When Donald Trump left the Oval Office in 2021, his extensive list of accomplishments was summarily disregarded by legacy media apparatchiks with Biden occupying the White House. One of the first tasks undertaken by Trump in 2017 was a war on regulatory red tape...
In April 2019, I published Part 1 (Twitter thread) to explore a copper supply shortage on the horizon. The price of copper subsequently rallied 75% to its most recent high in March 2022. CME Group copper futures on the COMEX rallied this winter after a pullback last...
After penning the “Growing Risk of Recession as Bread and Circuses Distract the Plebeians” Part 1 , 2 , and 3 (Twitter thread) since the end of March, one data point from the Fed’s officialdom has confirmed that the United States is in a technical recession and...
The Tin Man has come a long way baby since making his debut in the Wizard of Oz. With the rocket shot in the price of tin since Jan. 2021, he can now afford a few more luxuries, another polishing, and have the heart implanted that he dreamed about. Tin is not a metal...
The supply of copper doubled between 1994 and 2014. Production peaked in around 2012 and has fallen sharply ever since. The supply deficit in 2019 is projected to be much larger than 2018, and the estimated gap between supply and demand will continue growing until at...