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The West's Dependency on Chinese Metals Left the Room with Hu Jintao

Mining Stock Daily

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The QE Brain Got Destroyed in That Period

I joke that a pivot is like a box of M&Ms with closed eyes. You don't know what you're going to get, and I see a lot of people have in the same mentality right now. So it's a very possible scenario that the sectors that people love do nothing to slash go down for the next few years because their cost structures are bloated. But on the other side, you still have the reshoring on the commodity side or you have the energy services, you know, staying tight. And just to be clear, I'm kind of bearish on a few commodities for the next two years, but I'm just trying to give a frame that there are long opportunities

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