Founders: Soc Gen on Mining

The next commodities trade is in equities: long mining

Housekeeping: Good afternoon. A lite-version of this will be shared with premium later in the week. This is good, but we’ve shown these reasons to you before. Read our summary and comment if pressed for time. Something on AI infrastructure is also attached. Cheers

Contents (900 words 16 charts)

1. GoldFix Summary

2. Conviction Thinking

   1. Long catch-up trades sensi…