Secular bull markets often run far longer than consensus expects, and sometimes even longer.

That's what we're currently seeing. Gold futures are poised to close September in the green for the...

Last week, we discussed what a great time it is to be a Gold Bug. 

For the first time in history, the yellow metal has closed higher for...

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...

In this week’s Gold Rush video, we covered a lot of ground. 

We discussed wild moves in Cattle futures, the energy complex, shifting global bond yields and their impact on the macro landscape, and Gold futures surging to...

Gold just made history, and it’s doing so in the most bullish way possible.

After months of one of the ...

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...

We’ve been pounding the table on Gold for months, and nothing in the data...

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...

The Gold secular bull market is acting exactly how bull markets should. 

Every dip gets bought, every pullback is shallow, and the laggards are catching up to the leaders. 

That’s textbook bull market behavior.

We’ve been...

It wasn’t that long ago when Wall Street shoved ESG down everyone’s throat. 

Fresh off the post-COVID boom, asset managers packaged carbon credits, renewables, and “green” investments as if they were the only game in town.

The...

Last week, we discussed how the recent weakness in precious metals stocks was merely a short-term corrective wave, presenting...

College football is almost back in the U.S., and in the futures market, that means it’s Natty Season. 

August is by far the best month of the year for Natural Gas futures - not even close - and the seasonality data proves it.

That’s...

There’s a stealth correction unfolding in the precious metals space. 

Most people aren’t paying attention because the headlines are quiet, and the price action has gone mostly sideways.

But to us, this is where things get interesting...

We’ve been pounding the table on Copper and the broader base and industrial metals trade for months now. 

And this week? 

...

Precious metals are still running the show.

Ever since Gold futures decisively resolved its multi-decade base last year, the entire complex has been in beast mode. 

...

Over the past few weeks, we’ve been watching the breadth expansion in commodities take shape. 

First, it was...

Precious metals have been stealing the show in 2025.

...

Copper has started a fire in commodities.

 We’re seeing breadth...

Precious metals have been on fire this year, and the strength is...

For months now, we’ve been pounding the table on Copper. 

Now, the trade is on fire. Copper futures had their best day ever...

It’s a brand-new month and quarter for precious metals, and the tape is...

Last week, we wrote about Copper futures breaking out to all-time highs,...

It has been a blockbuster year for precious metals, and the latest monthly and quarterly closes reiterated it.

The entire precious metals complex is breaking out of long-term bases. 

These patterns are the classic signature of new...