📊 Last Week’s Highlights – What You Missed
Trends, Commodities, and the Dollar’s Next Move—Get Caught Up Fast
Markets don’t wait for anyone, and last week was packed with major shifts you can’t afford to miss. From sugar’s setup for another explosive rally to the U.S. dollar breaking down—fueling commodities—big moves are brewing. Whether it’s China’s role in the next commodity cycle, Brazil’s influence on ag markets, or the best commodity ETF for 2025, this recap will catch you up and get you positioned for what’s next. 🔥🚀
Feb 14 – Reflections: You Don’t Make Trends—You Ride Them
You don’t make trends—you ride them. The market moves when it’s good and ready, and fighting that is how traders get wrecked. In this week’s Reflections, I break down why patience, positioning, and the reflation trade are all that matter right now. 🔥
Feb 13 – The Last Time This Happened, Sugar Prices Exploded—It’s Happening Again
Sugar looks ready to move. Brazil dominates supply, but tariffs, trade restrictions, and India’s production drop are setting up a supply squeeze. COT data is flashing extreme commercial buying—the last time we saw this? March 2020, right before sugar’s big rally. Above $19.97, I want to be long.
Feb 12 – It’s Always Been the Dollar: Portfolio Review (Full review of YTD returns)
The U.S. Dollar is breaking down, and that could be the spark that sends silver, commodities, and Bitcoin soaring. With the Brazilian Real ripping and the Brazil ETF (EWZ) hitting new highs, the setup for agricultural commodities is looking stronger by the day. If you’re trading commodities, watching Brazil is non-negotiable—this country is the powerhouse that feeds the world. 🚀
Feb 12 – Monthly Conference Call: Market Playbook – Top Sectors, Commodities & Global Opportunities
Feb 11 – The Best Commodity ETF in 2025: System Addict
Want exposure to commodities but don’t trade futures? There are plenty of ETF options, but $DBA stands out—it’s been in a steady uptrend for four years and gives access to coffee, cocoa, and top-performing ags. If you believe in the reflation trade, $DBA is where you want to be. 🚜🔥
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