I don't focus on copper as heavily as other commodities because I'm relatively bearish on industrial commodities over time, expecting more disinflation to come before a shift, with copper exposure tied to the reflationary outcome thesis.
factualpending
Speaker
Raoul PalEvidence Quote
“Bearish over time industrial commodities... more disinflation to come”
Created: 8/12/2026, 10:22:19 PM
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