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Posts Tagged: “supply crisis“
May 22, 2024
・Original Analysis
The Copper Bull: Speculation vs. Fundamentals
Copper has gone mad: Liquidated shorts from a flood of speculators, an AI bubble, a supply crisis, and a renewable energy craze have all combined with high global inflation to recently send it to historic all-time highs. While I believe there will be major corrections as some of these factors come back down to earth, the most important one — […]
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