Monday -- October 24, 2022

Buffett divs: link here.

Copper: from Michael Fitzsimmons over at SeekingAlpha --

Copper, from Bloomberg today (opinion):

China’s imports of oil, coal and iron ore all peaked back in 2020 and show few signs of revival despite Monday’s better-than-expected GDP print (copper, a key new-economy metal, is an exception). [GDP: 3.9 vs 3.3 - 3.5 expected.]

If the weekend’s changes can move China to a more economically and environmentally sustainable growth path, that’s good news for the country — and the world. A resources industry that’s grown fat for decades on its insatiable appetite for raw materials, however, should watch out

Copper, warehouses all but empty, also Bloomberg today:

China’s billion-dollar cash-for-copper trade, whereby local companies would use metal as collateral for cheap financing, is grinding to a halt as bonded warehouses are all but empty. That’s primarily because the two dominant financiers — JPMorgan Chase & Co. and ICBC Standard Bank Plc — have halted new business there.

Stagflation not: definition includes high unemployment. Link here.

Dividends: link here. From SeekingAlpha: