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Columbus, OH
Joined December 2023
Silver... 👀
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Biggie wasn’t just talking about the streets — he was describing how fast the world changes, and how brutal it can be for anyone still living by the old rules. That’s the market right now. The environment has shifted, and most investors haven’t caught up.
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For the first time in years, small caps have broken out to new highs. This is not just another rally — it’s confirmation that breadth is expanding across the market. aaoresearch.substack.com/p/p…
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Japan’s 30 year bond yields are in a raging uptrend. Nothing here says “stopping anytime soon.”
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The cycle is simple: Tight money → Yield curve flattens → Dollar rips Stress builds → Fed eases → Curve steepens → Dollar dumps We’re in stage two. The dollar’s in trouble. $DXY
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Gold vs. Bonds: A Divergence You Can’t Ignore | ASC Gold Rush Live xitter.cf/i/broadcasts/1PlKQOBzE…
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AAOResearch retweeted
Butter is on sale
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Gold — 8 straight months of new highs. Meanwhile, bonds keep breaking lower. What kind of environment are we really in? And what’s next for gold, miners, and commodities? Join us: 2pm EST for Gold Rush Live with @Sam_Gatlin: youtube.com/watch?v=ktwpHJj1…
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Energy Abroad, Bonds at Home: The Macro Collision xitter.cf/i/broadcasts/1BdxYZpvb…
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When I started trading, I fought every trend. Markets rose, I shorted. Markets fell, I bought. It was pure Nietzsche: "To live is to suffer, to survive is to find some meaning in the suffering." Failure taught me the only truth that matters—follow strength, sell weakness.
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Will gold miners hit triple digits this year? ⚒️ Can they close out 2025 with gains over +100%? $GDXJ $GDX $HUI
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For four decades, investors lived in a world where central banks appeared omnipotent. The narrative was neat: if growth slowed, they cut rates. If inflation ran hot, they hiked. Bonds rallied, stocks wobbled, and then recovered. And now...
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“Short interest in JETS is at an all-time high, just as price is coiling beneath the prior cycle peak from 2021:” @sam_gatlin
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Copper down 17% today. Last wave technically in the cycle. We will see if this holds.
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Here’s how to trade copper futures. Here’s how to build a real portfolio. Here’s why one losing trade should never wreck you. It’s not a secret. It’s risk management. More ⬇️
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Why the 1970s Are the Blueprint for What’s Next xitter.cf/i/broadcasts/1zqKVjPAR…
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Gold moves first. Copper follows. Oil moves last. That’s been the cycle for 40 years—and right now, copper is breaking out while oil hasn’t budged. You know what comes next. 👀⛽️
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Buying India?
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Is this a good sign or a bad sign?
This is extremely rare. Oil is up +8% in the past 30 days. ExxonMobil is down -6% in the past 30 days. You rarely see a divergence like that (especially when its with oil moving to the upside).
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