WTI crude just hit $127.05, the highest level since October 2022. OPEC+ extended cuts through Q3. The strategic petroleum reserve is depleted. This rally has structural tailwinds that most equity investors are ignoring.
Read Full Brief →Gold just broke to all-time highs above $2,850/oz. The driver is not fear — it is Fed pivot expectations plus persistent inflation. Central banks are buying at record pace. This rally has room to run.
Read Full Brief →Copper just broke $4.50/lb on China infrastructure news. This is not a trade — this is the beginning of a structural bull market driven by electrification, EVs, and grid buildout.
Read Full Brief →Saudi Arabia confirmed it will maintain its voluntary 1 million barrels per day production cut through Q2. Here is what the supply/demand math actually looks like.
Read Full Brief →Gold has held above $2,000 for 8 consecutive weeks. Three structural forces are aligning simultaneously that have historically preceded major gold bull runs.
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