In it to Win it

Steve Barton

We are a community of DIY investors and disciplined speculators who do the work together and win.

  1. 3D AGO

    Oil To 200 And Markets Collapse What Investors Must Do Now ~ John Polomny

    John Polomny, a veteran resource investor and publisher of Actionable Intelligence Alert on Substack, brings over 30 years of experience uncovering overlooked opportunities in commodities and global markets. 👉 John's YouTube 👉 John's Substack 📩 Premium Newsletter 15% Off Golden Egg Special 📩 15% Off Technical Analysis Charts Video Series - Discount Code "GOLDENEGG" 📩 Website 📩 Substack 👉 Technical Analysis Video Series Recording Date 3-30-2026. In this episode, he lays out a stark and urgent macro view shaped by geopolitical escalation and energy supply disruptions. He argues that the Strait of Hormuz and Red Sea dynamics now dominate global markets, warning that the loss of critical oil flows could destabilize the entire world economy. Polomny frames the current situation as part of a broader era of systemic volatility tied to geopolitical conflict and fifth-generation warfare. He explains how constrained energy flows are already triggering cascading effects across fuel, fertilizer, and food systems, with severe consequences for global supply chains and emerging economies. Polomny highlights how oil shortages, rising fertilizer costs, and disrupted planting cycles could lead to widespread economic pain and even political instability. From an investment perspective, he emphasizes that this is no longer a traditional market but a high-risk trading environment driven by headlines and policy shifts. He concludes that while short-term conditions are dangerous, major long-term opportunities will emerge, particularly in commodities and hard assets once the crisis stabilizes.   Key Insights in this episode ✅ The Strait of Hormuz and Red Sea disruptions are now the most critical drivers of global markets ✅ A loss of 10 to 20 percent of global oil supply could halt economic activity worldwide ✅ Fertilizer and energy shortages may trigger a global food crisis and political instability ✅ Current market conditions are highly volatile and favor traders over long-term investors ✅ Gold is declining due to rising real interest rates and liquidity demand, not fundamentals ✅ Long-term outlook favors commodities and gold due to monetary expansion and debt growth   Affiliates /Tools for Success that I Love and find Helpful: Technical Analysis Series https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit Rule Classroom (Free) https://ruleclassroom.com/share/-ztDnefsS5h6MTkD?utm_source=manual Rule Classroom Plus (2 Free Months) https://ruleclassroom.com/share/--qqlFVftepbST8a?utm_source=manual TradingView (Free) https://www.tradingview.com/?aff_id=128305 Lobo's Weekly Recap (Free) https://independentspeculator.com/services/speculators-digest?ref=stevebartonmoney%40gmail.com Uranium Insider Newsletter https://members.uraniuminsider.com/a/41334/hfFkvWuq   Chapters 00:00 Big Picture Macro Outlook 01:05 Global Crisis And Energy Shock 03:42 Strait Disruptions And Oil Flows 07:06 Iran Strategy And Escalation Risks 16:38 Global Impact On Food And Energy 21:48 Commodities And Investment Strategy 27:58 Gold Sell Off Explained 33:25 Where To Follow John Polomny   DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.   #JohnPolomny #OilCrisis #EnergyMarkets #Commodities #GlobalEconomy #MacroInvesting #GoldMarket #Inflation #Geopolitics #FertilizerCrisis #FoodShortage #OilPrices #InvestingStrategy #MarketCrash #ResourceStocks #EnergyCrisis #GlobalTrade #SupplyChain #MacroTrends #HardAssets #SteveBarton #InItToWinIt

    35 min
  2. 6D AGO

    S&P 500 Crash 2.1% VIX Explodes 16% Gold Setup Signals Big Move ~ Monday Market Moves

