Articles

Crude oil just ripped higher with its biggest 3-day rally since March 2022.

And the timing couldn’t be more interesting.

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We’ve been pounding the table on the rotation taking place across Asian equity markets. Vietnam, ...

We have been talking about a major rotation in the metals space for months, and now it’s happening in real time.

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We just hosted a live breakdown of all the major commodity futures, including Copper, Gold, Cocoa, Crude, and more. 

From what’s breaking out, what’s lagging, and how we’re...

From the desk of Steve Strazza

Have you ever heard of the Nokkie-Stokkie?

It’s forex trader lingo for the Norwegian...

We’ve seen this before.

Gold quietly builds momentum, breaks out to new highs, and suddenly the whole world starts paying attention. 

Then Silver wakes up violently. 

And the miners? They go vertical.

This playbook...

The nuclear energy trade just got a massive jolt of energy.

Last Friday, Uranium stocks exploded higher after President Donald Trump signed executive orders to revitalize U.S. nuclear energy production.

The result? The VanEck Uranium...

During our time in New Orleans at the Portfolio Accelerator event, I brought the Israeli Shekel to the table—and it sparked a really interesting discussion.

We were diving...

Platinum has been left for dead.

We love it when sentiment for an asset is down in the dumps like it is now!

While Gold and Silver have stolen all the attention lately, Platinum’s been quietly coiling just below the surface, building...

Yes, the U.S. had a rough 20-year auction. Yields on the 30-year almost retested their October highs, touching 5.15%. But that’s not the real story.

The real bond crisis is in Japan.

This week, Japan saw its worst 20-year bond auction...

Matt Warder appeared as the featured guest on today's Morning Show on Stock Market TV, which was an extra special...

From the desk of Ricardo Sarraf, @nullcharts

Sibanye Stillwater $SBSW has been in a deep slumber. It’s a $4.0B mining stock from South Africa.

But when SBSW wakes up, we take notice. 

The Canadian dollar is catching a bid. 

And while the CAD rarely grabs headlines like the euro, pound, or yen, it’s no backbencher—it makes up 9% of the US Dollar Index $DXY, just behind the big three.

It...

The gold bugs are getting louder.

And frankly, they should be. The weight of the evidence is stacking up in their favor.

We’re not just talking about price action here, although that’s been impressive on its own. 

The...

The S&P GSCI Commodity Index just bounced from a critical level… again.

You don’t need to be a technician to see the importance of 500 on this chart. 

It was the top in 2018. It was the ceiling again in 2021. 

Since...

The dollar is rebounding, but don’t expect it to last

The US Dollar Index $DXY continues to sit near the top of our macro checklist. 

We're in New Orleans this week, surrounded by some of the smartest minds in finance at our Portfolio Accelerator event. 

The food here is incredible...

Miners are leading the charge in 2025, and the data backs it up

It’s not even close...

In a year when most sectors are struggling to stay afloat, precious metals and the miners are surging higher.

When we last checked in, Crude Oil futures were falling apart as they sliced...

The Taiwan New Dollar just posted its sharpest two-day rally against the US dollar—ever.

This wasn’t just any rally. It was a vertical move—TWD/USD spiked over 10% in two sessions, tagging a near three-year high in the...

We're amidst an epic bull market for precious metals. And while gold and silver get all the headlines, we think Palladium could end up being the sneaky outperformer in this cycle.

We laid out the case in February:...

After a decade of going nowhere, livestock futures are showing signs of life.

While other commodities have recently stolen the spotlight, the livestock space has quietly been forming some of the most powerful bases in the commodities market....

The Mexican peso is the “blue-chip” emerging market currency. It’s long been a favorite for hedge fund carry trades—often paired with the yen—due to Mexico’s relatively high interest rates and liquid FX market....

Do you remember when The Economist magazine cover had a rocket ship covered in United States dollars last year?

They said the United States was ...