Copper Miners Living In Dream World

Copper miners are assuming a very high copper price. Someone will be wrong. 

Yield Curve Inversion Vs. Stock Market Correction

The longer the yield curve stays inverted, the bigger the stock market drawdown. 

Metals outlook

IEA issues outlook for copper, nickel, lithium, cobalt, graphite. 

Copper:

Nickel:

Lithium:

Cobalt:

Graphite:

Leading Indicator Falling

The economy is not doing so well. 

Silver Inventories

This is how the silver inventories compare. 

Sprott Update

Sprott update:

Buys: Exxon, Equinox, Gatos Silver, CF Industries, Sigma Lithium

Sells: Steel, SSR, B2Gold, i-80 gold

 

Gold is at the start of a bull market

Some nice gold charts.

 

Central bank rate cuts are bullish gold

The guidance on rate cuts by central banks. 

Sahm rule alert

Recession is nearing. 

Gold Forecaster Index: Stagflation!