    In this week's Monday Market Moves, I break down what I am seeing across the markets after another rough week for equities and a growing list of important setups in commodities. 📩 Premium Newsletter 15% Off Golden Egg Special 📩 15% Off Technical Analysis Charts Video Series - Discount Code "GOLDENEGG" 📩 Website 📩 Substack 👉 Technical Analysis Video Series Recorded on 3-27-2026. I explain why I believe the S&P 500 is breaking down technically after falling 2.1 percent and why I think we could still see a move toward $6,100 or even $6,000 in the near term. I also cover the 16 percent jump in the VIX, the move in the dollar, and the steady rise in the 10-year yield as signals that fear and pressure are still building under the surface. Throughout the first half of the episode, I make the case that weakness in stocks is becoming more pronounced while selective opportunities are beginning to emerge in hard assets. I spend a big part of this episode on gold because I believe its recent touch of the 200-day moving average is a major event in an ongoing bull market and could become an important long-term buying signal. I also explain why silver may bounce early next week even though I still expect another correction before the next major push higher. Beyond precious metals, I stay constructive on uranium, where I believe current levels are attractive for both physical uranium exposure and uranium miners, while oil remains the most conflicted market on my screen because bearish technicals are clashing with bullish geopolitical fundamentals. I close by warning that Bitcoin still looks vulnerable to me, with support near $62,000, resistance near $76,000, and a broader structure that suggests more downside may still be ahead.   Key Insights in this episode ✅ S&P 500 down 2.1% breaking key support with downside targets near 6,000 and 4,825 ✅ VIX up 16% signaling rising market fear and volatility expansion ✅ U.S. dollar up 0.7% but expected to weaken after resistance near 100.4 ✅ Gold down 1.8% but bullish after touching 200-day moving average with support at 4,350 ✅ Silver up 0.2% short-term upside but likely correction toward 200-day average near 56 ✅ Copper up 2.2% but bearish pattern suggests pullback toward long-term support ✅ Uranium up 0.5% with 80 million pounds removed from supply tightening market significantly ✅ Oil WTI up 1.4% with bearish charts but strong geopolitical bullish fundamentals ✅ Natural gas down 0.1% holding trendline with ETF stretched far above key averages ✅ Platinum down 4.2% hitting 200-day average with confirmation still needed ✅ Nickel up 0.9% forming bullish structure but recession risk remains ✅ Bitcoin down 2.6% with bearish flag targeting support near 62,000 Tools for Success that I Love and find Helpful / Affiliates: Technical Analysis Series  Rule Symposium 2026 Rule Classroom (Free)  Rule Classroom Plus (2 Free Months)  TradingView (Free) Lobo's Weekly Recap (Free) Uranium Insider Newsletter   Chapters 00:00 S&P 500 Technical Collapse 04:20 Gold Key Support And Outlook 10:36 Silver Outlook And Resistance Levels 15:35 Copper Bearish Setup 16:24 Uranium Supply Shock 18:48 Oil Market Divergence 22:34 Natural Gas Volatility 24:13 Coal Market Trends 24:58 Platinum And Palladium Weakness 26:38 Nickel Bullish Setup 29:28 Bitcoin Bearish Structure 30:22 Closing Thoughts And Strategy   DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.   #SP500 #VIX #Gold #Silver #Copper #Uranium #OilMarkets #BitcoinCrash #MacroTrends #StockMarketCrash #Commodities #Inflation #Recession #TradingStrategy #TechnicalAnalysis #Investing #EnergyMarkets #CryptoMarkets #MarketVolatility #SteveBarton #InItToWinIt

