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Message: Metals markets

POG is at a 7-year high this morning as precious metals boom.  Base metals are not seeing similar action - flat at best.  Coronavirus has something to do with it, but virus fears should not also draw up Platinum Group Metals as they respond more to industrial demand fluctuations than monetary ones.  Having said that, I've noticed an increasing demand for Rhodium in recent months and very much beyond just sympathetic moves following those of the other precious metals.  Maybe it is all just part of the resurgence of the Super Cycle, which began in, what, '02?  If so, base metals should eventually benefit.

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