Archive - Against All Odds Research

The Pipes I Used to Rip Out Now Run the World

Miners. Metals. Emerging markets. It’s not a prediction—it’s a signal.

11 hrs ago •

There’s No Edge in the Middle of the Road

The world won’t understand your obsession. That’s exactly why you keep going.

Jul 11 •

The Truth Serum of the Bond Market

The 30 year is quietly breaking out. And it’s telling a very different story than the Fed.

Jul 9 •

System Addict: From Dopamine to Discipline.

What addiction taught me about waiting, watching, and winning in markets.

Jul 8 •

The Surprise Trade of the Year

It’s not what everyone’s watching. It’s what they’ve already forgotten.

Jul 7 •

🎥 LIVE TODAY: The Commodity Cycle Is Turning

I’m sitting down with Sam Gatlin to break down what we’re seeing across the commodity space—from copper and gold to oil and materials.

Jul 3 •

I Like Big Cycles and I Can Not Lie

You can't deny that the cycle has played out for 50 years. Why would this time be different?

Jul 2 •

Dr. Copper Is Writing the Next Chapter

The most important metal in the world just made history.

Jul 1 •

Everything’s Working—Except Fear

Korea, China Tech, Taiwan—all outpacing the S&P.

Jul 1 •

June 2025

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