    31 min
  3. MAR 25

    David Skarica Warns S&P 500 Could Crash 20% From Here

    David Skarica, a veteran contrarian investor and author known for his macro market insights, returns to break down the current state of global markets amid rising geopolitical tensions and shifting monetary expectations.  👉 Mega Returns 👉 Profits From Pessimism 📩 Substack 👉 Technical Analysis Video Series  Recording Date 3-24-2026. In this episode, David explains how recent moves in gold, silver, and oil reflect deeper structural changes rather than short-term noise. Drawing from decades of experience studying market cycles and investor psychology, Skarica highlights why he moved heavily into cash and defensive positioning. He also shares how sentiment, speculation, and global liquidity are driving unusual behavior across asset classes. This episode sets the stage for a potential turning point in markets. Skarica dives deeper into the implications of a possible equity market correction, arguing that gold and silver may continue consolidating before their next major breakout. He outlines a scenario where rising oil prices and persistent deficits force central banks into a difficult position between inflation and recession. According to him, a liquidity crisis could trigger aggressive monetary easing, which would ultimately fuel a powerful rally in precious metals. He also emphasizes structural issues like declining foreign demand for U.S. debt and geopolitical instability reshaping energy markets. The conversation concludes with tactical insights on positioning, highlighting selective re-entry into oversold assets while maintaining caution.   Key Insights in this episode ✅ Skarica moved 70 to 75 percent into cash expecting a market shakeout driven by geopolitical risk ✅ S&P 500 key breakdown level near 6500 could trigger accelerated downside and volatility spike ✅ Gold and silver may decline further short term due to liquidity stress before a major breakout ✅ Massive US deficits and rising debt costs remain the strongest long-term bullish driver for gold ✅ Oil prices may be artificially suppressed despite tight physical supply and geopolitical tensions ✅ Copper and energy transition demand could rise despite recession due to EV and infrastructure shifts Tools for Success that I Love and find Helpful / Affiliates: Technical Analysis Series  Rule Symposium 2026 Rule Classroom (Free)  Rule Classroom Plus (2 Free Months)  TradingView (Free) Lobo's Weekly Recap (Free) Uranium Insider Newsletter   Chapters 00:00 David Skarica Joins the Show 03:17 S&P 500 Chart and Market Breakdown Risk 08:28 Gold Outlook and Short Term Weakness 13:57 Aveeno Silver Entry and Oversold Setup 18:48 Gold Chart Levels and Consolidation View 23:05 Silver Chart and Long Term Support 26:12 JP Morgan Silver Price Impact Debate 28:46 Copper Chart Recession Versus EV Demand 32:08 Oil Outlook and Transocean Analysis 34:04 Where to Follow David Skarica   DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.   #DavidSkarica #Gold #Silver #Oil #StockMarket #Macro #Investing #Commodities #Inflation #Recession #FederalReserve #DebtCrisis #SP500 #VIX #Copper #EnergyStocks #Geopolitics #MarketCrash #Trading #Wealth #SteveBarton #InItToWinIt

    36 min
  4. MAR 22

    Gold Down 9.6% Silver Down 14.4% Market Shock ~ Monday Market Moves

    In this week's Monday Market Moves, I walked through a broad breakdown of the markets, starting with the S&P 500, which fell 1.9% and confirmed a continued downtrend after failing at the 200-day moving average. 📩 Website 📩 Substack 👉 Technical Analysis Video Series Recorded on 3-20-2026. I explained why I expect further downside toward the 6,000–6,100 range as volatility remains elevated and yields move higher. I also highlighted weakness in the dollar and how macro factors like global tensions and liquidity pressures are influencing market direction. Overall, my outlook for equities in the near term remains bearish, with key resistance and support levels clearly defined. In commodities, I covered sharp declines across gold and silver, both of which are now trending lower with strong downside momentum and likely heading toward major support zones and their 200-day averages. I pointed out a potential bounce setup in copper at its 200-day moving average, while uranium continues to weaken short term despite strong structural fundamentals. In energy, oil remains indecisive with a bearish tilt, while natural gas and coal appear stretched and due for pullbacks. I also discussed continued weakness in platinum and palladium, a bullish setup forming in nickel, and a potential short-term rebound in Bitcoin as momentum begins to shift.   Key Insights in this episode ✅ S&P 500 fell 1.9%, confirming a downtrend below support ✅ VIX down 1.5%, volatility easing slightly ✅ U.S. dollar down 1%, testing lower support levels ✅ Gold down 9.6%, sharp breakdown toward key support ✅ Silver down 14.4%, strong downside momentum continues ✅ Copper down 6.6%, hitting the 200-day moving average ✅ Uranium down 2.9%, equities nearing key buy zones ✅ Oil down 0.5%, showing indecision with bearish bias ✅ Natural gas up 1.2%, modest upside but stretched ✅ Coal mixed, thermal +8.5% while met coal flat ✅ Platinum down 3.5%, palladium down 8.5%, bearish setups ✅ Nickel down 1.1%, forming a bullish continuation pattern ✅ Bitcoin down 3%, showing signs of a short-term bounce Tools for Success that I Love and find Helpful / Affiliates: Technical Analysis Series  Rule Symposium 2026 Rule Classroom (Free)  Rule Classroom Plus (2 Free Months)  TradingView (Free) Lobo's Weekly Recap (Free) Uranium Insider Newsletter   Chapters 00:00 S&P 500, Dollar & Yields 02:40 Gold Breakdown & Support 09:33 Silver Selloff & Miners 15:47 Copper at 200-Day Support 18:59 Uranium Price & Buy Zone 21:19 Oil Outlook & War Risk 24:11 Natural Gas Near Reversal 24:43 Coal Stalls at Resistance 25:55 Platinum & Palladium Weak 30:00 Nickel Bullish Setup 31:54 Bitcoin Bounce Setup 32:43 Outro & Premium Service   DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.   #CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt

