The Commodity Bull Market Has Begun (But So Has Inflation)

I'm always searching for the theory that makes all the data fit. I'm happy to accept and reject hypotheses along the way, but it's becoming pretty clear to me that we are under attack and that a lot of what we're seeing right now is intentional. It's going to be devastating if this hypothesis is correct.Click Here for the Full Episode

The current stock market boom is running in the US as well as Japan and Europe. It did not begin with the Iran war, but began in 2022 when monetary and fiscal authorities freaked out about the twin declines in stocks and bonds and 'did something about it.' Now we've got that money flood plus the Iran war which, together, will combine to bring about extremely high (15%? 18%? 20%?) in 1-2 year's time..Click Here for Peak Financial Investing

Having ‘energy awareness’ is like a superpower these days. It should be routine, but it’s not. Time to level up with a dive into natural gas supply and demand issues within the US.

The US is selling its reserve setting up future price spikes, commodities are launching on a new bull market, and inflation is set to come roaring back. This narrows down the investable universe considerably.Click Here for Peak Financial Investing

The US continues to export its wealth in the form of oil and gasoline and other energy products. We’re eating our seed corn. When that ends, the price spikes will be extraordinary and cause a lot of economic damage.Click Here for the Crash Course

The US-Iran negotiations are going nowhere, Trump is growing impatient, and oil executives are sounding positively doomerish. Currently, there’s no end in sight. Plan accordingly.Click Here for the Full Episode

There be whales and elephants swimming and stomping through the markets. When big money moves, it’s our job to figure out why and how to position ourselves accordingly. This is wildly important.Click Here for the Full Episode

Are we in a blow off top? Can the AI-fueled earnings be believed? Can the prospect of both war and peace be stock market bullish? All this and much more in this week’s Finance U episode.Click Here for Peak Financial Investing

Time to talk to a calm, measured, highly-experienced oil and gas resource investor about it all…the Devil is truly in the details.

Trump’s Iran options: ‘bad’ negotiations or ‘worse’ escalation, amid an oil crisis risking a global depression.