I'm Buying a Speculative Name — On Purpose

This is the part most people gloss over — and it’s the most important part of the process.

When you look at the AAO Macro TrendFinder leaderboard, one thing stands out immediately: commodity stocks dominate the top of the board YTD. Shipping. Precious metals. Uranium. Silver miners. Base metals. This isn’t random. This is what commodity bull markets look like when they’re alive and well.

These environments don’t reward clever narratives.
They reward exposure.