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. 4 HR AGO

    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
  2. You Might Also Like: The Oprah Podcast

    4 HR AGO · BONUS

    You Might Also Like: The Oprah Podcast

    Introducing Tayari Jones: “Kin” | Oprah’s Book Club from The Oprah Podcast. Follow the show: The Oprah Podcast We are celebrating the 30th anniversary of Oprah’s Book Club and Oprah’s first pick of 2026 which is her 121st Book Club selection. The novel KIN by international bestselling author Tayari Jones explores the life-long friendship of two motherless daughters in the segregated South. The story explores how their decisions lead them to live vastly different lives causing them to grow apart. From page one to the stunning conclusion Tayari’s emotionally rich and witty novel inspires a soul-searching, introspective conversation about chosen family. Oprah and Tayari Jones talk with an audience of readers in New York City. BUY THE BOOK! https://www.penguinrandomhouse.com/books/635411/kin-by-tayari-jones/ 00:00:00 - Celebrating 30 years of Oprah Book Club 00:03:20 - Oprah introduces ‘Kin’ by Tayari Jones 00:04:13 - Welcome Tayari Jones 00:06:42 - Thando on ‘Kin’ 00:08:30 - Letters as storytelling 00:10:30 - The professor that inspired Tayari 00:12:35 - Tayari on the 8 years between books 00:17:38 - The plot of ‘Kin’ 00:20:40 - Being a girl without a mom 00:22:00 - Belonging and sacrifice 00:23:57 - Tayari’s understanding of her mother 00:28:30 - What can save friendship? 00:30:15 - Honor your friendships 00:37:20 - The feeling of completing a novel 00:42:20 - Tayari on ‘Kin’ 00:43:48 - How Tayari sees the world SUPPORT THE SHOW https://www.tayarijones.com/books/an-american-marriage/ Learn more about your ad choices. Visit megaphone.fm/adchoices DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to team@podroll.fm.

  3. 2 DAYS AGO

    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
  4. 5 DAYS AGO

    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
  5. 15 FEB

    Gold Breakdown? Silver Weakness & Oil Surge ~ Monday Market Moves

    In this week's Monday Market Moves, I break down how markets wrapped up the week and how I am positioning based on the technical signals developing across major asset classes. 📩 2026 Rule Symposium 📩 Substack 👉 Technical Analysis Video Series I begin with the macro picture by analyzing the S&P 500, the U.S. dollar, and Treasury yields to frame the broader environment. With equities showing persistent RSI divergence and sideways-to-weak price action, while capital rotates into bonds and the dollar struggles within a long-term declining channel, the setup continues to suggest caution in equities and growing relative opportunity in select commodities. I then shift into commodities and crypto, covering gold as it tests key Fibonacci support, silver trending within a defined down channel, and copper signaling potential economic softness. I review uranium's developing technical structure, oil holding above its 200-day moving average, and natural gas working through sharp volatility. I close with coal in seasonal consolidation, platinum and palladium near important support levels, nickel responding to tightening supply dynamics, and Bitcoin forming a short-term bullish structure with major resistance overhead.   Key Insights in this episode ✅ S&P 500 trades sideways with clear RSI divergence signaling downside risk  ✅ U.S. dollar bounces short term but remains in a long-term declining channel  ✅ Bond yields fall as capital rotates defensively out of equities  ✅ Gold tests major Fibonacci support near the 4,400–4,600 zone  ✅ Silver trends lower within a defined parallel channel  ✅ Copper chops sideways with a developing topping structure  ✅ Uranium forms a potential inverse head and shoulders setup  ✅ Oil holds above the 200-day moving average in a bullish structure  ✅ Natural gas forms a short-term double bottom after extreme volatility  ✅ Coal consolidates during shoulder season with bull flag potential  ✅ Platinum and palladium test critical support levels  ✅ Nickel gains momentum as Indonesian supply tightens  ✅ Bitcoin forms a short-term bull flag targeting 75K–80K resistance    📩 2026 Rule Symposium 📩 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) Uranium Insider Justin Huhn Newsletter   Chapters 00:00 Weekly Market Overview & Positioning  00:14 S&P 500 Range and RSI Divergence  02:00 U.S. Dollar Bounce and Treasury Yields  03:54 Gold Fibonacci Levels and Key Support  09:20 Silver Downtrend and Futures Arbitrage  16:17 Copper Topping Pattern and Weakness  17:03 Uranium Setup and Inverse H&S  21:54 Crude Oil Above 200-Day Average  23:32 Natural Gas Volatility and Double Bottom  24:36 Coal Shoulder Season and Bull Flag  25:51 Platinum Breakdown and Reentry Levels  27:00 Palladium Testing Major Support  27:54 Nickel Supply Shift and Breakout  29:56 Bitcoin Bull Flag and 75K Target  31:14 Final Thoughts and Premium Update      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
  6. 11 FEB

