Amid historic market volatility, we're looking for uncorrelated trades.

Whether that's Crude Oil...

What a week for the global asset markets.

On Wednesday, the United States announced new tariffs against dozens of countries. This set off a wave of selling pressure, which appears to have no end in sight.

Silver is down nearly 15% this...

Copper futures are breaking out to new all-time highs. Is this a signal for the whole Base Metals complex?

We think so and here's why.

When Copper leads, the rest of the base metals often follow. 

We've seen this happen in...

Investors in the United States are panicking because their tech stocks are sucking.

Their irresponsibly large positions in Microsoft and Nvidia have come around to bite them in the rear.

Which investors have been sheltered from this pain?...

Copper futures have so many tailwinds working for it right now. We think it's ready to breakout to new all-time highs.

We've talked about the strong positive correlation it has with...

Stock market bulls have been watching the homies like hawks. 

It's a vital industry right now.

Alfonso recently wrote...

A lot is happening right now.

The bears are destroying Orange Juice futures,...

We've been obnoxiously bullish on soft commodities recently. 

And it's for a good reason. 

Coffee just broke out of a nearly...

February is historically one of the best months of the year for commodities. This year...

Commodities are catching a serious bid right now.

Coffee futures have resolved a nearly 50-year base, printing...

We first began hedging our coffee addiction last summer, and boy, has it paid off.

In...

We've been obnoxious about our natural gas trade recently, and we still think it...

The coal industry is one of the most under-the-radar ponds to fish in.

Investors write it off because "clean energy" will displace the industry. While this is likely true, we think it will take far longer than most expect. 

In the...

The commodity bears are going into hibernation.

Today was the best day in years for commodities relative to stocks and bonds. 

Inflation expectations are hitting a fresh...

Did you know China outperformed the United States stock market in 2024? We have the data.

We think this relative...

Crude oil is setting up for a big move, and almost nobody is paying attention. In fact, sentiment in the energy trade couldn’t be more bearish right now. Everyone hates it, everyone. 

As Strazza said on our call...

Mr. Market keeps sending us inflationary signals. Have you noticed?

Last Friday, we talked about ...

President-elect Donald Trump rang the bell at the New York Stock Exchange this week, and it was reminiscent of the times when Ronald Reagan and George W. Bush went to the NYSE years ago.

The infamous Reagan quote, "We're going to turn the bull...

The New York Stock Exchange held its annual Tree Lighting Event this week. It was spectacular, as always.

But we're not here to talk about pine trees or LED lights....

My cousin wasn't asking me about crypto during this year's Thanksgiving feast. 

Instead, he wanted to know which commodity to buy after the historic cocoa trade.

Without hesitation, I told him, "coffee."

And I really believe...

Last week, we identified a bullish momentum divergence in the commodities versus stocks ratio at...

In technical analysis kindergarten, you'll learn there are 3 asset classes: stocks, bonds, AND commodities.

Without all 3, you're missing a piece of...

We recently discussed the extreme demand for uranium stocks as the AI boom progresses.

But what about the...