Folks know my opinion on inflation being in a generational bull market.
Generically speaking I am looking for thematic trades around this when they present and I have been long some metals/miners.
Copper looks to be headed higher in the weeks ahead despite the pattern portraying a series of a-b-c moves.
Generically speaking I am looking for thematic trades around this when they present and I have been long some metals/miners.
Copper looks to be headed higher in the weeks ahead despite the pattern portraying a series of a-b-c moves.
Comment:
$ weeks have passed and Copper is 8% higher and has technically "done enough" but I think it has a bit more room on the upside so I'm staying in the trade and in the miners for the time being.