We are all witnessing something rare. And that is when prices decline, even during a supply deficit. This is happening for base metals zinc and copper right now; amidst growing concern, the world is slipping into recession. As the U.S. economy rides disinflation into a recession and its resilient job market finally cracks, base metal […]
Aaron and Alex discuss why they believe global copper supply will likely fall drastically short of demand in the future. The rise of electric vehicles, renewable energy technologies, and numerous infrastructure plans worldwide are all expected to increase copper demand dramatically. And with the long lead time to bring on new copper mines, supply seems […]
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After four years of strong economic growth under Trump, investors everywhere are wondering how the Biden Administration will impact their portfolios. While it’s far too early to know for certain, there’s one thing investors can take to the bank: President Biden is not opposed to spending… During Biden’s tenure as Vice President of the United […]
Trump is betting China caves by August 30th… […]