Check: Spot-Futures Basis - February 25, 2024

Retrospective February 25, 2024 archive note on spot-futures basis, market structure signals, premiums, and allocation process. No live price claim.

2024-02-24

Metals Portfolio Check: Quarterly-Review Packet - February 24, 2024

Retrospective February 24, 2024 archive note on quarterly-review packet, portfolio signals, premiums, and allocation process. No live price claim.

2024-02-23

Physical Bullion Check: Auction-Premium Risk - February 23, 2024

Retrospective February 23, 2024 archive note on auction-premium risk, physical bullion signals, premiums, and allocation process. No live price claim.

2024-02-22

PGM Relative-Value Check: Basket-Spread Discipline - February 22, 2024

Retrospective February 22, 2024 archive note on basket-spread discipline, pgm signals, premiums, and allocation process. No live price claim.

2024-02-21

Silver Ratio Check: ETF-Versus-Physical Split - February 21, 2024

Retrospective February 21, 2024 archive note on ETF-versus-physical split, silver signals, premiums, and allocation process. No live price claim.

2024-02-20

Gold Macro Check: Miner-Margin Crosscheck - February 20, 2024

Retrospective February 20, 2024 archive note on miner-margin crosscheck, gold signals, premiums, and allocation process. No live price claim.

2024-02-19

Metals Market-Structure Check: Support-Resistance Hygiene - February 19, 2024

Retrospective February 19, 2024 archive note on support-resistance hygiene, market structure signals, premiums, and allocation process. No live price claim.

2024-02-18

Metals Portfolio Check: Income-Need Filter - February 18, 2024

Retrospective February 18, 2024 archive note on income-need filter, portfolio signals, premiums, and allocation process. No live price claim.

2024-02-17

Physical Bullion Check: Home-Custody Protocol - February 17, 2024

Retrospective February 17, 2024 archive note on home-custody protocol, physical bullion signals, premiums, and allocation process. No live price claim.

2024-02-16

PGM Relative-Value Check: Hydrogen-Demand Optionality - February 16, 2024

Retrospective February 16, 2024 archive note on hydrogen-demand optionality, pgm signals, premiums, and allocation process. No live price claim.

2024-02-15

Silver Ratio Check: Solar-Installation Sensitivity - February 15, 2024

Retrospective February 15, 2024 archive note on solar-installation sensitivity, silver signals, premiums, and allocation process. No live price claim.

2024-02-14

Gold Macro Check: ETF-Flow Confirmation - February 14, 2024

Retrospective February 14, 2024 archive note on ETF-flow confirmation, gold signals, premiums, and allocation process. No live price claim.

2024-02-13

Metals Market-Structure Check: Contango-Backwardation Read - February 13, 2024

Retrospective February 13, 2024 archive note on contango-backwardation read, market structure signals, premiums, and allocation process. No live price claim.

2024-02-12

Metals Portfolio Check: Allocation-Drift Trigger - February 12, 2024

Retrospective February 12, 2024 archive note on allocation-drift trigger, portfolio signals, premiums, and allocation process. No live price claim.

2024-02-11

Physical Bullion Check: Panic-Premium Fade - February 11, 2024

Retrospective February 11, 2024 archive note on panic-premium fade, physical bullion signals, premiums, and allocation process. No live price claim.

2024-02-10

PGM Relative-Value Check: China-Auto Signal - February 10, 2024

Retrospective February 10, 2024 archive note on China-auto signal, pgm signals, premiums, and allocation process. No live price claim.

2024-02-09

Silver Ratio Check: Reflation-Beta Test - February 9, 2024

Retrospective February 9, 2024 archive note on reflation-beta test, silver signals, premiums, and allocation process. No live price claim.

2024-02-08

Gold Macro Check: Lease-Rate Pressure - February 8, 2024

Retrospective February 8, 2024 archive note on lease-rate pressure, gold signals, premiums, and allocation process. No live price claim.

2024-02-07

Metals Market-Structure Check: RSI-Failure Mode - February 7, 2024

Retrospective February 7, 2024 archive note on RSI-failure mode, market structure signals, premiums, and allocation process. No live price claim.

