Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.
Yesterday, Bloomberg observed that copper delivered its best twelve-month return since 2009. The forty percent move led other industrial metals to impressive gains. The global supply-demand imbalance is expected to propel the metals to new highs in the future. The Rabid Capitalist’s mining portfolio (BHP, RIO and VALE) has captured these price moves, generating attractive returns on an absolute and risk-adjusted basis. The miners have a bright future.
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