We all know that electric cars are the future.  Tesla gets everyones attention, but there are hundreds of other manufacturers of electric cars, many of those are in China.  By 2035 1/ 3 of all vehicles are projected to be electronic vehicles.  It is projected that all new cars made in 2035 will be electric.

Here is what everyone is missing however.  Electric cars require far more copper zink and cobalt than regular cars.  Based on my estimation the worlds copper supplies would have to double for that to work.  In economics that means the price of copper goes up, way up.
One of the worlds biggest copper mining companies is Glencore.  Its currently trading at a 49% discount to its former high.  

To me, it makes a lot of sense to sell the nose bleed valuation level stocks that are trading at 200 plus times earnings, and buy a solid company like Glencore at a discount.