Mar 20Liked by Mosaic Asset Company

My long-suffering CPER call spread finally went green last week! Whether for EVs or AI GPUs, we’re going to need a bigger, smarter grid. Most of it needs copper because aluminum isn’t sufficiently conductive for many of the applications.

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Lots of catalysts. Over $2 trillion in federal spending bills in areas like traditional infrastructure, chip plants, EV infrastructure.

Manufacturing construction is up significantly over the past couple years. All bullish for copper imo.

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