Brazil, Copper, Buying the US Dip, and some Rollover Syndrome Housekeeping

Good morning and Happy Equinox Day! Back from a much needed week off with Mrs Cloudbear (first trip without the four cubs in over a decade — was much needed), and jumping into a few different ideas here that have caught my attention:

1. Next up for Brazilian Equities

2. Copper — physical moves now

3. People Can’t Help But Buy the Dip

4. Housekeeping with the Rollover Syndrome