Category Archives: Investment

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Since tariffs are likely to have a lower negative impact on Tesla (TSLA) than on many of its peers, the … Continue reading →

Turbulent waters for investors may not ease just because it says April on the calendar. The stock market sell-off is … Continue reading →

Veteran investor Rick Rule warns of a potential short squeeze in silver, predicting a “religious experience” for short sellers. In … Continue reading →

Gold hits new record early Friday on haven demand as the U.S. trade war with other nations appeared to be … Continue reading →

Xi emphasized on how the country is a safe and stable place for foreign business. “To invest in China is to invest in tomorrow,” he said in Mandarin translated by CNBC. 
Business leaders Xi met included Bridgewater Associates’ Ray Dalio, Standard Chartered CEO Bill Winters  and CEO of the Blackstone Group Steve Schwartzman.
“To invest in China is to invest in tomorrow,” Xi said in Mandarin translated by CNBC. 

Chinese President Xi Jinping on met with global executives on Friday, March 28, 2025.
CNBC | Evelyn Cheng

BEIJING — Chinese President Xi Jinping on Friday met with global executives and made a case for investing in the country, as Beijing focuses on reaching out to businesses amid escalating trade tensions with the U.S.
He said multinational companies had a big responsibility to “uphold global order” and that they needed to work hand in hand with China.

He emphasized that China was a safe and stable place for foreign companies. “To invest in China is to invest in tomorrow,” he said in Mandarin translated by CNBC. 
Echoing recent policy plans, Xi said that China would ensure fair opportunities for foreign businesses to participate in government procurement bids.
More than 40 people, mostly foreign executives and business officials, attended the roundtable meeting with Xi, including Bridgewater Associates’ Ray Dalio, Standard Chartered CEO Bill Winters  and Blackstone Group CEO Steve Schwartzman.
U.S. President Donald Trump has raised tariffs by 20% on China since January over its alleged role in the U.S. fentanyl crisis, and threatened a swath of new tariffs on major trading partners starting early April. Trump this week said he might reduce China tariffs to help close a deal that forces Beijing-based ByteDance to sell TikTok’s U.S. operations.
The U.S. this week also added dozens of Chinese tech companies to its export blacklist, the first such restrictions under the Trump administration.

China has increased its trade with Southeast Asian countries and the European Union, but the U.S. remains Beijing’s largest trading partner on a single-country basis.
Xi said U.S.-China trade tensions should be resolved through negotiations. “We need to work for the stability of global supply chains,” he added, noting there was no way out under decoupling.
Politburo standing committee member Cai Qi, China’s top diplomat Wang Yi and Vice Premier He Lifeng also attended the meeting along with the heads of China’s economic planning agency, finance ministry and commerce ministry.
Seven foreign executives spoke at the meeting before Xi gave closing remarks, according to an agenda seen by CNBC.
Xi gave individualized comments on the speaker’s remarks based on past history with the person or the company, according to Stephen Orlins, president of the National Committee on US-China Relations.
Orlins pointed out that the companies present at the meeting already had interests in China.
Beijing has sought to offset trade pressures, rather than retaliate forcefully. It courted the executives of major U.S. businesses at a state-backed annual conference that ran from Sunday to Monday. Apple CEO Tim Cook was among those who attended, while Tesla CEO Elon Musk was conspicuous by his absence.
Also on Sunday, U.S. Republican Senator Steve Daines met Chinese Premier Li Qiang in Beijing — the first time a U.S. politician has visited China since Trump began his latest term in January.
“This was the first step to an important next step, which will be a meeting between President Xi and President Trump,” Daines told the Wall Street Journal. “When that occurs and where it occurs is to be determined.”
The White House did not respond to CNBC’s request for comment.
Li urged cooperation and said no one can gain from a trade war, according to state media.
Top executives of major firms including FedEx, Pfizer, Cargill, Qualcomm and Boeing as well as U.S.-China Business Council President Sean Stein were also present at Daines’ meeting with Li, according to a foreign media pool report. Continue reading →

Copper broke out to a new all-time high yesterday, signaling the start of a powerful bull market—one that’s likely to unfold as part of a broader, long-term commodities supercycle.

Of course, I’ve been bullish on copper for several months. My view was that copper would emerge from its late 2024 slump and begin a long-term bull market.

At the time of my initial call, copper was struggling to hold the $4.00 per pound level. Today, it has surged to a new all-time high of $5.21 — a breakout that signals the start of a powerful new bull cycle.

Given copper’s strong historical correlation with silver, and the role of arbitrage algorithms that reinforce this relationship, I believe silver is poised to follow copper’s lead higher.

Copper’s weekly chart reveals a major resistance zone between $5.00 and $5.20 — a level that has held firm for the past three years. Yesterday, copper began to push above this critical zone, which is a strong bullish signal.

However, for full confirmation of the breakout, I’d like to see a decisive weekly close at or above this level.

The monthly copper chart reveals an ascending triangle pattern that has taken shape over the past few years. Copper is now beginning to break out of this formation, which is a highly bullish development.

