Agree with most, but aluminium? Ally has been horrible, too much of it, high cost in production, China has it by the balls (as most things).Copper, (if a break above 2750, then to the moon) palladium, aluminum, the industrials more so than the precious. On the precious side, platinum is the only thing working. Gold is looking to get a bid right now, but has a lot to prove still.
there’s a divergence between gold and the gold miners that is hard to ignore. If GDX falls below 31, kiss gold goodbye. But, If it holds up, gold could rip, and rip quickly.
I still believe copper over gold however
until proven otherwise.
I would tend to agree but it depends on how auto manufacturing will evolve. If aluminum replaces steel in EVs, the demand will increase. I just don't know what % that represents in the sector.Agree with most, but aluminium? Ally has been horrible, too much of it, high cost in production, China has it by the balls (as most things).
Copper over gold - yeah agree. Gold is a bugger to know what it will do next, my call - crypto will go the way of gold - highly unpredictable and difficult to trade. (In future).
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Ally 20 years
Horrible!Mickey - AA, ACH, KALU. Not much to dislike there. Up and to the right, higher highs, higher lows, faster and further than most other metals. faster and further than most things on earth since October. That means people want it. Now. Infrastructure bills drive demand for materials, if you want the macro bedtime story.
AA is coiled up.

The wider the base, the higher in space.Silver has made significant gains in the past. However, it has not risen past US20 per ounce since 2016.
