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. HACE 1 DÍA

    Oil's 35% Explosion: 6 Markets to Watch Next ~ Monday Market Moves

    In this week's Monday Market Moves, I walk through what happened across the markets and what I'm watching for next week as volatility rises. 📩 Website 📩 Substack 👉 Technical Analysis Video Series Recorded on 3-6-2026. I start with the S&P 500, which fell about 2% and is now showing a topping pattern after breaking a key trend line. With the VIX up sharply and the dollar strengthening as capital moves toward perceived safety, I explain why I'm leaning bearish on equities in the short term and where the next major support levels could appear if selling accelerates. From there I break down the key commodity markets. Gold slipped slightly but continues to trade within a well-defined channel, while silver and the miners were hit harder and are forming bearish flag patterns. Copper remains weak until it can clear a previous topping tail, uranium equities are breaking down toward the 200-day moving average buy zones, and oil surged more than 35% on geopolitical tensions and the closure of the Strait of Hormuz. I also cover natural gas strength, coal's reaction to energy markets, bearish setups in platinum and palladium, bullish consolidation forming in nickel, and a short-term technical outlook for Bitcoin as it approaches resistance near the 50-day moving average. Key Insights in this episode ✅ S&P 500 fell about 2% and broke a key trend line, signaling a possible topping pattern ✅ Volatility surged with the VIX up roughly 48% as market fear increased ✅ U.S. dollar strengthened as investors moved into the reserve currency for safety ✅ Gold slipped slightly but continues to trade within a well-defined channel ✅ Silver dropped sharply and is forming a bearish flag pattern ✅ Copper weakened and remains bearish until it clears a previous topping candle ✅ Uranium equities broke down toward key 200-day moving average buy zones ✅ Oil surged more than 35% during the week on geopolitical tensions ✅ Natural gas continued climbing after bouncing from support ✅ Platinum and palladium forming bearish flag patterns similar to silver ✅ Nickel showing bullish consolidation ahead of a potential next move higher ✅ Bitcoin rose on the week and is approaching resistance near the 50-day moving average   📩 Substack 👉 Technical Analysis Video Series 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 Weekly Market Overview 00:14 S&P 500 Breakdown & Key Support 02:00 Dollar Strength & Rising Yields 03:33 Gold Channel & Short-Term Outlook 08:09 Silver Selloff & Bear Flag 13:25 Copper Weakness & Resistance 14:40 Uranium Price Structure 17:26 Historic Oil Spike 21:32 Natural Gas Momentum 23:27 Platinum & Palladium Bear Flags 25:02 Commodities Index Breakout 26:18 Nickel Bullish Setup 30:20 Bitcoin Resistance 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

