Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
In 2023, the Rabid Capitalist recommended that technology investors rotate into the copper miners through our mining portfolio (BHP, RIO and VALE). The rationale: the road that leads to an artificial intelligence-based economy will be paved with copper. The secular trends associated with AI and renewable energy will continue to boost metals and our mining stocks prices.
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