2024-02-06

Metals Portfolio Check: Beneficiary-Record Check - February 6, 2024

Retrospective February 6, 2024 archive note on beneficiary-record check, portfolio signals, premiums, and allocation process. No live price claim.

2024-02-05

Physical Bullion Check: Assay-Card Dependence - February 5, 2024

Retrospective February 5, 2024 archive note on assay-card dependence, physical bullion signals, premiums, and allocation process. No live price claim.

2024-02-04

PGM Relative-Value Check: Gold-Platinum Inversion - February 4, 2024

Retrospective February 4, 2024 archive note on gold-platinum inversion, pgm signals, premiums, and allocation process. No live price claim.

2024-02-03

Silver Ratio Check: Inventory Drawdown Signal - February 3, 2024

Retrospective February 3, 2024 archive note on inventory drawdown signal, silver signals, premiums, and allocation process. No live price claim.

2024-02-02

Gold Macro Check: Policy-Pause Sensitivity - February 2, 2024

Retrospective February 2, 2024 archive note on policy-pause sensitivity, gold signals, premiums, and allocation process. No live price claim.

2024-02-01

Metals Market-Structure Check: ETF-Premium Discount - February 1, 2024

Retrospective February 1, 2024 archive note on ETF-premium discount, market structure signals, premiums, and allocation process. No live price claim.

2024-01-31

Metals Portfolio Check: Alert-Ladder Design - January 31, 2024

Retrospective January 31, 2024 archive note on alert-ladder design, portfolio signals, premiums, and allocation process. No live price claim.

2024-01-30

Physical Bullion Check: Delivered-Cost Math - January 30, 2024

Retrospective January 30, 2024 archive note on delivered-cost math, physical bullion signals, premiums, and allocation process. No live price claim.

2024-01-29

PGM Relative-Value Check: Industrial-Recession Filter - January 29, 2024

Retrospective January 29, 2024 archive note on industrial-recession filter, pgm signals, premiums, and allocation process. No live price claim.

2024-01-28

Silver Ratio Check: Dealer-Buyback Depth - January 28, 2024

Retrospective January 28, 2024 archive note on dealer-buyback depth, silver signals, premiums, and allocation process. No live price claim.

2024-01-27

Gold Macro Check: Real-Asset Rotation - January 27, 2024

Retrospective January 27, 2024 archive note on real-asset rotation, gold signals, premiums, and allocation process. No live price claim.

2024-01-26

Metals Market-Structure Check: Headline-Lag Risk - January 26, 2024

Retrospective January 26, 2024 archive note on headline-lag risk, market structure signals, premiums, and allocation process. No live price claim.

2024-01-25

Metals Portfolio Check: Premium-Adjusted Allocation - January 25, 2024

Retrospective January 25, 2024 archive note on premium-adjusted allocation, portfolio signals, premiums, and allocation process. No live price claim.

2024-01-24

Physical Bullion Check: Payment-Method Spread - January 24, 2024

Retrospective January 24, 2024 archive note on payment-method spread, physical bullion signals, premiums, and allocation process. No live price claim.

2024-01-23

PGM Relative-Value Check: Lease-Rate Squeeze - January 23, 2024

Retrospective January 23, 2024 archive note on lease-rate squeeze, pgm signals, premiums, and allocation process. No live price claim.

2024-01-22

Silver Ratio Check: Volatility-Adjusted Sizing - January 22, 2024

Retrospective January 22, 2024 archive note on volatility-adjusted sizing, silver signals, premiums, and allocation process. No live price claim.

2024-01-21

Gold Macro Check: Geopolitical-Premium Fade - January 21, 2024

Retrospective January 21, 2024 archive note on geopolitical-premium fade, gold signals, premiums, and allocation process. No live price claim.

2024-01-20

Metals Market-Structure Check: COMEX-Delivery Watch - January 20, 2024

Retrospective January 20, 2024 archive note on COMEX-delivery watch, market structure signals, premiums, and allocation process. No live price claim.

2024-01-19

Metals Portfolio Check: Cash-Buffer Role - January 19, 2024

Retrospective January 19, 2024 archive note on cash-buffer role, portfolio signals, premiums, and allocation process. No live price claim.