    Rick Rule: Why Uranium, Oil & Silver Stocks Are Set to Win Big

    Rick Rule is a globally respected commodities investor, natural resource financier, and long-time advocate of disciplined contrarian investing . 📩 2026 Rule Symposium 📩 Substack In this episode of In It To Win It he returns to break down what is really driving today's commodity markets. Rick opens the discussion by addressing the emotional whiplash investors experience during periods of extreme volatility, particularly in precious metals, and explains why price action tends to validate narratives only after the easy money has already been made. Drawing directly from current market conditions, Rule explains why silver, gold, oil equities, platinum group metals, and uranium must be viewed through a long-term, math-driven lens rather than short-term sentiment. He outlines why underinvestment in oil and gas is setting up future supply deficits, why uranium's term market signals tightening fundamentals, and why platinum's pullback has improved its risk-reward profile. The conversation also highlights Chile, Brazil, and Argentina as the most attractive Latin American jurisdictions for resource investment and reinforces Rule's core message: investors who abandon contrarian discipline in cyclical markets inevitably become victims of volatility rather than beneficiaries of it.   Key Insights in this episode: ✅ Precious metals volatility creates opportunity for disciplined investors  ✅ Silver is more attractive after pullbacks than at market highs  ✅ Emotion is the enemy; math and valuation matter most  ✅ Miners can outperform bullion in strong price environments  ✅ Oil equities are benefiting from long-term underinvestment  ✅ Uranium offers a compelling risk-reward setup  ✅ Platinum looks stronger after speculative excess clears  ✅ Contrarian thinking is essential in commodity cycles   📩 2026 Rule Symposium 📩 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) Uranium Insider Justin Huhn Newsletter   Chapters: 00:00 Rick Rule Returns  00:38 Market Volatility & Investor Psychology  06:44 Silver, Gold & Miner Re-Rating  09:56 Best Latin American Countries  12:37 Chile, Brazil & Argentina Breakdown  13:22 Oil Prices & Energy Stocks  16:33 Platinum & Palladium Outlook  17:20 PGM Miners Re-Rating Potential  18:49 Mechanized Mining & Platreef  22:24 Top Bullish Commodities  25:19 Uranium Spot vs Term Market  27:29 Rule Symposium Preview  35:07 Rule Classroom & Closing Remarks      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 #Commodities #Gold #Silver #Uranium #OilStocks #Platinum #MiningStocks #Energy #ContrarianInvesting #NaturalResources #PreciousMetals #SilverSqueeze #GoldInvesting #UraniumMarket #OilAndGas #EnergyEquities #MiningInvesting #MinerStocks #ResourceStocks #HardAssets #InflationHedge #DollarDebasement #CommoditySupercycle #GlobalMacro #ValueInvesting #LongTermInvesting #MarketVolatility #InvestorPsychology #RuleSymposium #SteveBarton #InItToWinIt

