WSJ: Glencore is raking it in with their Congo cobalt mines, signing a 3 year deal with a Shenzhen-listed company to supply 50,000 metric tons
Cobalt prices have been on a tear… due to EVs and mobile phones need for lithium batteries
Copper prices also have risen a lot since Freeport-McMoran sold their prized Congo copper mine to China Moly in 2016, which they did to pay down debt
A good overview of Adam Grants’ givers, takers and matchers in organizational psychology
Weekend listening: an older, but amazing Hidden Forces podcast with Robert Johnson, who describes breaking the pound at Soros’ Quantum Fund
LongHedge 