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Fishing For Supercycles

Hi everyone,

Yesterday, we recorded a new Supercycle Report video, and we covered a lot of ground.

We talked about the pressure building in bonds, the key levels in the dollar, the potential bottoming action in gold, and the strength we’re seeing across energy, shipping, refiners, grains, and agriculture.

That’s the kind of broad participation we want to see.

Heating oil is breaking out, crack spreads are hitting new highs, refiners are leading the energy sector, and grains are waking up after a prolonged consolidation phase. 

Meanwhile, marine shipping continues to act well, and energy stocks are starting to look a lot more interesting relative to tech.

This is exactly why we keep coming back to the Supercycle theme.

It’s not about one chart. 

It’s about money rotating across the hard asset complex.

You can watch the full replay here and see all of the charts we covered here.

And if you enjoy this kind of content, join us next Thursday at 2 p.m. ET on the Stock Market TV YouTube channel

Jason and I will be back with another free Supercycle Report session.

See you there,

Sam & Jason


Editor's Note: Grant Hawkridge just walked through his entire Green Light system live: the one number he reads before bed, the three steps behind it, and how it sidestepped the 2022 bear and the COVID drawdown. 

If you missed it, the full replay is up now. Watch it here.