Against All Odds Research

Against All Odds Research

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From Sabotage to Standoff: The Nuclear Endgame Tightens
Oil: Every Big Trade Feels Obvious—After It Works
 • 
Jason Perz
Atlas Is Shrugging. Industrials Are Leading.
Trade idea: Tech gets the headlines—XLI gets the capital.
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Jason Perz
The Inflation Trade Isn’t Over
Inside Our Fresh Buy in the Commodity Complex
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Jason Perz
"Spend More or Learn Russian"
NATO’s New Doctrine and What It Means for Commodities
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Jason Perz
The Most Dangerous Signal Is Relief
Inflation expectations are collapsing. History says that’s when policy mistakes begin.
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Jason Perz
Dr. Copper's Diagnosis: Bull Market
New highs across global equities. Breakouts in copper. The message is loud and clear: growth is back.
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Jason Perz
4
The Market Rewards Rebels
Consensus is a lagging indicator. Originality is the edge.
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Jason Perz
6
Portfolio Review: From Breakouts to Blowoff Tops-Precious Metals
The breakout is underway—and we’re loading up on juniors before ignition.
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Jason Perz
Portfolio Review: From Breakouts to Blowoff Tops-Precious Metals
The breakout is underway—and we’re loading up on juniors before ignition.
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Jason Perz
When Bridges Fall, Commodities Rise
A drone strike, a message, and the market’s reaction in real time
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Jason Perz
1
Old Money, New Highs
U.S. Steel and the Metals That Built America Are Breaking Out Again
 • 
Jason Perz

May 2025

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