The best trends don’t end with a bang. They pause, reset, and give you another chance. 

And that’s exactly what we’re seeing right now across the energy complex.

After one of the most explosive multi-month runs we’ve ever seen,...

Markets are a forward-looking discounting mechanism, and this week was a perfect example.

After weeks of rising geopolitical tension, the Strait of Hormuz, the world’s most important oil chokepoint, reopened to tanker traffic. 

That...

Years ago, the legendary market technician Ralph Acampora said that "sector rotation is the lifeblood of a bull market."

And that’s exactly what we’re seeing right now.

After an absolutely historic run to start the year, traditional oil...

There are bull markets… and then there are raging bull markets.

The kind where entire pockets of the market are quietly going vertical while most investors are still glued to the same old narratives.

This is one...

Over the past several weeks, we’ve been making one thing very clear around here.

This move in energy is not a fluke. It's a structural shift.

And yet, everywhere you look, the narrative is the same: “This is just about Iran.”

No, it...

We’ve been pounding the table on this idea for months now.

This isn’t just a commodity bull market… It’s a ...

Over the past few weeks here in Commodities Weekly, we’ve been pounding the table on one thing: this commodity bull market is alive and...

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.

First, we focused on the...

While energy,...

Over the past few weeks, we’ve been pounding the table on one of the most important themes unfolding across global markets right now… ...

Last week, we made the case that if energy is going to work, the grains won’t be far behind....

For the past several weeks here at Gold Rush, we’ve been pounding the table on energy. 

The...

The metals market just reminded everyone why commodities are not for the faint of heart.

Today was ugly. Brutal, even. 

Gold futures closed the session down more than 11%. 

Palladium futures were off over 15%. 

...

Last week, we focused on oil and gas, and for good reason. Integrated energy stocks are breaking out...

For the past few years, energy has been the most misunderstood and underallocated sector in the market. 

And that’s precisely what makes what’s happening right now so important.

From 2020 through 2022, energy experienced one of the...

For years, commodities have lived in the shadow of stocks. 

Capital chased growth, innovation, and financial assets while real assets were left for dead. 

But markets have a way of reminding investors when something important is...

We’ve officially closed the books on 2025, and the scoreboard tells a very clear story.

If you were long precious metals last year, it was a feast. Silver, Platinum, Palladium, and Gold dominated the commodity complex, and it wasn’t even close....

As we head toward the close of the year, commodities are quietly reaching an inflection point that’s easy to miss if you’re not looking at the big picture.

For most of this cycle, leadership has been narrow. Precious metals did the heavy lifting...

As we head into the final stretch of 2025, it’s becoming increasingly clear where the market wants investors to be.

And just as importantly, where it does not.

Over the past several months, we’ve spent a lot of time pounding the...

This entire year, we’ve been pounding the table on one idea: investors are wildly underestimating the structural shift unfolding inside base and industrial metals.

With...

Natural Gas has a way of showing up exactly when investors have written it off. 

That’s been true for decades, and it might be happening again right now. 

After spending years in the penalty box, the commodity is trading at the...

When you step back and look at the commodity space today, one thing becomes obvious: the rotation is broadening. 

Gold has already done the heavy lifting, and the miners have already completed their bases. Precious metals have decisively...

There comes a moment in every long, grinding bear market when the selling exhausts itself and nobody cares anymore. The last marginal seller has finally thrown in the towel.

And when an entire corner of the commodity market gets left for dead,...

Last week, we talked about the rotation into energy, one of the most unloved sectors of...