Looking Ahead: This Market Keeps Giving — If You Listen
This Market Keeps Giving — And 2026 Is Setting Up Even Better
If there’s one thing this market has taught us over the past two years, it’s this:
Pay attention to what price is doing — not what people are saying.
This market keeps gifting us commodity trades. Over and over again. And it’s not random. It’s systematic. It’s reflation. And it’s setting the table for 2026 in a big way.
Let’s start with the dashboard.
Total Stock Market Leadership
Look at the top three groups right now:
Silver
Gold
Copper
That’s not a coincidence. That’s leadership.
One thought I have heading into next year: copper will be the #1 spot in 2026. It already acts like it wants to be there. And I also think we’ll see energy re-enter this leaderboard in Q1.
The color coding matters here.
Green = commodity sectors
Blue = reflationary sectors
For over a year I kept pounding the table on reflation. Meanwhile, fundamental guys kept pointing to CPI prints being flat and declaring the trade dead.
No shit.
I don’t trade inflation reports.
I trade markets.
Because simply put — that’s how we make fucking money.
The market has been screaming reflation long before the headlines caught up.
The Reflation Playbook (This Does Not Change)
This is the system. It doesn’t move. It doesn’t adapt to narratives. It doesn’t care about opinions.
