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...

November marks the beginning of the best three-month period of the year for stocks and a brand-new NBA season. Moreover, the sportsbooks have priced in my...

Each year, Americans buy over 600 million pounds of candy and eat over 1 pound each for Halloween.

It's a lot...

But are there opportunities to profit from Americans ritualistically eating way too much candy? You betcha!

Let's talk...

Uranium stocks have been screaming higher and show no signs of slowing down.

As the AI Revolution demands more and more power, big technology companies are turning to nuclear energy.

The market is sending a very clear message... we (as...

It has been two-years since the S&P 500 bottomed in October 2022 and stocks began a new bull market. 

During this time, many sectors and industry groups have enjoyed tremendous uptrends while materials stocks have gone sideways.

...

Last week, we discussed China and...

Have you heard about China?

Chinese stocks just had their best week in history, following the People's Bank of China's (PBOC) announcement of rate cuts, among other stimulative actions.

In July, we talked about...

It has been over 1,600 days since Crude Oil futures traded below zero in 2020, which preceded one of its best 2-year bull markets in history.

Since the peak in early 2022, energy has been a tough trade for those with trend-following strategies...

We've been obnoxiously talking about soft commodities lately.

But, it's for a good reason! And it all comes down to relative strength.

Aside from a few pockets of strength, the trends have been a mess in the broader commodity complex.

With fall approaching us, things are beginning to change.

The weather is perfect for golfing, the Kansas City Chiefs are back to dominating the NFL, and it's the best time of the year for Natural Gas futures.

...