Thanks - great digest. The copper piece is v. interesting - if Chinese plants are getting closer to issuing joint production cuts as a response, then surely there's only one way the price is going anytime soon.
Thanks for this piece alerting us the market signals for higher inflation. Investing in gold or energy stocks or directly investing in the commodity itself (all through ETFs) is a perennial question. Do macro conditions, the industrial cycle uptick, bode well for the commodity miners?
Great great work. Appreciate it!
Thanks - great digest. The copper piece is v. interesting - if Chinese plants are getting closer to issuing joint production cuts as a response, then surely there's only one way the price is going anytime soon.
Thanks for this piece alerting us the market signals for higher inflation. Investing in gold or energy stocks or directly investing in the commodity itself (all through ETFs) is a perennial question. Do macro conditions, the industrial cycle uptick, bode well for the commodity miners?