Nov. 1 at 9:59 AM
$BCX $XME $PICK $SILJ $XOP
I went to the my commodities screen this morning and basically every commodity is up, excluding cocoa and lean hogs.
Platinum and palladium are further down the page as well as aluminum, but everything is up.
While I’m a commodities bull on basically everything, I’m still more focused on PGM’s, silver, uranium, silicon metals and natural gas.
The last few weeks I’ve become more focused on aluminum as well. AA and CENX
Huge upside coming for aluminum producers.
I still remain confident that we are in the best opportunity for commodities in history.
The fundamentals are in place and the technicals are looking great as well.
Now, let’s start to see those earnings.
