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**Listen: Goldman's Copper, Gold, Silver Report Podcast
Housekeeping: as promised in Monday’a post.
Read, listen, or follow along as requested by 2 Founders who drive more than they’d like to and cannot read.
Based on feedback (comments, DMs likes etc), we may do more of these as needed.
Find attached:
* A dry read through of Goldman’s latest Metals report focusing on Copper and Gold with substantive implications for Silver.
* Exhibits.
* GoldFix comments where appropriate, are isolated at the end of each section to minimize flow interruption.
Thank you.
Topic Timestamps:
0:00- A turn in the industrial cycle.
2:16- China’s green policy put.
4:53- Europe’s price stimulus.
6:52- Copper’s supply shock progresses.
10:40- Gold’s bullish reawakening.
* 13:30 - Extended translation/ Gold comment.
21:18- Aluminium’s China import surge.
24:30- Iron ore’s sobering sell-off.
27:26- Final word on this report’s implications.
Exhibits 1 through 19:
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