Copper

The Copper scarcity theme remains intact. Timing and how you express your investment view will be my focus.

It was wrong to chase copper related equities and an equivalent Chicago copper price a $5.00.

“They” are now, somewhere between 30% and 60% lower than the price was 3 months ago.

https://www.bloomberg.com/news/articles/2022-09-21/copper-prices-fall-despite-signs-of-looming-crucial-metal-shortage?sref=qLOW1ygh