The S&P 500's price-to-earnings ratios have compressed due to rising rates and oil prices, and multiples are expected to continue declining.
Source Post
Market Shock: The Massive Shift Flipping Energy & Agriculture
Sep 13, 2026
The creator discusses a shift in market conditions from disinflationary to inflationary, favoring energy and fertilizer commodities over gold and silver. They highlight potential outperformance in crude oil, coal, and URA (ammonium nitrate) against silver, citing specific ratio charts and the impact of natural gas prices on fertilizer production. The creator believes pressures in oil and natural gas will intensify, affecting coal and URA.
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Tickers discussed in this post
The creator believes silver could go significantly higher than $300-$500 an ounce, suggesting a strong bullish outlook for the commodity.
The creator expects JKM (LNG) prices to reach $30 to $40, with potential for continued upward movement.
The creator favors commodities as an investment, preferring them over overvalued US stocks.
The creator prefers investing in precious metals over US stocks, viewing them as a lower-risk alternative.
Fertilizer companies in America and Canada are expected to perform well due to favorable market conditions.
The creator anticipates significant pressure and potential shortages in natural gas, which will impact URA production and increase coal demand.
URA (ammonium nitrate) has reset against silver and is poised for a significant catch-up play, especially given its reliance on natural gas for production.
Newcastle coal futures versus silver look cheap and have the potential to outperform, especially with rising natural gas prices impacting production.