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...

Global 30-Year Yields: One Chart, One Message...

“You have power over your mind — not outside events. Realize this, and you will find strength.” — Marcus Aurelius, Meditations

For four decades, investors lived in a world where...

These days, we trade gold as a commodity.

But centuries ago, we used to trade commodities priced in gold. 

For this reason, among others, we like to think of Gold as more than a commodity or currency....

From the desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from...

Every week, we break down the Commitment of Traders (COT) Report to see how commercial hedgers - the so-called “smart money” in the futures markets - are positioning across asset classes. 

This data,...

Everybody knows that energy has been one of the biggest laggards of this bull market. 

While technology, industrials, and even some of the more defensive sectors have staged powerful uptrends, energy has gone sideways at...

The US Dollar continues to weaken, and international energy stocks are one of the groups benefiting most from it.

Look at what’s happening in the global energy space. While US energy (XLE) has chopped sideways for the better...

From the desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from...

For forty years, bond yields trended lower. From the early 1980s until 2020, the 10-year Treasury yield fell through every cycle. 

Each downturn, each policy mistake, was met with the same cure: cut rates, buy bonds, suppress yields...

Plato’s allegory of the cave endures because it speaks to the nature of perception. 

Prisoners chained in darkness see only shadows on the wall, mistaking them for reality. 

When one escapes, the...

Sports betting is emerging as one of the hottest new mega trends. 

While it is only a few years old, it’s already a $20B industry by revenue and is growing at double digits.

Right now, the charts suggest...

Leadership keeps showing up in places no one’s watching. Take Peru.

The Peruvian Sol (PEN/USD) just registered its best single-day performance since 2023, reaching fresh five-year highs against the US Dollar.

...