THE LONG PULL: PGMs Are Ripping

Last year (almost to the day), I wrote a Long Pull titled “Building Confidence in APM.V & Getting More Bullish on PGMs.” Here’s a snippet from the piece (emphasis mine): “The PGM trade feels like a Molotov cocktail ready to explode. Think about it: Auto OEMs are now blatantly telling you that ICE engines will […]