2024-01-18

Physical Bullion Check: Dealer-Buyback Spread - January 18, 2024

Retrospective January 18, 2024 archive note on dealer-buyback spread, physical bullion signals, premiums, and allocation process. No live price claim.

2024-01-17

PGM Relative-Value Check: Autocatalyst Demand - January 17, 2024

Retrospective January 17, 2024 archive note on autocatalyst demand, pgm signals, premiums, and allocation process. No live price claim.

2024-01-16

Silver Ratio Check: Seasonal-Demand Noise - January 16, 2024

Retrospective January 16, 2024 archive note on seasonal-demand noise, silver signals, premiums, and allocation process. No live price claim.

2024-01-15

Gold Macro Check: Credit-Spread Stress - January 15, 2024

Retrospective January 15, 2024 archive note on credit-spread stress, gold signals, premiums, and allocation process. No live price claim.

2024-01-14

Metals Market-Structure Check: Cross-Venue Quote Check - January 14, 2024

Retrospective January 14, 2024 archive note on cross-venue quote check, market structure signals, premiums, and allocation process. No live price claim.

2024-01-13

Metals Portfolio Check: Correlation-Regime Review - January 13, 2024

Retrospective January 13, 2024 archive note on correlation-regime review, portfolio signals, premiums, and allocation process. No live price claim.

2024-01-12

Physical Bullion Check: Sales-Tax Threshold - January 12, 2024

Retrospective January 12, 2024 archive note on sales-tax threshold, physical bullion signals, premiums, and allocation process. No live price claim.

2024-01-11

PGM Relative-Value Check: ETF Liquidity Gap - January 11, 2024

Retrospective January 11, 2024 archive note on ETF liquidity gap, pgm signals, premiums, and allocation process. No live price claim.

2024-01-10

Silver Ratio Check: Base-Metal Confirmation - January 10, 2024

Retrospective January 10, 2024 archive note on base-metal confirmation, silver signals, premiums, and allocation process. No live price claim.

2024-01-09

Gold Macro Check: Inflation-Surprise Check - January 9, 2024

Retrospective January 9, 2024 archive note on inflation-surprise check, gold signals, premiums, and allocation process. No live price claim.

2024-01-08

Metals Market-Structure Check: LBMA-Reference Discipline - January 8, 2024

Retrospective January 8, 2024 archive note on LBMA-reference discipline, market structure signals, premiums, and allocation process. No live price claim.

2024-01-07

Metals Portfolio Check: Tax-Lot Awareness - January 7, 2024

Retrospective January 7, 2024 archive note on tax-lot awareness, portfolio signals, premiums, and allocation process. No live price claim.

2024-01-06

Physical Bullion Check: Coin-Recognition Premium - January 6, 2024

Retrospective January 6, 2024 archive note on coin-recognition premium, physical bullion signals, premiums, and allocation process. No live price claim.

2024-01-05

PGM Relative-Value Check: Substitution Economics - January 5, 2024

Retrospective January 5, 2024 archive note on substitution economics, pgm signals, premiums, and allocation process. No live price claim.

2024-01-04

Silver Ratio Check: Gold-Silver Ratio Compression - January 4, 2024

Retrospective January 4, 2024 archive note on gold-silver ratio compression, silver signals, premiums, and allocation process. No live price claim.

2024-01-03

Gold Macro Check: Auction-Day Yield Shock - January 3, 2024

Retrospective January 3, 2024 archive note on auction-day yield shock, gold signals, premiums, and allocation process. No live price claim.

2024-01-02

Metals Market-Structure Check: Settlement-Calendar Effect - January 2, 2024

Retrospective January 2, 2024 archive note on settlement-calendar effect, market structure signals, premiums, and allocation process. No live price claim.

2024-01-01

Metals Portfolio Check: Miner-Versus-Metal Boundary - January 1, 2024

Retrospective January 1, 2024 archive note on miner-versus-metal boundary, portfolio signals, premiums, and allocation process. No live price claim.

Data and financial disclosure

MetalBrief publishes market information, tools, indicators, and educational context, not account-specific investment, legal, tax, or financial advice. FX conversions, macro proxies, headlines, RSI, support, resistance, and opportunity scores are derived unless labeled as market data.