It is a good time to top up your copper holdings, vcj, although it is unclear whether this is the absolute bottom or not. Only history can deliver a verdict on that question.
On SFR M&A, we need to recognise that all the players are intact and solvent. There is now a cordon sanitaire around the USA, in the sense of domestic production for domestic consumption but be fearful for those seeking to trade into or out of the country. The overall appetite for copper continues unchanged.
The legislature, bureaucracy and judiciary eventually found the means to stymie Trump's excesses in his first term. He has now learned new tricks, but then, the rest of the US government has too.
When Trump's blue-collar MAGA supporters eventually work out that tariffs mean consumers subsidise producers, they will be furious.
Anticipate high drama and colourful theatrics.
Meanwhile, the rest of the world will simply get on with things.
Ash
SFR Price at posting:
$8.85 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)