    36 min
  7. 8 FEB

    The Trades I'm Preparing Before Markets Turn ~ Monday Market Moves

    In this week's Monday Market Moves, I walk through how markets finished the week and how I am positioning for what comes next. 📩 Website 📩 Substack 👉 Technical Analysis Video Series 📩  Rick Rule Golden Triangle Bootcamp 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) Uranium Insider Justin Huhn Newsletter I begin with the macro backdrop by focusing on the S&P 500 and the U.S. dollar to frame the environment. With equities showing signs of topping after an extended run and the dollar pressing toward long term support, the overall setup continues to favor commodities over equities if these trends continue. I then move into commodities where precious metals and energy dominated the action. Gold posted a strong weekly gain but is now entering a phase where consolidation is likely before the next major move, while silver experienced sharp volatility as key support and resistance levels were tested. I cover copper rolling over from elevated momentum, uranium pulling back toward critical moving averages after an overheated run, and energy markets where crude oil is breaking into a more bullish regime while natural gas remains volatile. I wrap up with coal, platinum, palladium, and nickel showing constructive technical developments and finish with Bitcoin where a completed bear flag and head and shoulders pattern shifts the focus toward clearly defined downside risk.   Key Insights in this episode: ✅ S&P 500 shows a developing topping pattern ✅ U.S. dollar weakens within a long term channel ✅ Macro backdrop favors commodities over equities ✅ Gold surges then shifts to sideways or lower action ✅ Silver experiences sharp volatility and heavy resistance ✅ Copper rolls over from elevated momentum levels ✅ Uranium pulls back sharply after an overheated run ✅ Oil breaks into a new bullish regime above key averages ✅ Natural gas remains volatile while coal holds steady ✅ Platinum breaks down with palladium eyeing lower support ✅ Nickel forms a constructive bullish structure ✅ Bitcoin confirms a bear flag with downside risk increasing   📩 Website 📩 Substack 👉 Technical Analysis Video Series 📩  Rick Rule Golden Triangle Bootcamp 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) Uranium Insider Justin Huhn Newsletter   Chapters 00:00 S&P 500 outlook  01:52 Gold momentum check  05:35 Silver volatility  14:23 Copper turning lower  15:22 Uranium pullback  17:01 Oil bullish shift  18:39 Platinum breakdown  20:26 Nickel base forming  21:12 Bitcoin downside risk  24:03 Wrap up and next steps     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

    25 min
  8. 1 FEB

    Gold Crashes, Silver Melts (This Is My Commodity Playbook Now) ~ Monday Market Moves

    In this week's Monday Market Moves, I walk through how markets wrapped up the week and how I'm positioning for what comes next.   📩 Website 📩 Substack 👉 Technical Analysis Video Series 📩  Rick Rule Golden Triangle Bootcamp 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) Uranium Insider Justin Huhn Newsletter   I begin with the macro picture, looking at the S&P 500, the U.S. dollar, and Treasury yields to set the tone. With equities rolling over near long-term resistance, the dollar breaking down decisively, and yields drifting back toward key moving averages, the broader backdrop continues to tilt in favor of commodities rather than stocks if these trends persist. I then shift into the commodity space, where precious metals delivered dramatic moves. Gold surged toward major psychological levels while silver exploded higher, with spot prices trading above futures and signaling tightness beneath the surface. I cover copper's rejection at highs and the growing risk of a pullback, uranium's ongoing strength driven by firm spot and term pricing, and the energy sector, where crude oil is digesting gains after reclaiming critical levels while natural gas appears to be transitioning into a higher-volatility pricing environment. I close out with coal, platinum, palladium, and nickel, all showing constructive technical developments, and finish with Bitcoin, where a failed bullish attempt has shifted the focus toward a developing bear structure and clearly defined downside risk.   Key Insights in this episode: ✅ S&P 500 stalls near long-term resistance ✅ U.S. dollar breaks down, signaling weakness ✅ Treasury yields show early signs of turning lower ✅ Gold pulls back sharply after an extended run ✅ Silver sees extreme volatility in a major selloff ✅ Copper flashes a topping signal at highs ✅ Uranium stays strong but favors trimming ✅ Oil breaks above the 200-day, boosting energy ✅ Natural gas remains volatile; coal holds firm ✅ Platinum and palladium break down ✅ Nickel shows a potential bullish setup ✅ Bitcoin loses support, risk tilts lower 📩 Website 📩 Substack 👉 Technical Analysis Video Series 📩  Rick Rule Golden Triangle Bootcamp 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) Uranium Insider Justin Huhn Newsletter   Chapters 00:00 S&P 500 Hits Resistance 02:28 Gold Sharp Pullback 09:03 Silver Historic Selloff 21:43 Copper Topping Signal 23:30 Uranium Breaks Higher 25:17 Oil Breaks Above 200-Day 26:39 Natural Gas Volatility 28:04 Coal Holds Firm 29:28 Platinum Breakdown 32:32 Commodity Index Warning 34:59 Bitcoin Breakdown     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

    36 min

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