Copper's Tariff Tango: Trump's Trade Moves Create Chaos, Opportunity for Savvy Players

Dr. Copper Gets a Check Up

Alright let's talk copper. They call it 'Dr. Copper' because it's supposed to predict the economic weather. But right now it's like Doc's got a bad case of the sniffles. Trump's 90 day tariff dance is throwing everything off. You got traders and businesses scrambling like rats in a maze trying to outsmart the government. Me? I'm just sitting back watching the chaos and waiting for the perfect moment to strike. Because remember a good player knows how to turn uncertainty into a goddamn goldmine.

The Trump Effect: Buy Now Worry Later?

So copper's up over 5% since May. Not bad but still below its high point before these tariff jitters kicked in. Freeport McMoRan and Southern Copper are also seeing some green. But here's the thing: Morgan Stanley's Amy Gower says there's 'front loading' happening. Basically U.S. companies are hoarding copper before the tariff hammer drops. Smart move I guess. But it's like loading up on pizza before a diet – feels good now but you'll pay for it later.

China's Got Skin in the Game

Gower also points out that London Metal Exchange inventories are getting sucked dry as copper floods into the U.S. Sounds like a good old fashioned supply squeeze right? Except China's market signals are weakening. They're exporting copper like it's going out of style. So the question is: is this a genuine surge in demand or just a temporary blip fueled by tariff panic? I'm betting it's the latter. Which means a correction is coming and I'll be ready to short the hell out of it.

Solar Power Slowdown

And here's another wrinkle: solar installations in China are expected to slow down because of new power tariffs. Less solar means less demand for copper. Plus if the U.S. actually slaps tariffs on copper imports demand here will tank too. All of a sudden that 'upward squeeze' turns into a downward spiral. See this is why you can't just react to the headlines. You gotta see the whole board three moves ahead. Like chess but with more money and fewer rules.

Axe's Take: Chaos is King

So what's the takeaway here? Uncertainty. That's it. And uncertainty is my playground. While everyone else is running around like headless chickens I'm figuring out how to profit from their fear. Remember what I always say: 'What's the point of having fuck you money if you never say fuck you?' And right now I'm feeling pretty goddamn fuck you towards these tariffs. Time to make some moves.

Stay Tuned Stay Hungry

The copper market is a powder keg right now ready to blow. Trump's trade policies are the match. The smart money will be on the sidelines watching waiting for the right moment to light it all up. And when it does you better believe Axe Capital will be there ready to collect the winnings. Remember in this game only the paranoid survive. And I'm so paranoid I check under my bed for Chuck Rhoades every night.