- Everyone was negative on copper just a year ago. Today, most are positive.
- There are two factors that help determine whether there will be a future turnaround or not for a commodity.
- The nice thing is that all the data is easily accessible with a bit of research and a long term view.
I’ve been writing about the imminent supply gap in copper for about a year and a half now. However, when I first came out with this thesis, the copper environment was extremely negative.
The following headlines are an example of just some of the negativity surrounding copper in the last three years. More →