Skip to main content

The team and I have been digging through our currency charts today, trying to figure out if we should trust these new lows in the Dollar Index.

And the truth is, there is plenty we could say about dollars right now, but I don...

Supercycle Report
Premium
ASC
Ricardo
Currency Report
Currencies
Currencies
Strazza
Members Only

Every major commodity boom of the last 25 years has followed the same blueprint:

🔺 CRB Index starts curling higher🔺 Yield curve inverts… then steepens🔺 And commodities don’t just rally—they detonate.

Look at the chart. 

 

...

Supercycle Report
Bond Report
Premium
ASC
Jason Perz
Members Only

Grain markets are showing signs of life.

After a brutal multi-year collapse, many major agricultural contracts are starting to perk up. 

The short-term and intermediate-term trends are beginning to point higher. 

Momentum...

Supercycle Report
Commodities
Premium
ASC
Commodities Weekly
Sam
Precious Metals
Members Only

The Singapore Dollar is roaring higher. 

After more than a decade of basing, the SGD/USD is finally punching through a key breakout level—the 61.8% retracement of its 2011–2020 decline.

This isn’t just...

Supercycle Report
Premium
ASC
Ricardo
Currency Report
Currencies
Currencies
Members Only

We’ve been waiting patiently for a leadership handoff in the metals market. 

It’s happening now.

Platinum and Palladium, the long-forgotten cousins of the precious metals complex, are...

Supercycle Report
Gold Rush
Precious Metals
Video
Members Only
ICYMI: The Commodities Playbook is Out 🎥

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...

Supercycle Report
Commodities
Premium
ASC
Commodities Weekly
Sam
Precious Metals
Members Only

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...

Supercycle Report
Gold Rush
Precious Metals
Video
Members Only

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...

Supercycle Report
Commodities
Premium
ASC
Commodities Weekly
Sam
Precious Metals
Members Only
arkkspyy.png

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...

Supercycle Report
Premium
ASC
Ricardo
Currency Report
Currencies
Currencies
Members Only

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...

Supercycle Report
Gold Rush
Precious Metals
Video
Members Only

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...

Supercycle Report
Bond Report
Premium
ASC
Jason Perz
Members Only

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...

Supercycle Report
Premium
ASC
Ricardo
Currency Report
Currencies
Currencies
Members Only

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...

Supercycle Report
Gold Rush
Precious Metals
Video
Members Only

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...

Supercycle Report
Commodities
Premium
ASC
Commodities Weekly
Sam
Precious Metals
Members Only

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.

Just look at the scoreboard 👇...
Supercycle Report
Gold Rush
Precious Metals
Members Only