    33 min
  5. MAR 17

    Doomberg Doomberg Explains Why Oil Stays Near $95 Despite 8M Barrel Supply ShockExplains Why Oil Stays Near $95 Despite 8M Barrel Supply Shock

    Doomberg joins the discussion to break down the surprising stability in oil markets amid the Iran conflict and the disruption of the Strait of Hormuz, revealing why prices remain anchored near $95 WTI despite one of the most significant geopolitical shocks in decades. 👉 Doomberg Substack 📩 Substack 👉 Technical Analysis Video Series Recording Date 3-16-2026. In this interview, Doomberg explains how the global oil market is absorbing a potential multi-million barrel per day supply disruption through a combination of excess global capacity, strategic petroleum reserve releases, and rapid production responses from regions such as U.S. shale, Russia, Canada, Venezuela, and Argentina. He outlines a "supply waterfall" framework, showing how incremental production, inventory drawdowns, and demand destruction can offset even large shocks, keeping prices far below extreme forecasts. According to Doomberg, the market's calm is signaling that the world is not short oil, but rather well supplied, even in crisis conditions. Doomberg also dives into the mechanics of oil pricing, emphasizing that the quoted "price of oil" depends heavily on contract timing, delivery location, and futures roll dynamics, factors often misunderstood during volatile periods. He highlights how past anomalies, including negative WTI pricing, illustrate the importance of understanding contract structures. Looking ahead, Doomberg expects oil prices to trend significantly lower over the next 12–18 months, arguing that any spike driven by war would be temporary and ultimately unsustainable as supply overwhelms demand. He also explores longer-term implications, including new pipeline infrastructure to bypass chokepoints and the broader political consequences shaping market sentiment.   Key Insights in this episode ✅ Doomberg explains why oil remains near $95 despite a major geopolitical shock ✅ Global oversupply, SPR releases, and rapid production response stabilize prices ✅ Strait of Hormuz disruption exposes risks, but not a true shortage ✅ Markets adjust through "all-of-the-above" supply, rerouting, and substitution ✅ Oil pricing depends on contracts, location, and futures roll dynamics ✅ LNG disruption is smaller in global context than headlines suggest ✅ Long-term outlook points to significantly lower oil prices within 12–18 months Tools for Success that I Love and find Helpful / Affiliates: Technical Analysis Series  Rule Symposium 2026 Rule Classroom (Free)  Rule Classroom Plus (2 Free Months)  TradingView (Free) Lobo's Weekly Recap (Free) Uranium Insider Newsletter   Chapters 00:00 Doomberg on the Iran War 01:37 Escalation & Risks 05:37 Strait of Hormuz Closure Impact 12:57 Supply Response vs Rerouting 14:38 Understanding Oil Contracts (WTI) 19:47 Fade the Spike? Trading Oil 22:50 Bypassing Hormuz Long-Term 26:07 Commodity Spillover (Sulfur, Metals) 27:04 Political Fallout & GOP Impact 31:56 Election Outlook & Impeachment Risk 35:19 Final Thoughts & Premium Teaser   DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.   #Doomberg #OilPrices #WTI #BrentCrude #StraitOfHormuz #IranWar #EnergyMarkets #OilSupply #Commodities #Macro #Investing #FuturesTrading #NaturalGas #LNG #Geopolitics #MarketAnalysis #SP500 #Bitcoin #Gold #Silver #SteveBarton #InItToWinIt

