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He's so bullish on copper, recently added this to the portfolio.

It's become a nightmare, down 17.6% this year, but collect the 4% dividend and stay the course.

The company and CEO are doing everything right, but shares are highly undervalued.

The CEO is doing a fine job in a very difficult time with all these tariffs. A very good company though can't advise buying a stock that went up 10% today [note: the wider market was up 10% too].

In the last few days during all these tariffs, there's been a sudden, aggressive surge in treasury yields. That's probably a key reason why Trump shifted policy on tariffs today. The 10-year yield jumped from 4% last week to 4.3% which is a very big move. That is not supposed to happen when the stock market is stressed. We don't want these rates shooting up. Bad. The spike has been counter-intuitive due to selling treasuries. Keep an eye on this. This quirk should fizzle out though, especially with this 90-day tariff pause.

Garner feels that gold is very overvalued, not this bad since summer 2011 during the debt crisis. But gold plunged 45% from its euphoric high. If that happened now, gold would fall to $1,650/ounce. Historically, gold falls in and out of periods of correlation with other assets, namely stocks. When gold breaks out, then falls below support, this is a bull trap. Recently, we saw a euphoric peak above $3,000. A breakdown below $2,900 opens a trap door downwards. A gold rally has never survived an RSI reading above 70 without a correction. And this has happened 3 times over the past decade. She expects gold to fall.

Rare earths will do well under Trump, and he likes the CEO, though MP keeps losing money. This year, MP makes money or he turns against them.

Pays a 4.6% dividend yield. It bounced nicely today.  They keep buying back stock. A good CEO. He's not an oil bull, though.

Shouldn't it have rallied by now? It's only went down during the greatest revolution of all time. A hard pass.