Phase Two: Commodities
Macro shifts in favor of commodity related stocks
This is not Grandpa’s macro, and these are not Grandpa’s commodities. The traditional commodity complex has shifted to more critical status, amplified by progressing technology, and it probably goes without saying, global trade tensions/wars.
Phase 2; Gold’s Handoff to the Wider Commodity Spectrum
We are in the next phase, whereby gold led (as usual) all markets in H1, 2025, silver then took over from gold (Silver/Gold ratio exploded upward) and the positive market effects spread to commodities, and in our particular area of interest, critical or strategic commodities (like Cu, Ni, Li, REE, u3o8, etc.).
(more…)China’s Superior Education
The text: “China is now testing a radical “anti-absenteeism” method: making it impossible for teenage boys to even consider skipping school.”
Another Man’s Ceiling
My short-sale idea for Floor & Decor (FND) is doing well. It is down about 25% since my first post, and I think it’s got plenty farther to fall.
Bitcoin, Finally!
All I can say is that it’s about goddamned time. After screwing around for the past week, BTC finally broke its trendline. Here’s hoping this is the start of something much, much bigger, as I have multiple positions based on this sucker plunging.
