Daily Alpha · Substack
· Premarket Alpha · by Buzzberg Research
Noah Smith and Brad DeLong argue US reindustrialization should be pursued mainly for national-security reasons, while Rooster Global said it is a good time to deploy spare cash or switch into copper, gold and silver shares and ETFs.
Noah Smith and Brad DeLong: reindustrialize for security, not factory jobs
Smith and DeLong argue US reindustrialization should be pursued mainly for geopolitical and national-security reasons, because AI and robotics will make most manufacturing highly automated. They tentatively conclude the US lacks land use and bank finance.
Implies policy tailwinds for permitting reform and selective bank-capital liberalization.
Source →Rooster Global says it is a good time to deploy spare cash or switch into copper, gold and silver shares and ETFs
The note argues now is a good time to deploy spare cash or switch into copper, gold and silver shares and ETFs, without naming specific tickers or sizing.
A timing call for a rotation toward metals miners and commodity ETFs.
Source →