An Energy Crisis, a Chip Shortage, Infrastructure… and Copper

The stock market rally finally suffered substantial losses Thursday as the 10-year Treasury yields continue to rise. So, do we find ourselves staring down the barrel of a broad stock market retreat or a sector rotation?

An Energy Crisis, a Chip Shortage, Infrastructure… and Copper

November 05, 2021

I complain about financial media being lost at sea from time to time... But I also try to acknowledge when they get it mostly right.

Bloomberg actually did a nice job Thursday of hitting all the high notes.

It touched on the Global Energy Crisis and infrastructure, but missed on the effect that will have on copper demand.

But we didn't, and I have an idea how this is all going to play out…

And how to make it play in our favor.

Cuckoo for Copper

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This FREE TRADE Is Ready to Pounce On Inflation... Before the Fed Does

November 03, 2021

Energy and the Global Energy Crisis have been a hot topic of ours lately... Although we're going to shift gears a little, our free trade this week still falls in line. But we can't get to that without discussing inflation.

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