A lot is happening right now.

The bears are destroying Orange Juice futures,...

We've been discussing the odds favoring shiny rocks outperforming stocks for the...

We've been obnoxiously bullish on soft commodities recently. 

And it's for a good reason. 

Coffee just broke out of a nearly...

In true commodity supercycles, shiny yellow rocks outperform stocks.

Last week, we outlined why we thought buying gold and selling stocks was a good idea. If you haven't had a chance, you can...

February is historically one of the best months of the year for commodities. This year...

Gold futures keep screaming higher to new all-time highs.

It has also...

Commodities are catching a serious bid right now.

Coffee futures have resolved a nearly 50-year base, printing...

Last week, we discussed gold closing at its highest price in years relative to the broader...

We first began hedging our coffee addiction last summer, and boy, has it paid off.

In...

We're in New York City for the Portfolio Accelerator this week, which has been tremendous.

This morning, we led a discussion about metals, bonds, economic data, and much more. Paul Ciena, the chief technical strategist at Bank of America,...

Participation has been expanding in the commodities markets.

We've nailed trades in natural gas...

We've been obnoxious about our natural gas trade recently, and we still think it...

As precious metal investors, it's paramount to rotate between the metals themselves and mining companies to maximize our long-term gains.

The miners have historically treated shareholders poorly, but sometimes, it pays handsomely to own them....

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...

If you're bullish on gold and silver mining, it's time to BUY BUY BUY.

Gold was the best-...

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...

People keep telling us, "2024 was the year of artificial intelligence." 

That's bull shit, and we have the data to prove it. Last year was a year for the gold bugs. 🥳

Here's an overview of how each asset class performed in 2024:

Did you know China outperformed the United States stock market in 2024? We have the data.

We think this relative...

Silver relative to gold is the best intermarket ratio for precious metal investors to track.

The line goes up when the animal spirits are alive in the industry.

Earlier this year, the ratio broke a...

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...

The market just had a stress test, and gold passed it.

Now, what's next?

We've been monitoring the strength of the...

Mr. Market keeps sending us inflationary signals. Have you noticed?

Last Friday, we talked about ...

Newmont Mining has been a bellwether of the gold mining industry for decades, producing thousands of ounces yearly.

It's also the largest component in the gold miner ETFs like GDX and RING. As Ron Burgundy said, "I don't know how to put this,...