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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...

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Energy leads, bonds weaken, and new opportunities are emerging as the Supercycle roars on.
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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,...

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New breakouts, fresh trades, and a growing opportunity set across the Supercycle
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Energy resets at key support as capital rotates into metals.

Markets are a forward-looking discounting mechanism, and this week was a perfect example.

After weeks of rising geopolitical tension, the Strait of Hormuz, the world’s most important oil chokepoint, reopened to tanker traffic. 

That...

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A weakening dollar, rising global yields, and broadening participation are setting the stage for the next leg higher.

We kicked off this week’s Monday Money Moves video the same way we always do… by zooming out.

Because if you don’t understand the environment, you have no business allocating capital within it.

And right now, we'...

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As traditional energy cools off, wind energy is flirting with a massive base breakout.

Years ago, the legendary market technician Ralph Acampora said that "sector rotation is the lifeblood of a bull market."

And that’s exactly what we’re seeing right now.

After an absolutely historic run to start the year, traditional oil...

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Commodities Weekly
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Welcome to Boomtown

Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $5 Trillion in market cap. They’re simply not built like the juggernauts of tech or communications.

...
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The Supercycle is expanding, and now you have the playbook to capitalize on it in real time.

We kicked off this week’s Monday Money Moves video by zooming out, because if you don’t understand the environment, you have no business allocating capital within it.

What we’re seeing right now is exactly how these cycles are supposed to unfold...

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Monday Money Moves
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A 1,000% gain, a stealth leadership group, and a setup that suggests this move is just getting started.

There are bull markets… and then there are raging bull markets.

The kind where entire pockets of the market are quietly going vertical while most investors are still glued to the same old narratives.

This is one...

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Commodities Weekly
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