In today’s briefing:
- Overview #30 – the Summer Doldrums-Not! Stage setting for the next phase of the bull market.
Overview #30 – the Summer Doldrums-Not! Stage setting for the next phase of the bull market.
- A review of recent events/data impacting our investment themes and outlook
- Tariff chatter is a sideshow; the real focus should be on the US Administration’s Fed plans
- Non-Chinese miners of rare earths and other strategic minerals will command a steep premium.
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