Last week, we made the case that if energy is going to work, the grains won’t be far behind. Historically, these two commodity complexes have danced together. It’s very rare to see a durable bull market in energy that doesn’t eventually bleed...
Luck is a part of trading. But I'm not talking about dumb, blind luck. I'm talking about the kind of luck we create for ourselves by having a process, stepping up to the plate time and...
Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $3 Trillion in market cap. They’re simply not built like the juggernauts of tech or communications.
Last week, we discussed the volatility shock that rocked precious metals. It was rare, violent, and it forced us to respect the damage.But it’s important to remember the context.That extreme move didn’t happen in a vacuum. It happened...
