Independent thinking for complex markets and current events
The city of Los Angeles has a major street light problem. Thousands of the lights are out because thieves strip them of copper wire which they then turn around and sell for cash. To deal with this problem and fix the lights, the city government is proposing a new TAX on the law abiding citizens …
BREAKING:– Trump to impose 100% TARIFF on patented drugs– Trump to impose a 25% TARIFF on Copper, Aluminum and steel derivatives It’s almost as if he wants prices to be as high as possible for the average America. — Brian Krassenstein (@krassenstein) April 2, 2026 Sticking to their guns on the tariffs while there's an …
The sector rotation is screaming recession louder than any headline.$XLY down 5.6% in a month. Financials down 6.1%. Healthcare down 6.8%. Meanwhile energy ripped 7.6% higher. That's a 13 point spread between energy and consumer discretionary. Costs rising while demand falls.… — TraderHC (@traderhc) March 20, 2026 Ok wtf even is this pic.twitter.com/qw3FF8W77l — Andrew …
Stan Druckenmiller’s current positions: – LONG Korea + Japan (+ Brazil)– LONG Copper (AI + tight supply)– LONG Gold (geopolitics)– SHORT Bonds Portfolio is no longer "AI-driven". He’s bearish on the Dollar but bullish on the US economy with disinflationary growth. pic.twitter.com/P9GfIB97EP — Geiger Capital (@Geiger_Capital) February 27, 2026 Druckenmiller once said, “Skate to where …
Infographic: Global gold demand;Global gold demand is being reshaped by shifting sovereign reserve strategies, changing investment behavior and an increasingly uncertain outlook. Infographic: Global gold demand https://t.co/KL9R4F1O48 — MINING.COM (@mining) February 5, 2026 https://www.mining.com/infographic-global-gold-demand/ Without metals and industrial elements — steel, copper, aluminum, iron ore, nickel, zinc, titanium, etc. — human civilization cannot exist. Nearly …
What happened at 10:00 am ET? Huge profit taking in gold, silver, and copper at exactly that time pic.twitter.com/kpEzu6wfBo — David Lin (@davidlin_TV) January 29, 2026 Trillions of dollars wiped out today. Gold dropped 10% today. Silver dropped 10% today. Stocks dropped 3% today. Bitcoin dropped 5% today. This wasn’t random. Everyone knows what’s about …
Major dealers are reporting a complete sell out on COPPER inventory. Standard 1oz rounds and 10oz bars are on backorder for 6-12 months. This is the exact same signal we saw before SILVER began its historic rally. Physical demand increases, and the price follows. The Catalyst: Global copper deficit has hit 600,000 tons already in …
(Bloomberg) — Copper hit a fresh all-time high above $12,000 a ton as severe mine outages and trade dislocations linked to US President Donald Trump’s tariff agenda put the crucial industrial metal on course for its biggest annual gain since 2009. Prices rose as much as 2% to $12,159.50 a ton on the London Metal …
by Michael 2025 has been a smashing year for those that invested in precious metals. The price of copper is up about 30 percent since the start of the year, and the price of silver has risen 128 percent during that same time period. I have been saying “we have never seen anything like this before” a …
Market liquidity is surging: The Treasury General Account (TGA) dropped -$78 billion over the last week, the largest liquidity injection since June. The TGA is the US government’s main cash account at the Federal Reserve, and when it declines, cash flows directly into the financial system and boosts liquidity. This marks the 4th-largest weekly drop …
You literally can’t make this up Los Angeles has a new barrier to getting to Democrats zero emissions. The homeless are stealing all the copper wiring out of EV chargers throughout the city “Thieves are targeting EV chargers for copper, cutting cords, even breaking into chargers using a hacksaw” “Could copper theft slow LA’s move …
Just in: Goldman Sachs told clients to go long copper just a day before the price crashed. pic.twitter.com/htDRa5TPZ4 — Markets & Mayhem (@Mayhem4Markets) August 1, 2025 Goldman Sachs told clients to buy copper just one day before the price crashed. On July 29, the bank recommended short-term call options, betting on a 50% tariff on …
Gold has taken the lead. Over the past 25 years, it has outperformed the U.S. stock market even when dividends are included. That’s not a short-term anomaly. It’s a long-term shift in how value is preserved. Since 1999, gold has surged 866.67%. The S&P 500, by comparison, has climbed 388.67%. That’s a full doubling of …
Copper traders are racing against the clock to move inventory into the United States before August 1, when a 50% tariff on copper imports takes effect. President Trump confirmed the decision on July 9, citing national security concerns. The tariff applies across the board, with no exemptions announced for origin or product type. The U.S. …
You can’t create new copper mines in our country. The copper mines in the world are where they are. There’s literally nothing you can do about it. You can tariff copper 10,000% and it still won’t change the fact that most of the copper on earth is in Chile and Peru. Why… pic.twitter.com/ffRehW6row — Spencer …
by confoundedinterest17 CC Rider! 30Y MBC Current Coupon (CC) spreads is widening. And metals are along for the ride! Gold and silver are soaring! What about Copper?
