RE:It's a long way to the top.All assuming the actual economy doesn't collapse under the weight of unimaginable debt, rising interest rates and inflation.
I'd love to embrace the copper / battery metals theme but can't be a buy and holder even as promising as TGB is now.
If the economy craters...which is not unlikely.....copper prices will plunge and even TGB will revisit its lows
The "everything bubble" is on shaky ground. A market crash, an economic crash, a China crash etc could all bring this new optimisn to a grinding halt.
At best we're "late cycle" not at the start of a new economic expansion from a washed out start. The big important macro risks loom large.
I wouldn't get too excited that this is the start of something big....most likely its a false start...too many colossal issues out there to think all is just fine and dandy