In yesterday’s post (Trump, SOTU Address and Passover…HERE) we hinted as to why you should be buying some Copper.
We said:
In the meantime, the repairs/rebuilding to everywhere in the Middle East will likely be in the Trillions.
In Case You Missed it…Copper is listed in the Basic Materials sector along with a multitude of other ‘basic materials’ necessary to build almost anything and everything we need to exist.
And it couldn’t be more obvious that the demand for these ‘basic materials’ is going to skyrocket as Trump/Israel continues to “bomb Iran back to the stone ages.”
Whether that occurs or not, you cannot deny the fact that the rebuilding of most of the Middle-East will be in the trillions.
And it will continue for decades.
If you’ve been reading our posts for any length of time, you know that we have been pounding the table about how we are still in the early stages of a major Commodity Boom.
That couldn’t have been more obvious in 2025 as we watched the precious metals (and their mining stocks) blow the doors off most other sectors in the markets.
And In Case You Missed it…after gold topped out in late January near $5,580, and got crushed all the way down to $4,325 (thanks to the Trump/Israel Bombing Brigade) it’s still up over 7.5% in 2026.
Compare that to the other major indexes – that are ALL negative through the first quarter of 2026 – and it makes a great case for the Commodity Bull market that most investors are missing.
So, Why Buy Some?
Let’s face it.
Basic Materials are not sexy.
But they are essential.
And we’ll throw some gasoline on this soon-to-be towering inferno (no pun intended) by reminding you about the buildout of Artificial Intelligence (AI) over the next decade.
Hands down it will be the biggest drain on energy we’ve ever seen in our lifetime, with the Big Tech Companies already committing hundreds of billions to it.
Wanna guess what they will need to complete this massive undertaking?
If you guessed copper and other basic materials then you know why copper is quietly screaming for you to buy some.
And another basic material that often gets overlooked when making electronics is SILVER.
On January 9th we wrote:
Silver is the ultimate contrarian bet on system failure and technological necessity. (Cough! The build-out of Artificial Intelligence, Cough! Cough!).
Adding this all up, you could say that the War in the Middle-East and the build out of AI is a major no-brainer to electrify (pun intended) a monster bull market in commodities.
Be sure to read our upcoming April newsletter (HERE) to see what Basic Material stocks are looking like home runs on deck. (Baseball is back)
Share this with a friend…even if they don’t know what the Basic Material Sector is all about. They’ll thank YOU later.
And tell them:
We’re Not Just About Finance
But we use finance to give you hope.
“And you shall know the truth, and the truth shall make you free.”
