foreign number two out of 52 yeah how you doing Brett good man good I uh good weekend back to the back to the Grind um our first full week of work in the last couple yeah not for me but yeah it’ll be uh Monday through Friday a normal week yeah we’ve had the last few Mondays off so I feel like everyone’s got over their their holiday slump but you know getting caught up after the holidays absolutely it was like it’s game on yeah it’s kind of nice man I mean I mean a lot of the sales got done um last week you know trying to figure out these markets or at least kind of half ass figured out you know I’m watching the Commodities markets and Copper’s ripping this morning so maybe this 2023 Monday Metal Monday could be green Monday I know compared to 2022 where it was like red Monday broke four I mean last night uh shout out to my boy Andy nogton he hit me up I was just hanging out with the family he was like dude we’re gonna get to four I wasn’t even paying attention yet yeah

so then I opened my app and I made that post I’m like are we gonna get to Fort and I woke up this morning we broke four you know yeah some people think it should be five though but I’ll think yeah I mean I mean for it I always say if my aunt had nuts it’d be my uncle so I mean at the end of the day like it is what it is you know you should have Woulda Coulda but I’ll take four I mean take it however we can get it and I think I think there’s room man I mean call me crazy but we’ve been talking about it for a while I mean I’m you know we’re optimistic on this on this front and I I I’ve been saying it and then I stick to it still if China comes back man and they’re aggressive they are Commodities monsters and if they come back and they want to play the game all we need is a little relief in the dollar and some out some people to play the game and commodities yeah Commodities could have a strong could have a strong

23 at least stronger than some people anticipate you know and the interest rates are what they are I read it I read an interesting article this weekend and it was you know people are well you need to pay attention to them whether you’re especially as a business owner or even if you’re whatever home buyer like you know individual the interest rates are what they are you know that’s the that’s the the cost that the bank’s charging you to do business right if you’re borrowing money from them what’s the most important piece of the puzzle is liquidity right so it’s where you had to get nervous that the banks stop lending money like it’s not the interest rates if you have a good business and you and you can take on the risk and if your interest rates at three percent or eight percent whatever it is but you can still make money with that borrowed money and then you can afford to borrow the money it’s when the bank stop lending and they they basically take away the liquidity that’s when you have to worry so have you seen that happen that’s like 2009.

like that’s what happens like everybody gets nervous nobody wants to lend money because they don’t know if you’re a good credit risk or not right so think about what’s on their Hills but he’s nervous they’re scared right so either you your cash flush so you can go out and make a deal or you have good banking relationships or whatever so you you’re a good credit risk so they’re still willing to lend to you but you didn’t doesn’t make me nervous when the interest rates go up the only thing would make me nervous is if the liquidity dries up means nobody wants to lend money Banks out there today want to lend money so I from an economic standpoint like I don’t I’m not saying it don’t get me wrong I’m not sitting here predicting or not predicting a recession or you know a Slowdown I’m just saying I only get nervous if they don’t want to lend I only get nervous I mean if they dry up the market right I mean that’s that’s what you have to keep an eye on and that’s what I pay attention to well Copper’s ripping usually everything

follows copper in the Commodities markets at least traditionally at least in the ones that we care about mostly um but today rhodium’s getting its ass kicked yeah but it had a good run last week yeah so they’re just taking that back rhodium if it swings off 400 bucks today I’ve seen that thing go up 1200 in a day yeah and so those pgms are going to swing hard and I truly believe another thing I read this weekend is those pgms they come primarily from two countries they come from Russia and they come from South Africa both of those are super politically unstable countries especially Russia right now South Africa because of their um their power issues and their in their corruption issues but I’m willing to take that bet now you might you might have to take some pain in the short run but I’m willing to take that bet in the medium run because I think that so this is going to be it’s a supply issue China comes back and they want to buy they’re gonna they’re gonna put cars on the road I mean if India comes out that’s an article

I post on LinkedIn India took over the you know the third largest Card Market only eight point something percent of Indian households that even have a vehicle that’s crazy and that’s the third largest yeah now at some point they’re going to put Emissions on those and everybody start you know everybody wakes up to the fact that Platinum Platinum rhodium are crucial to reducing the emissions out of the tailpipe right well goes to ten percent that’s a it’s a small it’s it sounds like a small number but it’s a big number big number when you’re talking about a country like India and you add copper on top of it aluminum I’m bullish on Commodities you know and every commodity is different every Situation’s different would I be bullish on Lumber right now probably not but Lumber had a hell of a run in 21 you know we’re still pretty decent running 22. still hauling Lumber we’re still moving some Lumber it’s slowing down for sure off the West Coast so you know that’s our gauge we look at I at the end of the day call me crazy call me whatever you want to I’m

not I refuse to sit here and believe that the world stops tomorrow and everything goes to zero and I just don’t see it now you pick and choose your battles be smart be cash flow strong move your if it makes sense buy right sell right but I mean I I feel like it’s we got potential Ferris markets are up this month so I think they could be up again in February if it all holds true we’ll see well okay I got another thing for you I want to bring a football bat back to you shoot we’re back into the playoffs for NFL last year we did we picked Peach game yep let’s do it again yep we’ll do the pot 200 200 bucks 200 and we’ll just make our picks and we’ll just keep track of the scores until the Super Bowl the loser has to give the 200 to a charity of the other person’s choice or I like that or they can make those bags who we’ve been talking about we can make with use that 200 to make bags to hand out absolutely absolutely let’s share that post with everybody all

right done deal I like it all right Brett bet later