Copper is going much higher as underinvestment collides with demand growth. AIA Weekly 4.13.24

Market got spooked by media and Brandon on Friday. It will go even higher. They don't want to see commodities to go higher that's why they made up a fake story about Iran! Iran doesn't want war!

This should be a 10 min show. One minute each graph, tweet or news article. disclaimer in the description, no need to repeat 5 minutes disclaimers.

I'll put in the good word regarding the newsletter. Been a subscriber for about 1.5 years now, it's well worth the money.
Also, the discord community has resulted in a quite a few ideas.

Go to the content b4 asking to follow or money

Last time I got gas it was a little under five bucks a gallon. Six bucks this summer wouldn't surprise me. I'm in California

garbage short copper oil weat corn lead gold and silver

Kathy Wood's job is to pull the bag holders into the bubble.

my weekly font of wisdom and common sense!!
orange man bad is not running to marry your sister, he's running to save our economy to some extent ... the options are not good

Carbon tax credits kept Tesla alive for years,one form of social welfare

Thanks John. I look forward to your presentation every week.

Great commentary as always. Please keep on doing these.

Excellent presentation as always, thank you!

Very informative

Your content getting better and better, John. If you're reading this and aren't subbed to John's service, you're missing out. He's been over the target for years. We're in the early stages of a commodities bull market, and John is one of few I support in terms of paid information.

Keep up the great work. Couldn't agree more with your sentiments (investing and otherwise). A breath of fresh air.
Cheers,
Justin

They need everything they can throw at the grid with manufacturing coming back to the u.s. while solar electrons to away. I expect a disaster.

👍

A really great one.

Better to be 20 in the 70's than 70 in the 20's

SPPP. Time to get back to platinum & palladium.

My assets have cost me a fortune. I bought homes in an oil based economy town in Canada and values are still down over 50% from 2014

Excellent and looking to subscribe

John is a voice of reason and a value add to that way I look at markets. I look forward to watching this weekly and have subscribed.

I do enjoy a good John Polomny rant and its good to get it off your chest

"Tech! Tech! Tech!" - John Polomny

Cathie Wood...what a fraud. I knew she would blow up. UK prices are cheap due to woke politicians.

Oh shit john giving up the day job. Top is in

Cathie wood left more behind to drown than Noa🤦

“Porridge brain”! Guy in the comments that wants a speedier podcast. Put your joystick down for :5 seconds and concentrate. Excellent episode once again. Nice to see Justin chime in with a comment. Gas is $1.70 where I am in Canada. $2.00 this summer. Lower ore grades as mines mature will bode well for Copper…and all other industrials.

Starmer: He is elusive, the question is what face or what direction will he take once in power>?

Solar: Farms are BS, however would solar not be much better if intergrated into the fabric of buildings? photovolcaic (right word?) would be magical for households and building premesis. The tech is there and there would be an entire manufacturing, logistical chain, instelation and maintaining requirements would increase jobs...valid futureproof work for an army of workers. The same extends to wind power huge 100 meter wind generators arent the only viable tech available.

full time. congrats john

I really don’t buy the copper bull thesis. EVs aren’t going to grow like people are modeling. Definitely won’t grow when we enter a massive recession. Green power only works with high government incentives and low rates. Plus so much copper is recycled and demand for copper for home construction going to like zero as pex becomes the piping of choice. I could be wrong.

Fantastic video as always John. Thank you !👏

That is a very good observation Mr John. Big Tech versus the environmentalists. It is a showdown that I will be watching, it's time we have rational players at the table again.

Min. 46: "Whom else am I going to vote for ?". Please look into JFK. H

Excellent video as always John,
I share the same sentiments regarding China and of course resources right now,
glad to see someone else noticing how ridiculously cheap China is - buying quite a bit on the HKex recently. Will look into UK stocks a bit more, have neglected research in Europe the last 5 months or so as I've had other priorities.

Some amazing Chinese energy and tech trading near P/B or below, some with more than their entire marketcap in net cash, truly absurd market right now...meanwhile US tech is sky-high.

❤ 👍

The Bleacher Bums keep taking the L ... I wonder if they'll ever notice.

Observation and Assessment is spot on-Value is what I want

In the end we are just powering a mass of dumb people... I just saw a post that someone was asking AI all sorts of basic stupid questions "learning from AI" when they just basically didnt learn these things the normal way.... or googling something....

We used to teach computers basic info 1011001011010 ... today we have people asking "AI" ( a kind of dumb computer knowledge ) to teach us !!! :( ... but using a tonne of resources per question, so basically we are powering stupidity / laziness

Are we really advancing civilization with AI as a whole ??? probably overall NOT right now .... the world might be better off to take things slower