Commodity Cowboy

Bucking trends. Riding cycles. Hard assets, harder lessons.

[Commodity Cowboy @CommodityCowboi]

2025–2035 has all the makings of another supercycle:
• underinvestment in energy & mining
• aging infrastructure
• supply nationalism
• inflation that isn’t going away

The setup’s the same, but this time, it’s global.

#commodities #supercycle #energy #macro

[Commodity Cowboy @CommodityCowboi]

@Albrochier @HomericFuturist They’re fighting for their own counties at the moment.

[Commodity Cowboy @CommodityCowboi]

@fthegurus Imagine if they were silver dollars.

[Commodity Cowboy @CommodityCowboi]

@2020Upstream At least your not in Uranium stocks. 😬

[Commodity Cowboy @CommodityCowboi]

@TKRanch Same here.

[Commodity Cowboy @CommodityCowboi]

@FirstSquawk They’re at least 6 months to early IMO

[Commodity Cowboy @CommodityCowboi]

@ThHappyHawaiian At least you’re interesting.

[Commodity Cowboy @CommodityCowboi]

@JonBinderr I was buying too. 👍

[Jamie Smyth @JamieSmythF]

Big Tech has replaced Big Oil as Public Enemy No 1 due to data center backlash, says top US shale boss, adding that young people are flocking back to the energy industry https://t.co/bzpMpi5jdS via @ft

[Peter Schiff @PeterSchiff]

The nickel and copper in modern nickels are now worth 7.76 cents, 55% more than the cost of buying nickels from the bank at face value. The U.S. government stopped making pennies last year. Soon it may stop making nickels too. Buy yours while you can. Much better than Treasuries.

[Commodity Cowboy @CommodityCowboi]

$EU hasn't confirmed a technical breakout yet.But something may be changing underneath the price.After months of basing below major resistance, options-convexity persistence is strengthening while conventional momentum remains dormant.Price hasn't confirmed it.Looks juicy.

[Commodity Cowboy @CommodityCowboi]

@duediligenceguy I paid $8/gal for my F350 in Southern California. The struggle is real.

[Commodity Cowboy @CommodityCowboi]

@GDXTrader Locked and loaded.

[Commodity Cowboy @CommodityCowboi]

@fthegurus Silver and Uranium for me. Money and Power.

[Commodity Cowboy @CommodityCowboi]

What it’s all about. #Legacy

[Commodity Cowboy @CommodityCowboi]

@NoLimitGains I have a cousin like this. Dude went through a prestigious law school. Couldn’t handle the pressure. Got into drugs. Now sponges off my aunt and uncle and lives in their 2bd house in a retirement community. He’s 45���

[Commodity Cowboy @CommodityCowboi]

@fthegurus It’s amazing how many would rather stick their head in the sand and pretend not to understand. At least that’s be my experience.

[Commodity Cowboy @CommodityCowboi]

@Stockspy1 I missed that call unfortunately. By the time I looked again it was already on the move.

[Otavio (Tavi) Costa @TaviCosta]

Commodities are making another move.

If you’re wondering why they keep coming back:

You can't undo decades of chronic underinvestment and neglect in just two years of solid performance.

This still feels like the opening act of a major commodities supercycle.

https://t.co/DTDt85KrXj

[Commodity Cowboy @CommodityCowboi]

@TBirdV The sentiment was in the toilet on Friday. I took my first $EU position a little earlier than I would have liked that morning. But I love buying hate.

[Commodity Cowboy @CommodityCowboi]

Uranium doesn’t trade like oil.
You can’t turn a reactor off because the spot price got ugly.
Utilities need pounds years in advance. Mines need years to respond.
That’s what makes uranium interesting:
price is volatile. Supply is not.

#uranium