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![Market_heretic Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1899716704466575360.png) Market Heretic [@Market_heretic](/creator/twitter/Market_heretic) on x 2568 followers
Created: 2025-07-14 07:22:54 UTC

I agree, copper probably has the strongest macro tailwind of any commodity right now.

If you believe the tariffs are real and lasting, U.S. copper miners make a lot of sense.
If you think it’s just a negotiating bluff, then international miners offer better risk/reward.
And if you’re not sure?
Pure-play ETFs like CPER are a solid way to ride the thesis without taking on company-specific risk.

One caution: copper has run hot on tariff momentum.
No guarantee it pulls back, but I’d consider being patient here.
Let the froth cool before striking if you plan on building out a position.

Well done connecting the macro dots. Most people still aren’t even looking at the board.


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**Related Topics**
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[macro](/topic/macro)

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