    32 min
  2. HACE 3 DÍAS

    Why Magna Mining's Copper & Nickel Assets Are Exploding

    Magna Mining CEO Jason Jessup joins the discussion to explain how the company is advancing and consolidating high-grade copper and nickel assets in Ontario's prolific Sudbury Basin. 👉 Learn More About Magna Mining 📩 Substack 👉 Technical Analysis Video Series Recording Date 3-5-2026. With a growing production base and a portfolio of past-producing mines, Magna is building a scalable strategy focused on low-capital restarts and strategic acquisitions. Jessup outlines Magna Mining's current position with roughly a C$700M market cap, about C$63M in cash, and a $24M convertible note financing. The company's producing McCreedy West mine is currently delivering around 1,000 tonnes per day, selling ore to Vale's Clarabelle mill to avoid the capital cost of building its own processing facility. The next major project expected to restart is the Levack mine, with a PEA expected in Q3. Additional growth projects include Crean Hill, where a pre-feasibility study and infrastructure work are underway, and Podolsky, which hosts high-grade copper zones near surface. Shakespeare remains in the pipeline but is deferred while the company prioritizes lower-capex opportunities.   Key Insights in this episode ✅ Magna Mining is advancing high-grade copper and nickel assets in Ontario's Sudbury Basin. ✅ The company has about C$700M market cap and ~C$63M cash, with only a $24M convertible note. ✅ McCreedy West is producing about 1,000 tonnes per day, mostly copper. ✅ Magna sells ore to Vale's Clarabelle mill, keeping capital costs low. ✅ The Levack mine restart is the next major milestone, with a PEA expected in Q3. ✅ Crean Hill is advancing toward a pre-feasibility study with infrastructure work underway. ✅ Podolsky offers potential high-grade copper near surface. ✅ Magna is pursuing more acquisitions in the Sudbury Basin to grow production.   📩 Substack 👉 Technical Analysis Video Series 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 Magna Mining Overview 00:31 Jason Jessup & Sudbury Basin Strategy 01:23 Magna's Market Cap, Cash, Debt 02:14 FNX Mining Background & Team Track Record 07:46 McCreedy West Producing Mine 10:42 Ownership & Insider Shareholdings 12:47 Project Pipeline Overview 15:37 Levack Mine Restart & Nickel Exposure 19:15 Crean Hill Project Development 22:06 Podolsky High-Grade Copper Potential 24:43 Shakespeare Project Status 25:39 Key Questions & Future Growth 27:27 How to Contact Magna Mining   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. #MagnaMining #JasonJessup #SudburyBasin #Copper #Nickel #MiningStocks #MiningInvesting #ResourceInvesting #CopperMining #NickelMining #Commodities #CommodityMarkets #MiningCEO #MiningIndustry #EnergyTransitionMetals #CopperStocks #NickelStocks #MiningProjects #NaturalResources #StockMarket #SteveBarton #InItToWinIt

    29 min
  3. HACE 5 DÍAS

    BHP Is Spending $35M Exploring Mundoro's Copper Targets

    Teo Dechev, CEO of Mundoro Capital, outlines the company's copper-focused prospect generator model and how it partners with major mining companies to fund exploration while minimizing shareholder dilution. 👉 Mundoro Capital 📩 Substack 👉 Technical Analysis Video Series Recording Date 3-4-2026. Mundoro acquires prospective copper porphyry land packages, develops early geological targets, and then brings in large partners to finance expensive drilling programs. With roughly C$50M market capitalization, about C$4.2M in cash, and no debt, the company focuses on generating value through option payments, milestone payments, and potential long-term royalties while partners can earn up to 100% ownership of projects. Institutional investors hold just over 50% of the company, management and insiders hold under 10%, and Dechev personally owns roughly 3–4%, aligning leadership closely with shareholders. The discussion highlights Mundoro's expanding exploration portfolio, particularly in Serbia where partner BHP has committed up to $35M in exploration spending across a land package now covering roughly 950 km². Ongoing drilling programs in 2026 are targeting multiple copper porphyry systems, while Tristan assay results are expected in the upcoming year-end MD&A. Additional catalysts include potential joint ventures for Arizona projects such as Dos Bebos, CIO, and Copperolis, along with a pending Bulgarian court decision related to the Iskar project. Dechev also emphasizes the company's disciplined capital strategy, noting that the generator model has resulted in only about 2% dilution over the past decade while allowing partners to fund exploration that could ultimately generate significant royalty value if major discoveries are made.   Key Insights in this episode ✅ Mundoro finds copper exploration targets and partners with major mining companies to fund drilling. ✅ Partner-funded exploration has kept shareholder dilution to about ~2% over 10 years. ✅ The company has roughly C$50M market cap, C$4.2M in cash, and no debt. ✅ BHP can spend up to $35M exploring Mundoro's projects in Serbia. ✅ The Serbia exploration area now covers about ~950 km² with multiple drill targets. ✅ A major discovery could generate significant long-term royalty value. ✅ Arizona projects including Dos Bebos, CIO, and Copperolis are being prepared for joint ventures. ✅ Upcoming catalysts include 2026 drilling, Tristan assay results, Arizona partnerships, and a Bulgaria court decision.   📩 Substack 👉 Technical Analysis Video Series 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 Mundoro Capital 01:26 Market Cap, Cash & Debt 02:22 Prospect Generator Business Model 05:01 Building Relationships with Major Mining Companies 07:32 Team Experience and Structure 09:27 Maintaining Low Share Dilution 12:01 Ownership Structure and Insider Holdings 14:38 Top Risks: Commodities, People, Geopolitics 17:34 Global Copper Supply and Market Dynamics 19:04 Targeting Large Copper Porphyry Deposits 21:05 Serbia Projects and BHP Exploration 25:22 BHP $35M Option Agreement Explained 31:58 Arizona Copper Projects Update 33:36 Mining Environment in Arizona 35:18 Key Exploration Questions and Discovery Process 37:46 Long-Term Vision for Mundoro 41:00 Catalysts Over the Next 18 Months 42:04 Learn More About Mundoro Capital     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.   #TeoDechev #MundoroCapital #CopperMining #MiningStocks #JuniorMining #CopperPorphyry #MiningExploration #ResourceInvesting #CommodityMarkets #CopperStocks #NaturalResources #MiningIndustry #Drilling #BHP #CriticalMetals #EnergyTransition #StockMarket #MiningInvesting #RoyaltyModel #BaseMetals #SteveBarton #InItToWinIt

