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Bullboard - Stock Discussion Forum Ivanhoe Mines Ltd. T.IVN

Alternate Symbol(s):  IVPAF

Ivanhoe Mines Ltd. is a Canada-based mining, development, and exploration company. It is focused on the mining, development and exploration of minerals and precious metals from its property interests located primarily in Africa. Its projects include Kamoa-Kakula Complex, Western Foreland, Kipushi and Platreef. The Kamoa-Kakula Complex project is a stratiform copper deposit with adjacent... see more

TSX:IVN - Post Discussion

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Post by idleweiss on Apr 30, 2023 10:12am

Copper

Which assets have priced in a recession and which have not according to Rosenberg. Note that all the CRB commodities (and copper is a part of the CRB basket) have priced in a recession 100 percent according to him:

https://financialpost.com/investing/which-assets-priced-recession-which-havent
Comment by 1student on May 01, 2023 2:15am
Alas, there's another mouth piece, David Rosenberg, who is talking his book. Ask David Rosenberg exactly "what kind of recession" (and I've seen at least many as David Rosenberg has) the CRB commodities have already 100% priced in - can he actually define a recession anymore? Keep in mind that North America as a whole has not actually seen a prolonged and "real" ...more  
Comment by BSdetector2016 on May 01, 2023 9:25am
Thanks for posting. This histogram shows things very clearly.
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