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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?


To: Steve Felix who wrote (33867)10/29/2021 1:45:59 PM
From: Jacob Snyder1 Recommendation

Recommended By
Graustus

  Read Replies (1) | Respond to of 34328
 
Wow. Thanks for posting that. Everyone should do that more: commenting on old predictions, to see how it turned out.

Congrats to ENPHASE longs.

Yes, copper and miners have gone sideways since my post. But I have repeatedly said, the secular bull market in copper is a very LT prediction. When all the companies trying to make EVs ramp up their production, copper will break up, out of the current 4-4.8$ channel.

I am not smart enough to guess correctly, which manufacturer will make the most profitable component for the ElectrifyEverything build-out. I think I am smart enough to figure out the supply/demand balance for copper, which is a much simpler equation. I like simple.