We’ve been pounding the table on Copper futures since China started ripping last year.

However, it has been a slower start than we anticipated.

Now, our patience is being rewarded... We're seeing evidence that the trade is heating up.

Copper futures are trading at fresh all-time highs as they play catch-up with Gold futures.

We're also beginning to see the Copper miners play catch-up to the underlying commodity.

This has been on our radar for months, but we've only recently seen significant changes.

The red line represents Copper futures, and the blue candlesticks represent the Global X Copper Miners ETF $COPX. 

Historically, these two have danced together.

However, that relationship broke down earlier this year as the futures reached new...

It’s happening.

After years of waiting, the entire precious metals complex is finally coming to life, and the charts confirm it.

Gold broke out first. 

Now, Silver, Platinum, and the miners are joining in. 

Our Equal-Weight Precious Metals Index is printing fresh all-time highs, marking what we believe is the beginning of a new secular uptrend.

Miners are starting to lead. 

Risk appetite is returning. 

And short sellers? They’re getting squeezed.

This week, we’re reviewing the latest breakout setups in the metals space, including a small-cap Silver name retesting a key level with explosive upside potential.

Grain markets are showing signs of life.

After a brutal multi-year collapse, many major agricultural contracts are starting to perk up. 

The short-term and intermediate-term trends are beginning to point higher. 

Momentum is entering a new bullish regime. 

And participation is expanding.

We’ve already outlined bullish setups in the futures for Corn, Soybeans, and Soybean Oil. 

These contracts have been carving out bottoms, and they're starting to resolve higher from well-defined bases. 

Now, we're seeing more of the same.

The short-term strength is hard to ignore.

We’ve been waiting patiently for a leadership handoff in the metals market. 

It’s happening now.

Platinum and Palladium, the long-forgotten cousins of the precious metals complex, are waking up.

Just look at the charts.

Crude oil just ripped higher with its biggest 3-day rally since March 2022.

And the timing couldn’t be more interesting.

The energy trade looked like it was unraveling.

But the bulls are stepping in and repairing the damage.

Valid tops have turned into "not tops" and bear traps.

This burst of upside momentum comes right as crude is bouncing off a major support zone, both in absolute terms and relative to the broader market. 

Energy stocks have been under pressure for months, but this looks like a potential turning point.

Not only is the price action improving, but positioning is also offside. 

Short interest in the Oil & Gas Exploration & Production ETF $XOP just hit its highest level in years.

A lot of the individual stocks have the highest short interest ever.

The unwind could fuel a powerful move higher across...

We have been talking about a major rotation in the metals space for months, and now it’s happening in real time.

Platinum is ripping... We just got long.

Dr. Copper is knocking on the door of new all-time highs. We outlined the breakout and target levels to watch on Friday.

And now, Silver is sprinting...

It’s up more than 30% off last month’s low and just printed a fresh multi-decade high.

We think this move is just getting started, and a run at the 1980 / 2011 peak near $50 is officially in play.

Here’s how we're trading it.

We just hosted a live breakdown of all the major commodity futures, including Copper, Gold, Cocoa, Crude, and more. 

From what’s breaking out, what’s lagging, and how we’re positioning.

If you trade commodities, this is must-see TV.

📺 Watch the full replay below 👇

We’ve talked at length about Gold’s breakout. 

But everyone has forgotten about Copper and other industrial metals.

Copper isn’t just some industrial input. It’s the backbone of the modern economy.

The price has gone nowhere for decades. But over that time, it has carved out a massive accumulation pattern that looks ready to explode higher.

This is a trade we’ve been preparing for, and it may finally be here.

We’ve seen this before.

Gold quietly builds momentum, breaks out to new highs, and suddenly the whole world starts paying attention. 

Then Silver wakes up violently. 

And the miners? They go vertical.

This playbook isn’t new. It’s just unfolding again.

Right now, Gold is trading at all-time highs, Silver is coiling under decade-long resistance, and Silver miners are showing early signs of a major trend reversal relative to the underlying commodity.

The stage is set, and the next act could be explosive.

The nuclear energy trade just got a massive jolt of energy.

Last Friday, Uranium stocks exploded higher after President Donald Trump signed executive orders to revitalize U.S. nuclear energy production.

The result? The VanEck Uranium & Nuclear Energy ETF $NLR had its best single-day performance since 2008.

But this move isn’t just about headlines. It's also about the strong fundamentals and technicals behind it.

The AI revolution is massively increasing global power demand, and everyone is turning to nuclear energy to scale their operations.

Top tech firms know this, and they’re investing heavily in small modular reactors (SMRs) and advanced nuclear infrastructure to power their data centers and server farms.

Meanwhile, geopolitical instability and the global push for energy security have made Uranium and nuclear development mission-critical for many countries.

That’s the story, and the market’s listening.

The VanEck Uranium & Nuclear Energy ETF holds the best names in the space, from heavyweights like Cameco $CCJ (~7%) and Constellation Energy $CEG (~8.7%) to fast-growing...

Platinum has been left for dead.

We love it when sentiment for an asset is down in the dumps like it is now!

While Gold and Silver have stolen all the attention lately, Platinum’s been quietly coiling just below the surface, building pressure for what could be its biggest move in decades.

We’re not just seeing a bullish chart setup...

We’re seeing a perfect storm of technicals, fundamentals, and sentiment pointing in the same direction.

The last time Platinum looked like this, it rallied nearly 500% in nine years.

Is history about to rhyme?

Matt Warder appeared as the featured guest on today's Morning Show on Stock Market TV, which was an extra special treat for commodity junkies like us.

Matt is widely recognized as the best Coal analyst in the world.

He’s in constant contact with top executives in the space and is basically a walking commodity encyclopedia, especially when it comes to Black Diamonds.

We had the pleasure of meeting him in New Orleans for our Portfolio Accelerator event and walked away smarter for it.

So when Steve Strazza asked him what commodity he’s most excited about right now, we were all ears.

His answer? “Titanium.”

No hesitation.

Coming from someone with Matt’s pedigree in the Coal markets, that caught us off guard. 

But after looking at the charts, it makes a lot of sense why he didn't mention Coal.