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Data centers need power, infrastructure, and metals, and aluminum stocks are breaking out like they know it.

There are market themes you can understand by staring at a chart.

Then there are market themes that become obvious when you sit in a room full of people who are paid to see the future before everyone else does.

This week, we were in...

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Commodities Weekly
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Bond yields are breaking out as onshore drillers take the lead.

There are easier jobs in Washington than running the Federal Reserve.

Jerome Powell inherited the chairmanship near the end of one cycle, navigated the fastest economic shutdown in modern history, watched the most aggressive monetary and fiscal...

Supercycle Report
Commodities Weekly
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Silver is breaking out, commodities are gaining ground, and we’re putting new capital to work in the Supercycle.
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Monday Money Moves
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The setup is clean, and the upside potential is massive.

If you study markets long enough, you'll find that price almost always leads the news.

Someone, somewhere, tends to know something before the masses. 

And right now, Silver is a great example of this.

After several months of...

Supercycle Report
Commodities Weekly
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Grains are breaking out, livestock are hitting all-time highs, and the bull market is reaching America’s farm country.

There’s a certain kind of bull market you can see on a screen, and then there’s the kind you can hear in an auction barn.

This week, we’re talking about the second kind.

For the past several months, we’ve been pounding the table on the...

Supercycle Report
Commodities Weekly
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Energy leads, bonds weaken, and new opportunities are emerging as the Supercycle roars on.
Supercycle Report
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Monday Money Moves
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After a multi-week shakeout, energy looks poised to make a fresh leg higher.

The best trends don’t end with a bang. They pause, reset, and give you another chance. 

And that’s exactly what we’re seeing right now across the energy complex.

After one of the most explosive multi-month runs we’ve ever seen,...

Supercycle Report
Commodities Weekly
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New breakouts, fresh trades, and a growing opportunity set across the Supercycle
Supercycle Report
Video
Monday Money Moves
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