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MarkelNo opinion, just staying put and turtling 🐢
With the oil crisis, the US dollar strengthens, inflation rises, and interest rate cuts are reduced, no matter who wins this war, metals will fall in the short term because everyone will run back to the US dollar, so stablecoins will rise; but once it ends, they will bounce back quickly. So I'm being honest, I'm stuck between a rock and a hard place because the long-term demand for copper, gold, iron, and aluminum is here.
$Southern Copper(SCCO.US)
$Cleveland Cliffs(CLF.US)
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