    36 min
  6. MAR 15

    Oil Surges, Gold & Silver Drop – Market Warning? ~ Monday Market Moves

    In this week's Monday Market Moves, I review the biggest developments across global markets and explain the key signals I'm watching as we head into the next trading week. 📩 Website 📩 Substack 👉 Technical Analysis Video Series Recorded on 3-13-2026. I begin with the S&P 500, which moved lower during the week and is starting to show signs of technical weakness as volatility rises and the U.S. dollar strengthens. With bond yields climbing and investors becoming more cautious, I discuss why the short-term outlook for equities may remain pressured and where the next potential support zones could emerge if selling continues. From there I move through the major commodity markets and highlight the technical setups forming across the sector. Gold has started to soften after a strong run while silver and mining stocks are showing more pronounced downside momentum. Copper remains under pressure as it drifts toward longer-term moving averages, uranium equities are approaching levels that could create new buying opportunities, and energy markets remain highly sensitive to geopolitical developments. I also touch on natural gas momentum, coal's reaction to broader energy trends, weakness developing in platinum and palladium, a tightening consolidation pattern forming in nickel, and the short-term technical picture for Bitcoin as it trades near important resistance levels.   Key Insights in this episode ✅ S&P 500 fell 1.6%, showing a potential topping pattern ✅ VIX rising as market uncertainty increases ✅ U.S. dollar up 1.7% as investors seek safety ✅ Gold down 1.9% after breaking a bear flag ✅ Silver down 3.5%, signaling further weakness ✅ Copper down 0.9%, trending toward the 200-day average ✅ Uranium mostly flat, equities drifting toward support ✅ Oil surged 8.6% on geopolitical tensions ✅ Natural gas down 1.7% but still in an uptrend ✅ Coal mostly flat, struggling at resistance ✅ Platinum & palladium down ~5%, bearish setups forming ✅ Nickel forming a bullish pennant ✅ Bitcoin slightly down, facing resistance near key levels   Tools for Success that I Love and find Helpful / Affiliates: Technical Analysis Series  Rule Symposium 2026 Rule Classroom (Free)  Rule Classroom Plus (2 Free Months)  TradingView (Free) Lobo's Weekly Recap (Free) Uranium Insider Newsletter   Chapters 00:00 S&P 500 & Dollar Outlook 03:17 Gold Market Breakdown 10:28 Silver Weakness 15:06 Copper Trend 16:49 Uranium Setup 20:39 Oil Surge & Geopolitics 28:16 Natural Gas Trend 29:05 Coal Prices 30:20 Platinum & Palladium 33:00 Nickel Outlook 38:14 Bitcoin Levels   DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.   #CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt

    40 min
  7. MAR 12

    Don Durrett: Gold's Final Battle vs the S&P 500 Is Starting Now

    Don Durrett of GoldStockData.com joins the discussion to break down the macro forces driving the precious metals market. 👉 GoldStockData 📩 Substack 👉 Technical Analysis Video Series  Recording Date 3-11-2026. Drawing on decades of research into gold and silver miners, Durrett explains why structural debt growth, global liquidity policy, and limits on Federal Reserve intervention could push investors toward precious metals during the next phase of the economic cycle. Durrett traces the macro story from post-World War II U.S. economic dominance through the abandonment of the gold standard and the rise of globalism, deficits, and expanding debt. He argues that modern financial policy has created a system increasingly dependent on liquidity, while massive refinancing needs from deficits and Treasury rollovers are pushing the bond market toward what he calls a "hot potato" phase. According to Durrett, the Federal Reserve now faces serious constraints: aggressive monetization risks high inflation, while higher rates increase pressure across the economy. The conversation explores recession risks, declining fiscal flexibility, and the possibility of a coming market shift where the S&P 500 struggles while capital rotates into gold and mining stocks. Durrett also shares technical outlooks, including a potential gold floor near $4,500 and silver support around $72 before a possible move toward $120. He also discusses structural silver inventory deficits, potential government intervention in ETFs, and risks and opportunities for companies like Vizsla operating in Mexico.   Key Insights in this episode ✅ Don Durrett explains why precious metals could rise in the coming years. ✅ Growing debt and deficits are putting pressure on the financial system. ✅ The Federal Reserve has limited options without causing inflation. ✅ A recession could push money from the S&P 500 into gold and miners. ✅ Durrett sees a possible gold floor around $4,500. ✅ Silver could retest support near $72 before moving higher. ✅ Ongoing silver shortages may create more volatility in the market.   Tools for Success that I Love and find Helpful / Affiliates: Technical Analysis Series  Rule Symposium 2026 Rule Classroom (Free)  Rule Classroom Plus (2 Free Months)  TradingView (Free) Lobo's Weekly Recap (Free) Uranium Insider Newsletter   Chapters 00:00 Introduction to Don Durrett 07:13 Liquidity: The Real Cause of Recessions 14:26 Why the Fed Can't Monetize All the Debt 16:40 When Markets Realize the Fed Has Limits 19:29 Gold Outlook & Rotation From the S&P 500 23:23 Silver Breakout and Key Price Levels 25:45 S&P 500 Corrections and Market Cycles 29:19 Why Gold Miners Could Outperform 31:43 Silver Price Floor Around $72 35:49 Vizsla Project Outlook and Risks 38:03 Where to Follow Don Durrett   DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.   ##gold #silver #preciousmetals #goldminers #silverminers #miningstocks #commodities #macroeconomics #inflation #debtcrisis #bondmarket #investing #stockmarket #sp500 #resourceinvesting #copper #uranium #bitcoin #energy #markets #SteveBarton #InItToWinIt

