Source Post

URGENT: Commodities Just BROKE the Stock Market Trend (2026 Update)

The creator discusses the recent spike in the commodities to S&P 500 ratio, driven by an oil shock, and believes it signals the beginning of a significant upward trend for commodities. They contrast this with a deflationary outlook presented by another social media user, arguing that current conditions, including fiscal spending and potential oil shortages, point towards inflation and commodity strength.

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Tickers discussed in this post

FCXNeutralMedium ConvictionSignal-backedSecondary

Freeport, a major copper miner, is highlighted as underperforming its production targets, contributing to supply concerns.

BHPNeutralMedium ConvictionSignal-backedSecondary

BHP, a major copper producer, is noted for meeting its production targets amidst broader industry struggles.

RIONeutralMedium ConvictionSignal-backedSecondary

Rio Tinto is mentioned as a major copper miner struggling to meet production targets, indicating potential supply issues.

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