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Just as one might think we are drifting into a bit of an early summer low we see that some commodity markets and precious metals have some alive.Friday was a day for spot Silver passing US $30 and this morning we see that Copper has also been on a bit of a tear. BREAKING: *COPPER PRICES HIT A NEW RECORD HIGH ( Investing.com) So let us take a look. Copper ...
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In our team meetings, we often discuss the shifting sands of the market. Not only is it an interesting topic, but it poses a challenge for asset allocators. We are in the midst of a multi-year outperformance cycle for large-cap growth. The companies that have driven this outperformance have all become household names: Alphabet, Amazon, Apple, Meta, ...