All Star Charts Gold Rush Articles

It wasn’t that long ago when Wall Street shoved ESG down everyone’s throat. 

Fresh off the post-COVID boom, asset managers packaged carbon credits, renewables, and “green” investments as if they were the only game in town.

The...

When it comes to Latin America, currencies are known to tip the hand for equities. 

When LATAM currencies outpace the US Dollar, their bond and equity markets tend to follow suit — often outperforming US benchmarks.

When Aristotle tutored the young Alexander the Great, he taught him to see the world not just as it was, but as it could be....

Last week, we discussed how the recent weakness in precious metals stocks was merely a short-term corrective wave, presenting...

College football is almost back in the U.S., and in the futures market, that means it’s Natty Season. 

August is by far the best month of the year for Natural Gas futures - not even close - and the seasonality data proves it.

That’s...

We’ve been pounding the table on a weak dollar cycle for months now… and it’s been working very...

There’s a stealth correction unfolding in the precious metals space. 

Most people aren’t paying attention because the headlines are quiet, and the price action has gone mostly sideways.

But to us, this is where things get interesting...

We’ve been pounding the table on Copper and the broader base and industrial metals trade for months now. 

And this week? 

...

If you're still looking for leadership outside the U.S., start by looking at the local currency.

The Polish Zloty is breaking out—clearing multi-year bases against both the Euro and the Dollar.

It’s...

Precious metals are still running the show.

Ever since Gold futures decisively resolved its multi-decade base last year, the entire complex has been in beast mode. 

...

Over the past few weeks, we’ve been watching the breadth expansion in commodities take shape. 

First, it was...

Inflation, yields, and the slow death of the last regime.

Today, we have two charts and one message: bond yields are poised to surge.

To understand where yields are headed, don’t start with the Fed - start with commodities...

Markets are always talking. The trick is in discerning what to listen to versus what to ignore. 

There’s a lot of noise out there these days. You can get lost in it. 

But when it comes to commodities...

Precious metals have been stealing the show in 2025.

...

Copper has started a fire in commodities.

 We’re seeing breadth...

Precious metals have been on fire this year, and the strength is...

For months now, we’ve been pounding the table on Copper. 

Now, the trade is on fire. Copper futures had their best day ever...

Everyone keeps assuming the Fed is done. That rates peaked in 2023. That the next move is down. That the cycle has run its course and we’re heading back to easy money.

But here’s the thing: the market says otherwise.

The...

We’ve spent the better part of this year highlighting one breakout after another against the Greenback. The evidence is everywhere you look. 

Emerging-market currencies, developed-market FX, precious metals, and...

It’s a brand-new month and quarter for precious metals, and the tape is...

Last week, we wrote about Copper futures breaking out to all-time highs,...

Copper just made history.The price closed June with its highest monthly close ever.

We have the data:

Copper futures are printing fresh all-time highs after resolving a prolonged accumulation pattern.

And when...

It has been a blockbuster year for precious metals, and the latest monthly and quarterly closes reiterated it.

The entire precious metals complex is breaking out of long-term bases. 

These patterns are the classic signature of new...