I generally do not find commodities to be good long-term investments; the price volatility and capital intensity lead to boom-and-bust cycles that hurt compounding benefits. Nonetheless, copper has been on my radar for some time, given its electric conductionExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely e ...