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Ron Struthers's avatar

Thanks for the comment Joe. There are a few other newsletters but not many. Most are just cheerleaders, they avoid reporting anything controversial or what some might consider negative.

I did a lot more Covid coverage early on, my readers were well aware of what was actually happening. I am focused more now on the fallout, both economically, investment wise and socially. To your point it is more like the vaccine is the virus!

I agree with you about the retail market, but others will drive things initially. There were 100s of buyouts in the mining sector last year and it will be the same in 2024. The supply gets reduced. There will be copper shortages with or without EVs, there simply has been a lack of investment for many years or decades. The investment that did come in lately, mostly went to lithium and that will be in over supply for a few years. I believe EV technology needs to improve 100% for a chance to work on a larger scale

Your points also make bottoms, and I like buying at a bottom, just some patience is required as the precise timing of the turn up is tricky, but just have a buying plan to keep adding over time.

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