Comments by "Walter Burton" (@WalterBurton) on "" video.

  1. The copper input (price) will come down near-to-middling term because of relatively straightforward supply realignment; the petro input will swing back up as Russian crude comes off the market and China gradually reopens. What I don't have is any sense of how scarcity of the end product is going to shake out. That is, it's not clear to me how cratering demand (for wire) in China (they do NOT need any more housing!) balances against the upward demand pressure in the US. 🤔
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