Welcome to the start of the next great metals bull market. It is set up to be more powerful and longer lasting than the one from 2001 to 2011. Start your engines.
This is a sharp and comprehensive critique of the current economic and trade policy environment under Trump, capturing how the tariff drama is creating uncertainty and disruption beyond just headline noise. The piece does a great job highlighting the disconnect between political bravado—“the greatest negotiator” and “4D chess”—and the tangible economic consequences of ongoing tariff threats: suspended corporate guidance, stalled investment and hiring, and growing unease among consumers and CEOs alike.
This is a sharp and comprehensive critique of the current economic and trade policy environment under Trump, capturing how the tariff drama is creating uncertainty and disruption beyond just headline noise. The piece does a great job highlighting the disconnect between political bravado—“the greatest negotiator” and “4D chess”—and the tangible economic consequences of ongoing tariff threats: suspended corporate guidance, stalled investment and hiring, and growing unease among consumers and CEOs alike.