Coal is mentioned as a commodity with long-term deficits, aligning with the creator's investment strategy of buying when valuations are cheap.
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Why I’m Holding the Rips & Buying the Dips (Right Now)
Sep 15, 2026
The creator discusses the interconnectedness of oil prices, interest rates, and economic growth, suggesting that SPR releases are used to manipulate oil prices down. They analyze oil's technical setup, noting a potential breakout that could lead to significant price increases if historical patterns repeat, though they express uncertainty about this outcome. The creator also touches on gold and silver, suggesting they are well-positioned for a scenario where interest rates do not rise.
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Natural gas is mentioned as a commodity with long-term deficits, aligning with the creator's investment strategy of buying when valuations are cheap.
The creator is bullish on copper companies, viewing them as cheap relative to the S&P 500 and intending to hold through any short-term corrections.
Silver is considered well-positioned for a scenario where interest rates do not rise, with a broken falling wedge pattern suggesting potential upside.
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Tracked calls opened from this post
IESCbuy opened Sep 15, 2026
-15.73%