“in the next ten years, we have an additional 10,000,000 tons of demand for copper. Where's that gonna come from? It's not like building a house. It might take you, if you're lucky, twelve to eighteen months. These mines are taking fifteen to twenty years.”
No settled horizons yet — outcomes appear at 30/90/365 days.
Risk: max drawdown 0.0%
· volatility – ann.
· Sharpe-proxy –