Higher commodity prices (energy and metals) and labor rates combined with supply chain disruptions have significantly increased the US’s inflation, but the country is not alone. Both precious and base metals had a decent week, as did the equities levered to them. Specifically, the nickel price hit a new 52-week peak that lifted a nickel developer in SE Asia to new heights. In today’s Stock Talk, I focus on portfolio changes to better leverage myself to the copper market in light of supply shortages and geopolitical risks. I will be divesting three underperforming junior precious metal explorers and prospect generators in Canada, Argentina/Chile, and Alaska/Mexico to add a copper producer in Brazil and an explorer in Spain.