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Alfonso’s Daily Note

Energy’s Setting Up

June 6, 2025

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The commodity complex continues to shape up.

As I mentioned in yesterday’s note, metals tend to lead the cycle—and that’s exactly what we’re seeing. 

Gold’s ripping, silver’s breaking out, and strength is building across the space.

If these moves hold, it’s not a matter of if energy joins the party, but when.

That’s just how the cycle flows. Gold, then the rest of the metals, then energy.

Gasoline’s holding firm, and crude’s lack of downside follow-through has me thinking a scoop n’ score is imminent.

 

I’m watching closely for energy to dig in and start showing leadership off these key...

Hot Corner Insider

Director Robotti Reports a $1 Million $TDW Purchase

June 6, 2025

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

Here's what stood out today:

📌 Tidewater Inc $TDW – Director Robert Robotti disclosed a Form 4 transaction for $1 million worth of his company’s stock. 

This is his fifth purchase this year and it comes as the stock finds footing at a key level of support. 

📌 Pangea Logistics Solutions Ltd $PANL – Strategic Shipping Inc stepped in with a near half-million-dollar purchase in the marine logistics company.

Here’s The Hot Corner, with data from June 5, 2025:

 

Click the table to enlarge it.

📌 Oric Pharmaceuticals $ORIC – SR One Capital Management, a biotechnology venture capital firm, has taken an interest in this issue with an original...

Alfonso’s Daily Note

Silver’s Ready to Rock

June 5, 2025

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Commodities are waking up.

Gold kicked things off — like it always does. It’s been stair-stepping higher for months, leading the charge and telling the world to start paying attention to this space.

Now silver’s stepping up.

I’ve been waiting for this one for a while. And it finally looks like the breakout is underway. .

Silver is resolving from a massive base and pushing to levels we haven’t seen in over 13 years. 

 

A decisive move above 35 could open the path toward those old all-time highs near 50.

If you want to know what silver could look like in the coming months, just look at gold.

Gold already made the...