Inflation plowed ahead at its fastest 12-month pace in nearly 40 years during December, according to the closely watched CPI, the Labor Department released a few weeks ago.

Inflation is here, we can agree on this; right?  

What can we do?

Traders need to react to protect against risk.

Most everyone can tell you they expect inflation in the coming years but what are they doing to protect themselves?

What are you doing to protect your portfolio from expected inflation?

On November 16th, 2021, we shared the blog post:  “Trading Inflation, Infrastructure and Metals”

In that post, we offer 6 reasons why Inflation is here to stay.

The trades were meant to protect as Inflation slowly took over the front page of news stories.

November 16th Inflation Ideas in Copper:

Our favorite Long Trade in commodities today is long Platinum.

Here’s a 3-year chart looking at the difference between Platinum, Gold, Silver and Copper.  Notice how inexpensive Platinum is to the other metals over the past 3 years?

• Copper(/HG)

• Platinum(/PL)

• Gold (/GC)

• Silver (/SI)

For clients (or anyone) I would recommend finding some small-cap Platinum and/or Copper companies that have liquid options to trade.  This is where we can find some EDGE!