Copper, Travel & AI

Check out the accompanying pdf and chart collection. Executive Summary: Investors worried about US inflation might want to take a look at copper prices, which have fallen ytd. Copper faces gleaming long-term fundamentals, with global demand poised to soar as the EV and other electrification markets take off. But the commodity’s recent price action has been dulled by investors’ economic pessimism. … Also: Jackie examines what’s been grounding the stock price indexes of most travel-related industries. … And: AI’s transformative reach extends way beyond OpenAI and Bard. A look at some startups’ popular AI offerings.