7 Comments
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Sand Hill Research's avatar

Informative read! So no target stocks for the copper thesis at this time?

Aurelion Research's avatar

Thanks a lot. And not at this time.

The Pareto Investor's avatar

We are still in the early-to-middle stages of what appears to be a multidecade commodity supercycle.

Eligian Research's avatar

Good read

Anonymously Yours's avatar

Important topic made far less useful from lack of specific recommendations and maximum buy prices, for purely educational and entertainment purposes (not investment advice) of course :). Ironically those 'licensed professionals' tend to offer far less informed advice based on priorities having less to do with optimal returns rather than minimizing time spent on clients.