    45 min
  4. 1 MAR

    Silver SHOCKER: 13% Surge… $100 Incoming?! ~ Monday Market Moves

    In this week's Monday Market Moves, I break down a critical shift across equities, currencies, bonds, and commodities as technical levels tighten. 📩 Website:  https://www.stevebartonmoney.com/newsletter 📩 Substack: https://stevebarton.substack.com/ 👉 Technical Analysis Video Series: https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners Recorded on 2-27-2026. With the S&P 500 flashing early bear signals and capital rotating into hard assets, I outline how I'm positioning across precious metals, energy, base metals, and crypto. I cover the S&P 500's developing bearish crossover and resistance near 7,000, dollar weakness within a long-term breakdown, and falling Treasury yields as capital rotates into bonds. Gold closes above the key 5,200 level while silver surges 13% and outperforms. Copper drifts sideways-to-lower, uranium breaks down toward key buy zones, oil holds above its 200-day moving average, and natural gas tests 2.80 support. Coal enters seasonal weakness, platinum and palladium press resistance within bearish structures, nickel forms a bullish consolidation, and Bitcoin trends toward 61K support. Key Insights in this episode ✅ S&P 500 shows a bearish crossover with downside risk toward the 200-day ✅ U.S. dollar tests resistance while longer-term breakdown continues ✅ 10-year yields fall to 3.95% as money rotates into bonds ✅ Gold closes above 5,200; silver surges 13% and outperforms ✅ Copper drifts sideways-to-lower toward major support ✅ Uranium breaks down into key accumulation zones ✅ Oil holds above the 200-day moving average ✅ Natural gas tests 2.80 support after five down weeks ✅ Coal weakens seasonally; platinum and palladium face resistance ✅ Nickel forms a bullish setup ✅ Bitcoin breaks its bull flag and eyes 61K support   📩 Substack 👉 Technical Analysis Video Series 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 0:00 S&P 500 & Dollar Outlook 02:00 Treasury Yields Breakdown 02:42 Gold Above 5,200 09:09 Silver Breakout Surge 13:40 Copper Sideways Bias 16:12 Uranium Pullback Setup 19:09 Crude Oil Turns Bullish 20:39 Natural Gas at 2.80 Support 22:00 Coal Seasonal Weakness 23:09 Platinum & Palladium Resistance 24:50 Bloomberg Commodity Index 27:45 Nickel Bullish Setup 29:59 Bitcoin Near 61K Support 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