China has just reported its largest two-month copper imports in history. Don’t read too much into these weekend headlines about geopolitical agreements as if something fundamental has shifted. The world remains firmly entrenched in a deglobalization trend, which, in my view, is unlikely to change course anytime soon. The push to secure strategic metals is …
from Kerry Lutz’s Financial Survival Network We sat down with Ivan Bebek, CEO of Coppernico Metals (🇺🇸 CPPMF — 🇨🇦 COPR), to for a sponsor update to discuss the company’s latest drilling program and the booming metals market. Ivan shares exciting updates on their first 20 drill holes in Peru, revealing promising signs of a massive copper system. With …
from Kerry Lutz’s Financial Survival Network John Rubino is back. Gold and Copper Market Surge: Gold reached over $3,000 per ounce, hitting an all-time high alongside copper. Gold outperformed the S&P 500 since 2000 despite long periods of stagnation. Copper now recognized as essential for the energy transition and AI infrastructure. Mining Sector Growth: Mining stocks experiencing …
Copper is hitting record levels again, just like gold. While some investors argue these metals behave differently, the reality is they are strongly interconnected in the long term. In my view, we are likely in a profoundly constructive macro environment for metals. Silver,… pic.twitter.com/lwD0j1rBFQ — Otavio (Tavi) Costa (@TaviCosta) March 26, 2025 It is fascinating to me that …
In a discovery that’s got economists giddy and environmentalists reeling, Japan has found something very special deep under the Pacific Ocean. Scientists have uncovered a seabed covered with nodules near Minami-Tori-shima Island worth a staggering $26.29 billion. But while the find promises to turbocharge Japan’s economy for the next decade, critics warn it could sink …
Investing.com– Gold prices hit record highs in Asian trade on Tuesday, extending a recent run of gains amid persistent optimism over U.S. interest rate cuts, with focus turning to more upcoming cues this week. Among industrial metals, copper prices rose sharply after the Chinese government announced a barrage of stimulus measures, raising hopes of an …
🚨GLOBAL RECESSION ALERT🚨 Copper plummeted below $4.10 for the 1st time since Mar 2024, heading for the worst streak since the Pandemic CRASH. Copper fell for 9 days straight, as inventories SPIKED to highest since 2020. As a reminder copper is a key economic bellwether. pic.twitter.com/FGTB5A3fzt — Global Markets Investor (@GlobalMktObserv) July 25, 2024 ANOTHER …
by confoundedinterest17 Not so Sweet Home Chicago! After unexpectedly slumping last month to 37.9, the Chicago PMI index cratered even more unexpectedly in May, when it defied hopes of a rebound to 41.5, and instead tumbled even more, sliding to a cycle low of 35.4 which was not only below the lowest estimate, but was staggeringly low. To …
Gold, copper both at all time highs, every commodity exploding higher as inflation set to storm right back. pic.twitter.com/8vcunH1zAF — zerohedge (@zerohedge) May 20, 2024 JUST IN: Gold prices rise to a new record high of $2,450, now up 23% in just 3 months. Gold prices are now up 35% since October, even outperforming the …
Copper prices surge to an unprecedented high of $5.08 per pound, marking a staggering 30% increase year-to-date and fueling concerns of rampant inflation. This new record surpasses the previous peak observed in March 2022, coinciding with the fastest inflation rate in 40 years. Over the past three months alone, copper prices have skyrocketed by 35%, …
Think about today’s growth sectors – renewable energy generation, electric vehicles, AI – and the one thing they all have in common is an insatiable appetite for copper. To take one example, it requires three times as much copper to generate the same amount of electricity on a solar farm as in a gas-fired power …
https://twitter.com/WealthSpringTLD/status/1774398052217892978
