Early-year rotations are opening opportunities in soft commodities.
We’ve officially closed the books on 2025, and the scoreboard tells a very clear story.
If you were long precious metals last year, it was a feast. Silver, Platinum, Palladium, and Gold dominated the commodity complex, and it wasn’t even close....
Seasonality and structure suggest a broader commodities breakout ahead.
As we head toward the close of the year, commodities are quietly reaching an inflection point that’s easy to miss if you’re not looking at the big picture.
For most of this cycle, leadership has been narrow. Precious metals did the heavy lifting...
