From Taki Tsaklanos: We firmly believe that charts contain all relevant market information. Supply and demand come together in a chart. Likewise, interventions and manipulation are ‘included’ in a chart.
When it comes to palladium, demand is clearly outpacing supply, probably for a very good reason. Whatever the ‘reason’, as investors we are primarily interested in the outcome, i.e. making profits by carefully choosing the investments that are in demand.