"Jeśli problemy z inflacją ustąpią bardzo szybko, gdy Cieśnina Ormuz zostanie ponownie otwarta, a sytuacja na Bliskim Wschodzie wróci do jakiejś normalności, cóż, gdy to się stanie, miedź może wystrzelić, złoto się uspokoi, a wskaźnik PMI dla przemysłu w USA będzie nadal gwałtownie rosnąć." "If the inflation problems will subside very quickly once the Strait of Hormuz properly reopens back up and things return to some kind of normal here in Middle East, well, once we get that going on, copper can break out, gold chills out, the US PMI for manufacturing keeps raging higher."
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… Now, the reason we talk about this is because when copper starts to overtake gold, it always coincides with a major period of economic expansion. They call the data center build-outs and stuff like that. They need copper more than gold. So, when the economy is doing good, which the US economy is currently doing fine, if the inflation problems will subside very quickly once the Strait of Hormuz properly reopens back up and things return to some kind of normal here in Middle East, well, once we get that going on, copper can break out, gold chills out, the US PMI for manufacturing keeps raging higher. It's been in breakout territory for about 3 or 4 months now, which means the business cycle is officially restarting according to that metric. These are all very good things. Psychedelic, the pieces continue to fall as predicted. The contraction to expansion process is following its usual pattern to a complete T. I remember when gold was pushing 5 …
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