The Brave New Bull: Why the Next Leg Is Just Beginning
“A really efficient totalitarian state would be one in which the all-powerful executive of political bosses and their army of managers control a population of slaves who do not have to be coerced, because they love their servitude.”
— Aldous Huxley, Brave New World
Everyone thinks the trade is over.
They think international markets have peaked, that precious metals are done, that miners are tapped out.
They see a few red candles and assume the movie has ended.
But here’s the truth — this isn’t the end. It’s the expansion.
We’re moving from a narrow rally — led by gold and silver — into something broader, louder, and stronger.
This is the part of the bull market where leadership spreads and momentum compounds.
And if you understand how to listen, the charts are screaming the same message: this trend isn’t over. It’s evolving.
The Broadening Commodity Boom
For months, precious metals were the only game in town.
If you wanted exposure to commodities, it was gold, silver, or the miners — and that was it.
But not anymore.
Now, look at what’s starting to move:
Copper miners are breaking higher.
Lithium stocks are catching fire again.
Steel and aluminum names are breaking out.
Coal and uranium miners are still ripping.
This is how bull markets mature.
At first, a few strong names lead. Then the rest of the sector catches up.
The rally gets thicker, not thinner.
6-Month Winners & Losers
Let’s make this simple:
This chart shows the best and worst performers of the past six months.
Green on the left — these are the stocks making people money.
Red on the right — these are the ones bleeding it away.
Here’s what matters:
Every major leader is connected to commodities, energy, or industrial growth.
Oklo (OKLO) — Advanced nuclear reactor company, up +613%.
Centrus Energy (LEU) — Uranium supplier, up +609%.
Ramaco (METC) — Coal producer, up +531%.
TMC (The Metals Company) — Deep-sea metal exploration, up +430%.
Standard Lithium (SLI) — Lithium production, up +256%.
Hecla Mining (HL) — Silver producer, up +166%.
Now, look at the laggards:
Procter & Gamble, McDonald’s, Coca-Cola, and Staples — all the safe, defensive names.
They’re flat or negative.
That tells us something important — the market isn’t scared.
Money is moving into risk, not away from it.
That’s what a risk-on environment looks like.
Palladium Futures $PA_F
Palladium is the crazy cousin in the metals family — volatile, emotional, unpredictable.
But when it moves, it really moves.
You can see on the chart how it’s been in a long downtrend, forming a big U-shape — like a bowl.
That’s called a rounded bottom, and it usually means the trend is flipping from down to up.
Right now, palladium is breaking above $1,307, the red line you see on the chart.
That’s a breakout.
When price pushes above that line, it’s like a lid coming off pressure. Things move fast.
We’re already long palladium — but if you’ve been waiting to join, this is your window.
Palladium doesn’t creep higher — it surges.
You can trade it with the PALL ETF, or directly through PA_F futures.
Just remember, this one moves like a rocket — both ways.
Industrials Breaking Out
Now look at Industrials ($XLI) — one of the clearest reads on real economic strength.
See that pattern? It looks like a flag waving in the wind — that’s what traders call a bullish flag.
Price shot up, then paused. That’s healthy. It means buyers are catching their breath before the next leg up.
We’ve been long industrials through U.S. and Japanese exposure for a while now — and this is the breakout we’ve been waiting for.