You could hold on to them that way. You could actually go out and buy copper, right? I don’t suggest that, you know, physical copper, because the premiums are insane. You could also buy mining stocks, right? So let’s talk about the global copper situation and what that means for all of us. And you know what? Because the Economic Ninja sometimes isn’t totally prepared. I’m just going to check my mics. All right, the mics are on. Here we go. So there’s a handful of reasons why copper is rising, right? There’s strong demand across tech and energy sectors.

It says here, copper is essential for electric vehicles, renewable energy infrastructure, AI data centers and expandable electrical grids. Well, to be honest with you, the Economic Ninja does not. Well, he does talk in the third person. But also, I don’t actually agree with that. You see, that’s the narrative that’s been going around. But in all honesty, what’s happening is the world economic system is fracturing into two, one side being the West, Europe, European countries and the US, Canada, countries like that. And then all of the BRICS nations. And then there’s actually there’s three segments.

You know, the BRICS being comprised of China, India, Russia, Brazil, you know, South Africa or whatever. You get it. My point is there’s actually a third group. There’s a bunch of countries going, crap, which way do we go? We don’t know if we should go at the West. We don’t know if we should go at the BRICS, but that’s really what’s happening. So there’s a fracturing and there are governments, there are banks, there are corporations that are investing in silver. See, the truth is there are less electric cars being sold right now than there were during the boom days a couple of years ago.

And actually, we’re in a silent recession right now. And a lot of people don’t understand that because all they see is the stock market being higher. Well, let’s go into some other reasons why people believe the copper is going up. Tight supply versus surging demand. It says even as demand grows, global copper supply is struggling to keep pace. Now, I do believe that I just don’t believe that it’s at the pace that it was a couple of years ago. Okay, I think that there’s also a lot of companies that are stockpiling silver and governments that are stockpiling silver.

So that’s why the supply is tight. So I want people to understand the way I look at it is supply is tight not because the economy is booming, but supply is tight because there are people hoarding. Now, it says here, the record high prices are reflecting scarcity. That is true, but a lot of those prices are created in the stock market. It says copper prices recently surpassed $13,000 plus per metric ton. Tongue, tongue, tongue, tongue, tongue. Oh my gosh, Ninja, get it together. Reaching historic levels as physical shortages and inventory constraints push the market higher.

Now, this is the big one and this is where I think, well, two points that I want to make, I got it off the internet. Trade policy and tariffs. Geopolitical factors, including tariffs and trade distortions. That is 100% what I believe is happening right now. Okay, which leads to the next point and that is speculative positioning. You see people like myself speculate and I don’t know if you are too that hey, as the world is fracturing apart. It’s not a dollar system anymore. It’s a multi-currency system because China’s winning man. They’re pushing out their currency.

They want to make it the number one currency in the world and they’ve got a lot of trade partners that they’ve gotten together since 2014, 2015, right? So there are a lot of people speculating like hey, as countries like China decide, hey, we’re going to stop pushing out so much metals, base metals, precious metals, things like that and we’re going to start aggressively buying even more than we have and China is an aggressive buyer. Then that is why you’re seeing the price go up. So now what am I doing? Just you know, I currently do not own any copper stocks.

I have 1982 and older pennies that I’ve set aside because why not? They’re worth more than a penny. It’s like free money. Is that going to make me rich overnight? No, but 20-30 years from now, is a copper penny going to be pretty rare? Yeah, they are because a lot of people didn’t set them aside and the government’s taking them back and melting them down because they need the copper. So for the collectible value, I think that’s going to be a game changer. On the other side, I may look into copper stocks, but I’m still concerned about the current stock market situation and if the stock market weakens, it’s going to take down all commodity prices because there’s less money in the system as people lose money.

I hope you got something out of this. If you’d like, I’m going to put a link down below to the newsletter. It keeps you on track. I don’t share your information or anything. All the email does is you get a one-week synopsis of all the videos I’ve made. So it keeps you on track with what’s going on. Hopefully you got something out of this. The Academic Ninja is out. [tr:trw].

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