That said, I’d prefer to see the monthly candle close at or above this level to confirm the breakout. If confirmed, I believe this move will mirror the strength of the 2020 rally that preceded it.

Using the measured move principle in technical analysis, the breakout projects a potential $3 per pound advance—taking copper to $8, which represents a 53% gain from current levels.

The Global X Copper Miners ETF (COPX) is also forming an ascending triangle pattern, though it has yet to break out. However, with copper’s bull market gaining momentum, a breakout in COPX appears likely in the near future.

The breakout in copper miners should also invigorate silver mining stocks (and the SIL and SILJ ETFs) given the significant overlap between the two as silver is often a byproduct of copper mining.

As I’ve often highlighted, I developed an indicator called the Synthetic Silver Price Index (SSPI) to validate and analyze silver’s price trends. The SSPI averages the prices of gold and copper, with copper weighted by a factor of 540 to ensure gold doesn’t dominate the calculation.

Although silver itself isn’t part of the input, the index has shown a strong correlation with silver’s actual price movements, offering valuable insights into its underlying price dynamics.

For much of the past year, the 2,600 to 2,640 zone has acted as a critical resistance for the SSPI. I’ve consistently stated that a breakout above this zone would mark the beginning of a bull market in both the SSPI and silver.

Now, with copper’s bull market gaining traction, the SSPI is set to move even higher—making it increasingly untenable for silver to remain stagnant. The ongoing divergence between silver and the SSPI is highly unusual.

However, that disconnect appears unsustainable. With upward pressure building, silver looks primed to break out—and that shift could happen at any moment.

Now, let’s take a closer look at silver itself. COMEX silver futures saw a brief pullback over the past few days but rebounded sharply today with a 2.2% gain—right in line with my expectations, likely boosted by the strength in copper. 

Importantly, silver continues to hold above the key $32–$33 support zone, which is an encouraging sign of underlying strength. The next critical test is the $34–$35 resistance zone. 

Once silver breaks through this level decisively, I expect it to accelerate toward $40, $50, $60, and beyond.

In recent months, I’ve become increasingly convinced that we’re on the verge of a new commodities supercycle—one that could last 10 to 15 years, much like the boom of the 2000s.

This emerging cycle isn’t limited to gold, silver, or copper; it spans a wide range of commodities, from crude oil and natural gas to cotton, wheat, and sugar.

Copper’s recent breakout appears to align perfectly with this thesis, signaling the early stages of a broader, inflationary surge in hard assets.

Gold’s powerful $1,000-per-ounce rally over the past year may have been the market’s early warning—a sign that something big is brewing.

While this trend would have concerning implications, it also presents a tremendous opportunity for those who are aware of it.

I won’t delve into all the reasons behind my expectation of a commodities supercycle here (though I’ll explore them in depth in an upcoming report). For now, I’ll highlight a few key factors driving my view.

First, the commodities-to-Dow ratio shows that commodities are significantly undervalued compared to stocks, reaching levels historically seen before major commodity bull markets and periods of stock market stagnation.

This points to an impending capital rotation, where investment shifts from equities into hard assets and natural resources.

Another key reason I anticipate a commodities supercycle is the extreme overvaluation of the U.S. dollar relative to other fiat currencies, a phenomenon unseen in over 120 years of data except in 1933 and 1985—both periods followed by significant dollar declines.

Historically, the U.S. dollar and commodities share a strong inverse relationship. The dollar’s unusual strength in recent years has been a major factor suppressing commodity prices.

However, an impending correction in the dollar’s value should trigger a powerful bullish surge across the commodities sector, including assets like copper, gold, silver, and mining stocks.

U.S. stocks are significantly overvalued and appear to be in a massive bubble.

One compelling indicator is the S&P 500’s cyclically adjusted PE (CAPE) ratio, which reveals a market more overstretched than it was before the 1929 crash and the Great Depression.

When this bubble bursts, much of that capital is going to shift into tangible, useful assets—namely commodities—driving their prices sharply higher. This surge will fuel severe inflation and further erode the value of fiat currencies.

To summarize, copper is embarking on a significant bull market, which I expect to be part of a broader commodities surge that will unfold in the late 2020s supercycle.

I expect the strength in copper and gold to propel silver out of its current lull, sparking a rally that takes most investors by surprise.

Meanwhile, I’m deeply concerned about the U.S. stock market bubble, which I believe is nearing its end. Its collapse will channel significant capital into hard assets, rewarding investors positioned in this space.

I’m aligning my strategy accordingly and look forward to sharing more insights on this theme in the future. Continue reading →

Silver has ripped 40% higher over the past year. It currently trades at $34.33 per ounce. Despite the healthy price … Continue reading →

Even wealthy luxury car buyers may be stopped in their tracks due to new Trump auto tariffs. And that could … Continue reading →

Gold was little changed early Wednesday, continuing to trade near its record high above $3,000 an ounce on fears that … Continue reading →