    34 min
  5. 26 FEB

    From "Steady Eddie" to 10-Baggers: Tom's Best Ideas in One Episode

    Tom Hartel is, a seasoned individual investor with decades of experience navigating bull and bear markets and a proven track record of identifying asymmetric, underfollowed opportunities before they make explosive moves. 📩 Rule Symposium 2026 📩 Substack 👉 Technical Analysis Video Series Recording Date 2-25-2026. He highlights dividend-paying plays like Woodside Energy, GCC commodity exposure, and PIMCO's MINT ETF for stability, then pivots to what he sees as a structurally undervalued energy sector. Hartel names top picks across producers and drillers, emphasizing balance sheets, free cash flow, share buybacks, and rising dividends. He argues that with oil near $70, many companies can aggressively repurchase shares while rewarding shareholders, positioning energy as a long-term core holding despite volatility. The discussion then shifts to asymmetric opportunities, including Alphamin (AFM), a major tin producer operating the high-grade Bisie mine in the Congo, supplying roughly 6.5% of global tin. With shares up 13% year-to-date, an 8% dividend, a P/E of 11, no debt, and tin prices up 25% YTD, Hartel sees strong fundamentals supported by improving grades and Abu Dhabi Mining Company's 56% stake acquisition in June 2025. He also outlines a bold options strategy on Take-Two ahead of the Grand Theft Auto 6 release, framing it as a potential multi-bagger driven by loyal customers and massive projected sales.   Key Insights in this episode ✅ Capital Preservation First: Woodside Energy, GCC, and MINT positioned as stable income anchors ✅ Energy Conviction: Undervalued producers generating strong free cash flow at $70 oil ✅ Shareholder Returns: Dividends plus aggressive buybacks driving total return potential ✅ Driller Advantage: Phoenix and peers benefit from long-term producer relationships ✅ Turnaround Setup: KMD Brands priced for distress despite billion-dollar revenue base ✅ Tin Opportunity: Alphamin's Bisie mine supplies ~6.5% of global production ✅ Strong Fundamentals: 8% dividend, 13% YTD gain, P/E of 11, debt-free balance sheet ✅ Asymmetric Speculation: GTA 6 thesis offering leveraged upside potential   📩 Substack 👉 Technical Analysis Video Series 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 Tom Hartel Returns to the show! 00:37 Track Record & Big Wins 02:38 Safe Picks & Viewer Shoutouts 06:35 Energy Sector Overview 11:29 Top Drilling Stocks 16:43 Top 3 Energy Picks 18:04 KMD Turnaround Play 22:23 Alphamin Tin Thesis 24:43 GTA 6 Stock Play 28:44 Take-Two Valuation Breakdown 32:53 Options Strategy Explained 33:51 Market & Mining Outlook 37:09 Premium Teaser & Close     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. #TomHartel #Alphamin #TinStocks #EnergyStocks #OilInvesting #DividendStocks #MiningStocks #CommodityInvesting #ValueInvesting #StockMarket #GTA6 #TakeTwoInteractive #DrillingStocks #Copper #Gold #Silver #SP500 #Bitcoin #NaturalGas #Uranium #SteveBarton #InItToWinIt

