Relative Strength, Absolute Conviction: Reading Oil’s Rise Before It Happened
While JPMorgan and the IEA predicted falling oil prices, one contrarian signal quietly pointed to the trade of the year.
From Rust to Renaissance: Can Victoria Reclaim Its Industrial Crown?
From Rust to Renaissance: Can Victoria Reclaim Its Industrial Crown?
The commodities boom won’t last forever. Here’s why its aftermath could quietly reshape Australia’s industrial landscape for decades
Service Stocks: They Were Telling You That an Oil Spike was Coming
Service Stocks: They Were Telling You That an Oil Spike was Coming
While Oil prices remained weak, I told readers to move on the early-cycle opportunity; service stocks
The US-Russia Oil Cartel Is Closer Than You Think
The US-Russia Oil Cartel Is Closer Than You Think
There’s one thing that Russia and the US share in common: oil production dominance. Could this give birth to a powerful energy alliance?
If this is the 1970s: Then the Date is 1 November 1973
If this is the 1970s: Then the Date is 1 November 1973
What does the 1970’s oil shock tell us? Stock markets crashed, and energy surged
Copper’s Bull Market Isn’t Dead — It’s Just on Sale
Copper’s Bull Market Isn’t Dead — It’s Just on Sale
The panic is real, but so is the opportunity. Here’s why copper’s long-term bull case remains firmly intact.
Why I’d Rather Find a Gem Than Roll the Dice
Why I’d Rather Find a Gem Than Roll the Dice
We haven’t had a losing trade in nearly two years. That’s not luck — here’s the strategy behind it.
The Best Recommendations Are the Ones That Make People Cancel Their Subscriptions
The Best Recommendations Are the Ones That Make People Cancel Their Subscriptions
The trade everyone dismissed as stupid is now the smartest move in the room. Here’s how we saw it coming.
Editor’s Pick: “Oil: Only One Trade Matters.”
Editor’s Pick: “Oil: Only One Trade Matters.”
Revisiting our February Call: “Forget precious metals or critical mineral stocks; oil and gas could emerge as the true hedge against geopolitical risk in the months to come.”
Why Commodities Move in Packs — And What History Says Happens Next (Part II)
Why Commodities Move in Packs — And What History Says Happens Next (Part II)
Commodities are surging across the board, and the real reason has nothing to do with the headlines you’re reading.
