Inflation adjusted gold mine leverage

Most times it's better to just buy gold. 

Copper Treatment Charges Plunge

Copper is going into massive deficits of -300K tonnes in 2024. 

Tech Vs. Commodities

It's better to buy commodities than technology. 

Gold Forecaster Index: 2024 Excellent Year For Gold (09-Jan-2024)

 

Bonded Copper Premium Vs. Copper Price

Bonded copper premiums give you a mid-term buying indicator for the copper price. 

China zinc concentrate imports Vs. Zinc price

China zinc concentrate imports decline, when the China zinc price (SHFE) is lower than the international zinc price (LME). This is a leading indicator that the international zinc price will drop as the Chinese will import less of it. 

Zinc balance isn't looking good for the future.

Shanghai gold premium gives $2200/ounce target

The Shanghai gold premium gives a target of $2200/ounce by March 2024. 

Stock Bond Correlation Vs. Gold Yield

Stock-bond correlation is strengthening.

This means gold will rise on higher yields.

Historically, bonds and stocks are positively correlated.