Early-year rotations are opening opportunities in soft commodities.
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....
Seasonality and structure suggest a broader commodities breakout ahead.
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...
Base metals are entering a brand-new primary uptrend.
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.
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,...
After the biggest cattle boom in 50 years, grains and feed are finally fighting back.
Agriculture has been a tale of two markets recently.
On the one hand, grains - the backbone of the post-pandemic commodity boom - have been in a deep bear market since 2022, giving back much of their post-COVID gains.
We haven’t spent much time talking about soft commodities lately. That’s because the big trends in recent months have been elsewhere in areas like metals, where the momentum has been cleaner and the trends more persistent.
Washington isn’t leaving this one to the free market.
When it comes to the metals that power the clean energy transition and AI - lithium, nickel, cobalt, and rare earths - governments around the world have decided these resources are...
