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Copper Hits Record High and What It Signals for Stock Pickers
Copper just hit its highest price ever, and Lucas and Luna dig into what that record actually tells stock pickers. They unpack the metal's role as a leading indicator for global growth, how the AI buildout and the energy transition are reshaping demand, and why a copper price spike doesn't automatically mean a green light for mining stocks. They look at the supply side too — why new mines take a decade to come online and what that means for pricing power. And they get practical: how a stock picker can use copper as a signal for cyclical sectors, from industrials to utilities…
The skinny
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