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41.2 Copper Prices Signal Inflation (they’re wrong!)

Summary:
Is the nine-month copper price blastoff due to monetary reasons (central bank printing, government budget deficits) or fundamental reasons (supply and demand)? Jeff Snider explains the fundamental backdrop (along with speculative fever) but dismisses monetary motives. ----------SPONSOR---------- But first, this from Eurodollar Enterprises! Friends, are you confused by the financial press? Are the pretty people on Bloomberg speaking in paradox? Are the esteemed pages of The Economist written in contradiction? Then The New Eurodollar Enterprises Dictionary of Echo-Nomics is for you! Yes, from AbeMoronics to ZIRP (Zero Interesting, Reasonable Policies) confidently leaf through your folio to define Yellenism, Powellution and Greenspam. "Money", a noun, is defined as "a blessing that

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Is the nine-month copper price blastoff due to monetary reasons (central bank printing, government budget deficits) or fundamental reasons (supply and demand)? Jeff Snider explains the fundamental backdrop (along with speculative fever) but dismisses monetary motives.





----------SPONSOR----------

But first, this from Eurodollar Enterprises! Friends, are you confused by the financial press? Are the pretty people on Bloomberg speaking in paradox? Are the esteemed pages of The Economist written in contradiction? Then The New Eurodollar Enterprises Dictionary of Echo-Nomics is for you! Yes, from AbeMoronics to ZIRP (Zero Interesting, Reasonable Policies) confidently leaf through your folio to define Yellenism, Powellution and Greenspam. "Money", a noun, is defined as "a blessing that is of no advantage to us excepting when we part with it." What is a synonym for "Wealth"? Impunity. What is the compound word for making economics erotic? "Bernanke-panky". The New Eurodollar Enterprises Dictionary of Echo-Nomics! New! From Eurodollar Enterprises.





----------WHERE----------

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AlhambraTube: https://bit.ly/2Xp3roy

Twitter: https://twitter.com/JeffSnider_AIP

Twitter: https://twitter.com/EmilKalinowski

Art: https://davidparkins.com/





----------WHEN----------

00:01 Why do we care about the copper price above all other metals (with the exception of gold)?

01:56 How strong has the copper rally been? Why did it start - was it fundamental or monetary?

06:16 Copper mine supply is expected to fall in 2020 by 2.4%, or thereabouts.

09:14 China's State Reserve Bureau is believed to be stockpiling material amounts of copper

12:02 What does data out of the US Bureau of Labor Statistics suggest about the copper rally?





----------WHAT----------

The Doctor Is In?: https://bit.ly/3pX7eoI

Alhambra Investments Blog: https://bit.ly/2VIC2wW

RealClear Markets Essays: https://bit.ly/38tL5a7





----------WHO----------

Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, a metal man.





----------10 TAG----------

#JeffSnider #Copper #Inflation #MineSupply
Jeffrey P. Snider
As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base.

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