    40 min
  8. MAR 11

    Gold Still Leads Commodities in Risk-Reward, Says Adrian Day

    Adrian Day, founder of Adrian Day Asset Management, joins the discussion to share his outlook on global markets, commodities, and the macro forces shaping resource investing. 👉 Adrian Day 📩 Substack 👉 Technical Analysis Video Series Recording Date 3-10-2026. The conversation covers geopolitical tensions in the Middle East, how markets typically react to conflict, and why commodities such as gold and oil often move ahead of major geopolitical events through a "buy the rumor, sell the news" dynamic. Day also discusses the current positioning of energy markets, explaining why oil stocks had already rallied prior to recent conflict risks and how supply disruptions, shipping routes, and global liquidity needs can influence commodity prices. Adrian also explores the outlook for major commodities including gold, silver, copper, uranium, and agricultural markets. Day explains why he believes gold offers the strongest risk-reward profile due to central bank buying and limited retail participation, while copper remains attractive because of long-term supply shortages tied to electrification and infrastructure demand. Additional topics include mining costs driven by energy prices, the impact of commodity currencies such as the Canadian and Australian dollar, farmland and agriculture investments, and the broader outlook for commodity markets heading into 2026.   Key Insights in this episode ✅ Geopolitical events often push gold and oil prices higher before the actual conflict occurs. ✅ Gold's recent moves are driven more by the U.S. dollar and liquidity than by war itself. ✅ Oil stocks had already risen before tensions because companies were buying back shares and paying strong dividends. ✅ Diesel and energy prices are the biggest cost factors for mining companies. ✅ Gold remains attractive due to strong central bank demand and limited retail participation. ✅ Copper is bullish long term because global supply may not meet future demand. ✅ Uranium is still a long-term opportunity but may need pullbacks before new entries.   Tools for Success that I Love and find Helpful / Affiliates: Technical Analysis Series  Rule Symposium 2026 Rule Classroom (Free)  Rule Classroom Plus (2 Free Months)  TradingView (Free) Lobo's Weekly Recap (Free) Uranium Insider Newsletter   Chapters 00:40 Adrian Day is Back on the show! 01:23 Global Markets and Geopolitical Outlook 04:49 Gold Reaction: Buy the Rumor, Sell the News 07:41 Gold Liquidity and Oil Stock Moves 10:35 Oil Stock Strategy and Covered Calls 11:57 Oil ETF (XLE) and Market Positioning 15:23 Outlook for Agricultural Commodities 19:15 Energy Costs and Mining Profitability 23:13 Commodity Currencies and Mining Costs 23:59 B2Gold Company Outlook 26:39 Top Commodity Picks for 2026 30:07 Gold Price Floor Analysis 31:10 Silver Outlook and Demand Drivers 32:04 China Demand and Precious Metals Flows 33:09 Copper Price Floor Outlook 34:00 Uranium Long-Term Investment Case 34:23 Closing Remarks & Where to Follow Adrian Day   DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. ##Gold #Silver #Copper #Uranium #Oil #NaturalGas #Commodities #MiningStocks #ResourceInvesting #MacroEconomics #GoldMarket #CopperDemand #EnergyMarkets #Inflation #CentralBanks #PreciousMetals #CommodityInvesting #MiningSector #MarketOutlook #Investing #SteveBarton #InItToWinIt

    35 min

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