    38 min
  6. 24 FEB

    Rick Rule Reveals the 250 Billion Dollar Copper Gap

    Rick Rule returns to break down today's equity, gold, resource, and speculative markets as they remain strong despite geopolitical tensions, fiscal imbalances, and war in Ukraine. He explains why risk assets continue climbing in a risk-off backdrop and why technological advancement, particularly AI, is broadly beneficial to economic productivity when applied to constrained, high-quality datasets. 👉 2026 Rule Symposium 📩Free Substack Newsletter 📩Q&A in the Classroom Feb 26th 12:30pm Pacific Time 👉 Technical Analysis Video Series Recording Date 2-23-2026. In this episode of In It To Win It, Rule explains how AI can screen global companies for "net-net" opportunities, turning massive datasets into focused shortlists while leaving qualitative judgment to investors. He also assesses Iran tensions and the Strait of Hormuz, noting that even threats to a route moving ~60% of global oil exports could spark short-term spikes. With a 3–4 million barrel/day surplus, he views oil as overpriced and is selectively buying energy stocks, preferring Exxon near $100 than $160. The centerpiece is his "Opportunity" thesis on copper: current deficits, ~2% annual demand growth, $250B needed to sustain output, rising state take, and 28-year permitting delays like Resolution signal a structural shortage. He breaks down Wheaton's $4.3B silver stream with BHP and the leverage streaming models unlock. The episode ends with 2026 Rule Symposium details and premium insights on nickel after Indonesia's planned 2026 cuts.   Key Insights in this episode ✅ Markets strong despite geopolitical and fiscal risks ✅ AI works best with clean data and tight constraints ✅ AI filters data fast but can't replace judgment ✅ Hormuz threats could cause short-term oil spikes ✅ 3–4M bpd surplus suggests oil may be too high ✅ Copper demand growing ~2% annually long term ✅ $250B needed to sustain copper supply; long delays worsen shortages ✅ Wheaton–BHP deal shows streaming can fund copper growth   📩 Uranium Insider Justin Huhn Newsletter 📩 Substack 👉 Technical Analysis Video Series Tools for Success that I Love and find Helpful / Affiliates: Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free)  Lobo's Weekly Recap (Free)   Chapters 00:00 Risk-Off Strength & AI Optimism 04:39 AI Data Constraints & Smart Screening 07:32 Iran Tensions & Oil Risk 11:11 Hormuz Threat & Oil Spike Scenario 13:12 Iran Output & Oil Surplus 14:49 Structural Copper Deficit 23:42 Wheaton–BHP $4.3B Silver Deal 26:43 Streaming Arbitrage Strategy 27:45 2026 Rule Symposium Preview 31:36 Live Event vs Livestream 32:37 Classroom Invite & Closing   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.   #RickRule #SteveBarton #InItToWinIt #BHP #WheatonPreciousMetals #ExxonMobil #FrancoNevada #RoyalGold #OsiskoGoldRoyalties #TripleFlag #copper #gold #silver #oil #naturalgas #nickel #uranium #S&P500 #AI #RuleSymposium #SteveBarton #InItToWinIt

    34 min
  7. 22 FEB

    Silver Explodes 11%, Oil Surges, Platinum Jumps! ~ Monday Market Moves

    In this week's Monday Market Moves, I break down how markets finished the week and how I'm positioning as key technical levels tighten across equities, currencies, commodities, energy, and crypto. 📩 Uranium Insider Justin Huhn Newsletter 📩 Substack 👉 Technical Analysis Video Series I begin with the macro setup, reviewing the S&P 500's sideways-to-topping structure near major resistance, the U.S. dollar pressing into overhead resistance within a broader downtrend, and Treasury yields holding a multi-year trendline. With equities struggling to generate momentum and capital rotating selectively, the broader environment continues to favor tactical positioning over passive exposure. I then move into commodities and digital assets, analyzing gold as it challenges heavy resistance, silver stabilizing after extreme volatility, and copper drifting toward long-term support. I review uranium's consolidation and accumulation strategy, crude oil holding above its 200-day moving average, and natural gas testing lower support after multiple weeks of weakness. I close with coal entering seasonal retracement territory, platinum and palladium forming bearish consolidation patterns, nickel showing early cyclical strength, and Bitcoin building a maturing bull flag beneath significant resistance overhead.   Key Insights in this episode ✅ S&P 500 presses toward major resistance with a developing topping pattern ✅ U.S. dollar tests overhead resistance with downside bias building ✅ Treasury yields rebound off long-term trend support ✅ Gold approaches heavy resistance near the 5,200 level ✅ Silver attempts recovery after extreme volatility shock ✅ Copper trends lower toward long-term structural support ✅ Uranium consolidates as accumulation strategies develop ✅ Oil breaks above the 200-day moving average in bullish fashion ✅ Natural gas declines toward key support near 2.80 ✅ Coal enters seasonal pullback with staggered limit levels ✅ Platinum and palladium form bearish wedge-style patterns ✅ Nickel shows early signs of a cyclical bottom ✅ Bitcoin builds a maturing bull flag beneath major resistance   📩 Uranium Insider Justin Huhn Newsletter 📩 Substack 👉 Technical Analysis Video Series Tools for Success that I Love and find Helpful / Affiliates: Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free)  Lobo's Weekly Recap (Free)   Chapters 00:14 S&P 500 Technical Setup & Support Levels 02:00 U.S. Dollar Resistance & Yield Trendline 02:56 Gold Resistance at 5,200 & Macro Risks 08:38 Silver Volatility, Bear Flag & 92 Level 15:14 Copper Downtrend & Long-Term Buy Zone 16:44 Uranium Consolidation & Washout Strategy 20:52 Crude Oil Breakout Above 200-Day MA 22:29 Natural Gas Four-Week Decline & Support 23:17 Thermal & Met Coal Seasonal Setup 24:21 Platinum & Palladium Bearish Patterns 26:15 Bloomberg Commodity Index & Nickel 28:40 Bitcoin Mature Bull Flag & RSI Signal   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

