For months, the yield curve has been doing what it always does before big commodity and energy moves: it started whispering before price started screaming.

This wasn’t a headline trade.This wasn’t a CPI print trade.This was a...

There are moments in every bull market when the message becomes impossible to ignore. 

The pullbacks stop working. 

The skeptics get louder. 

And price just keeps pressing higher anyway.

That’s where we are right...