Analyzing Performance and Opportunities in Copper and Gold Markets

The chapter explores the recent performance of hard commodities, focusing on the surge in copper prices and the potential impacts of market dynamics like China's bond yields and US stock market valuation. Discussions also cover arbitrage opportunities in copper markets across various exchanges, the significance of strategic reserves for critical metals like nickel and lithium, and trading strategies anticipating a decline in copper prices. Additionally, the conversation delves into the growing investor sentiment towards commodities, highlighting the reasons supporting the case for gold and predictions about potential price trends.