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Copper

$4,000 gold and $50 silver are the levels to buy, Euro Pacific CEO finds
13 calls: why he says the Fed cannot get inflation to 2%, why a Democratic Congress means bigger deficits, and why copper prices are headed a lot higher
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"Gold will blow through $5,500 an ounce for sure": Equinox Gold founder on the bull run
11 lessons: why mine supply has not answered $4,000 gold, why he expects copper to fall in 4-5 years, and the uranium call he got wrong
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Gold's next stop is 3,800 and the dollar is near its 103 top, a trading coach finds
13 calls: why bond yields look like they are topping, Japan's 30-year bond as the chart to watch, a pullback before 8,000 on the S&P 500, and copper as…
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Natural resources investor on oil: "I think that oil prices could go to $200 a barrel"
14 calls: why reopening the Strait of Hormuz could start the oil crisis, why US gas is 80% too cheap, and why he sold most of his gold and passes on…
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Kopernik CIO on Ukraine land: "80 to 90% discounts to what you would find in the Midwest"
14 calls: Why today's US market looks like 1972, why Korean phone companies at a third of book beat Verizon, and how Kopernik bought Chinese nuclear…
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Gold's bull market should resume around December, says a former UBP Managing Director
15 calls: why the highest 30-year Treasury yield since 2001 could force the Fed to buy bonds, a 60/20/20 portfolio with gold, and why $5T of AI spending…
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USCF CEO: the oil market is still underpricing the risk at $101 WTI and $104 Brent
8 calls: Why backwardation turned an oil ETF into a better trade than crude itself, the 15–20 yrs it takes to open a copper mine, and where gold still…
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Crude to $150 by year end and the S&P to 5,000 next year, a copper strategist says
8 predictions: Why he expects US diesel at $8 to $9 a gallon, the 10-year yield falling from 5.3% to 3%, and a second strike on Iran before the midterm…
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70% of S&P 500 stocks are now in a downtrend, Big Picture Trading finds
8 charts: the record short position nobody will take the other side of, why he calls the global hawkish turn a policy error, and the level where he says…
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"We're in a debt bubble": RockLinc's CEO on preserving purchasing power
10 principles: Why he says price-earnings ratios have to contract, the debt arithmetic that puts interest above Social Security, and the abandoned…
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The AI capex trade now runs through copper and Caterpillar — Horizon Investments CIO
6 insights: the flywheel he says pulls builders, utilities and water into the AI trade, the copper price he reads as a proxy for it, and why he is not…
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Aurelion co-founder: gold gets to $5K an ounce, and oil does not go above $120
9 calls: why he sold his miners in January and is buying them back, the two ways he owns uranium, and the photonics supplier that told him copper is a…
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