Energy continues to lead, and we’re leaning into it.
Our setup is YPF ($YPF), an Argentine integrated oil & gas name pressing against the upper end of a massive multi-year base. The stock is flirting with a breakout to...
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.
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.
The biggest weekly rally since 2020 confirms a powerful shift in the primary trend.
Over the past several weeks in Commodities Weekly, we’ve been laying out a very clear thesis: energy is in the early stages of a major leadership cycle.
The US Dollar Index $DXY has been locked in a messy range for over a year, wobbling just enough to make everyone second-guess themselves, trapping bears on breakdown attempts and bulls on squeeze attempts.
Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $3 Trillion in market cap. They’re simply not built like the juggernauts of tech or communications.
Gold and Silver are gunning for new all-time highs.
Over the past few weeks, we’ve spent a lot of time talking about just how extended this precious metals trend has become and why it would make sense for the market to pause at any moment.
After all, going into late January, Gold, Silver,...
Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $3 Trillion in market cap. They’re simply not built like the juggernauts of tech or communications.
