Bushels š¾ Barrels š¢ & Bullion š°
@BuBarrelBull
In August I rotated back out of miners, after a rebound, into energy stocks.
Now Iām rotating out of energy into miners. Gold and copper in particular. I think gold defended these levels before and it will again. The setup into 2027 is perfect.
Copper is trading near all-time highs and Chinese premiums are surging. Yet the equities are a bargain. Why? Because of an AI growth scare that never mattered anyways. Copper is a supply story.
When everyone panic sells I buy. This is the way.