Jan. 17 at 11:49 AM
$VALE $RIO $ALB $FCX [Explained] Demand for AI infrastructure, compounded by the debasement of the USD (DJT) have driven commodity markets on an exponential breakout. Hard assets less influenced by monetary policy or political predilection become increasingly valuable under these backdrops. Gold, Silver, Copper, Tin, Lithium - they are all running for the reasons noted. Demand from Corporations, Demand from large institutional investors rotating from USD and Demand from fear/hedge US monetary/tariff policies.