    30 min
  8. 19 FEB

    Justin Huhn on Uranium's $103 Spike Shock

    Justin Huhn of Uranium Insider returns to break down the uranium market's evolving supply-demand imbalance and what it means for investors now. 📩 Uranium Insider Justin Huhn Newsletter 📩 Substack 👉 Technical Analysis Video Series Tools for Success that I Love and find Helpful / Affiliates: Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free)  Lobo's Weekly Recap (Free) In this episode of In It To Win It discusses that with 165–170 million pounds of mine supply versus more than 200 million pounds of reactor demand, the structural deficit remains intact as reactor life extensions continue to de-risk consumption for decades ahead. He explains why demand visibility over a 5–6 year horizon is far clearer than supply, and why secondary factors like inventory restocking, sovereign stockpiling, and financial buying, highlighted by Sprott's recent capital raise and purchases, are adding pressure beneath the surface. The discussion dives into major developments reshaping the sector, including Bannerman's Etango offtake agreement with CNNC, reported talks between NextGen and hyperscale data center operators over Arrow production, and what drove the recent spike to $103 followed by a pullback to the $83–$84 range. Huhn also addresses how many uranium companies are truly investable, NuScale's positioning amid regulatory shifts, tranche-based entry strategies for equities, and whether production growth from Mongolia and Uzbekistan threatens the broader thesis. If you value disciplined uranium market analysis, like, share, and subscribe for more in-depth coverage.   Key Insights in this episode ✅ Uranium demand is increasingly "de-risked" through reactor life extensions  ✅ 165–170M lbs supply vs 200M+ lbs demand signals deficit  ✅ Secondary demand from restocking and financial buying adds pressure  ✅ Sprott purchases and trader activity drove recent price volatility  ✅ $83–$84 appears to be a higher structural floor for spot uranium  ✅ Bannerman's CNNC offtake tightens future available supply  ✅ NextGen–hyperscaler talks could reshape long-term offtake markets  ✅ Fewer than 50 uranium companies have truly investable assets    📩 Uranium Insider Justin Huhn Newsletter 📩 Substack 👉 Technical Analysis Video Series Tools for Success that I Love and find Helpful / Affiliates: Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free)   Chapters 00:00 Uranium Market Update with Justin Huhn  00:45 Macro Supply and Demand Overview  01:21 Reactor Life Extensions and Demand Growth  04:18 Secondary Demand and Inventory Dynamics  09:56 Spot Price Volatility and Term Pricing  11:05 Sprott Buying and Trader Activity  16:06 How Many Uranium Companies Exist  17:09 NuScale SMR and NRC Approval Status  20:51 Are Uranium Stocks Good Entry Points  23:52 Mongolia and Uzbekistan Supply Impact  26:13 Premium Segment and Where to Follow     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.   #Uranium #UraniumStocks #NuclearEnergy #UraniumMarket #JustinHuhn #UraniumInsider #NextGenEnergy #Sprott #NuclearPower #CommodityInvesting #EnergyTransition #SMR #NuScale #MiningStocks #SpotPrice #UraniumInvesting #Commodities #ResourceStocks #EnergyMarkets #SupplyDeficit #SteveBarton #InItToWinIt

    28 min

Acerca de

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

También te podría interesar