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But we saved everything 🙂.
Brandon Beylo expressed excitement at the prospect of copper prices returning to $5.50 per pound, suggesting this could present more compelling opportunities in the mining sector.
Beylo indicated that those currently seeing bargains in mining may find even better scenarios if copper reaches this price level.
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Beylo has recently commented on other market sectors, noting that large cap med-tech stocks are trading at their lowest multiples in over a decade. He has also described the current landscape for AI assets as a “whipsaw,” cautioning that both owning and avoiding AI assets may carry risks. These observations reflect his focus on valuation shifts and challenging environments across different industries.