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?

It’s not a theory—it’s the cycle.

It’s happened over and over again for 50 years. You don’t need to believe in stories when you have this kind of pattern recognition.

Gold already broke out.

Copper just posted the highest monthly close in history.

And oil?

Still chopping, still forgotten.

But this is how it works. Oil usually moves last. And when it goes, it goes fast. That’s what I’m positioning for.

I’m getting interested in energy here—$XLE is coiling, but not quite ready to break. The trend isn’t fully there yet. But the setup is coming into focus.

So here’s how I’m playing it: