13D Research & Strategy

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[13D Research & Strategy @WhatILearnedTW]

The S&P GSCI Industrial Metals Index (GYX) registered a monthly closing all-time high on Friday. Based on the historical message and correlations regarding investor asset preference from this index, the major breakout in this index is one of the most important market actions in May.

More New Regime sectors are hitting new highs. More back-tests or consolidations are setting up a resumption of the major uptrends. The long-term charts continue to strongly suggest the larger moves are still ahead.

13D clients see the WATMTU of May 31.

Learn more about our publications: https://t.co/YBTKSgoHIA

[13D Research & Strategy @WhatILearnedTW]

This week, we are in Zurich, Geneva, and London with our Chief Market Strategist, @asachdeva13D, CFA. Joining us in London will be Lachlan Nieboer, Director of Critical Minerals Research and Ibrahim Sami, Head of Europe and Middle East Research.

We look forward to engaging discussions on the surge of opportunities emerging across global markets.

Learn more about our analysts: https://t.co/nwlKHj2fG2

[13D Research & Strategy @WhatILearnedTW]

This week, we are in Zurich, Geneva, and London with our Chief Market Strategist, @asachdeva13D, CFA. Joining us in London will be Lachlan Nieboer, Director of Critical Minerals Research and Ibrahim Sami, Head of Europe and Middle East Research.

We look forward to engaging discussions on the surge of opportunities emerging across global markets.

Learn more about our analysts: https://t.co/nwlKHj2fG2

[13D Research & Strategy @WhatILearnedTW]

The S&P GSCI Industrial Metals Index (GYX) registered a monthly closing all-time high on Friday. Based on the historical message and correlations regarding investor asset preference from this index, the major breakout in this index is one of the most important market actions in May.

More New Regime sectors are hitting new highs. More back-tests or consolidations are setting up a resumption of the major uptrends. The long-term charts continue to strongly suggest the larger moves are still ahead.

13D clients see the WATMTU of May 31.

Learn more about our publications: https://t.co/YBTKSgoHIA

[13D Research & Strategy @WhatILearnedTW]

We have written at length on the “miracle metal” scandium. We have argued repeatedly it may be the most strategic of all critical minerals and is at the front-end of a massive investment cycle.

A recent White House Fact Sheet cited China’s willingness to address U.S. supply-chain concerns around scandium. China has not confirmed this. The scandium market remains one of the smallest—yet manifestly one of the most strategic—metals markets in the world. Scandium is set to deliver a revolution in a range of end-use technologies—but particularly across 6G defense capabilities.

We repeat once again that we know of no other venture that matches the investability of @SunriseMetals (SRL AU), currently building the world’s first primary scandium mine in New South Wales, Australia.

The scandium market will continue to be a major focus for 13D as strategic demand accelerates. Learn how to subscribe to our research: https://t.co/S0dU8uzE9u

[13D Research & Strategy @WhatILearnedTW]

Simplicity, patience, compassion.

[13D Research & Strategy @WhatILearnedTW]

The 13D Oil & Gas Index is up 42% year-to-date versus 8% for the S&P 500. Book a free demo of our research platform to learn more: https://t.co/HjlYKryvBi

[13D Research & Strategy @WhatILearnedTW]

The 13D Oil & Gas Index is up 42% year-to-date versus 8% for the S&P 500. Book a free demo of our research platform to learn more: https://t.co/HjlYKryvBi

[13D Research & Strategy @WhatILearnedTW]

US, German and Japan 10-year government bond yields surged to new highs last week. The more markets that confirm the trend, the greater the likelihood it will be long-lasting and significant.

https://t.co/nmKETTb1cN

[13D Research & Strategy @WhatILearnedTW]

US, German and Japan 10-year government bond yields surged to new highs last week. The more markets that confirm the trend, the greater the likelihood it will be long-lasting and significant.

https://t.co/nmKETTb1cN

[13D Research & Strategy @WhatILearnedTW]

13D clients should have received an invitation by email. If you are interested in joining this webinar and have not received an invitation, please contact us here: https://t.co/lX7i3DHmQJ

[13D Research & Strategy @WhatILearnedTW]

13D clients should have received an invitation by email. If you are interested in joining this webinar and have not received an invitation, please contact us here: https://t.co/lX7i3DHmQJ

[13D Research & Strategy @WhatILearnedTW]

Price action in the last few days is showing several bullish steps supporting resumption of the uptrend in Silver. YTD the 13D Silver Index has returned 16.98%. Learn more by booking a free demo of our research platform: https://t.co/xY4F8wNV8W

[13D Research & Strategy @WhatILearnedTW]

The upcoming Super El Niño may be stronger than the one that caused the Great Famine of 1876-78. While today’s global economy is far larger, richer, more diversified, and much less agrarian, our complex global food supply remains highly vulnerable to shocks.

The 13D Food Security Index is equally weighted among companies that play a pivotal role in feeding the world.

Request a call to learn more: https://t.co/FB1Qo7DLjk

[13D Research & Strategy @WhatILearnedTW]

The upcoming Super El Niño may be stronger than the one that caused the Great Famine of 1876-78. While today’s global economy is far larger, richer, more diversified, and much less agrarian, our complex global food supply remains highly vulnerable to shocks.

The 13D Food Security Index is equally weighted among companies that play a pivotal role in feeding the world.

Request a call to learn more: https://t.co/FB1Qo7DLjk

[13D Research & Strategy @WhatILearnedTW]

A sincere thank you to everyone who attended Jay Sellick’s presentation at the Worldview 2026 event in Delhi last month.

Jay shared valuable perspectives on the global macro outlook and commodity cycles, leading to some thoughtful discussions and great engagement from the audience. We appreciate everyone who joined us and contributed to the conversation.

Learn more about 13D: https://t.co/V8f0axougY

@sahilnandu @360ONEWealth

[13D Research & Strategy @WhatILearnedTW]

As we have noted in the past, some of the best moves are usually after the test. Agricultural markets are breaking out from bullish set-ups, with wheat showing a decisive move from a multi-quarter base.

Learn more about 13D: https://t.co/oabGVYdkI7

#Agriculture #Wheat

[13D Research & Strategy @WhatILearnedTW]

𝗜𝗳 𝘆𝗼𝘂’𝘃𝗲 𝗯𝗲𝗲𝗻 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝘁𝗼 𝗯𝗲𝗴𝗶𝗻 𝗼𝗿 𝗮𝗱𝗱 𝘁𝗼 𝗴𝗼𝗹𝗱 𝗮𝗻𝗱 𝗴𝗼𝗹𝗱 𝗺𝗶𝗻𝗶𝗻𝗴 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝘀, 𝘁𝗵𝗲 𝘁𝗶𝗺𝗲 𝗵𝗮𝘀 𝗰𝗼𝗺𝗲. 13D Research & Strategy clients see the 𝘞𝘐𝘓𝘛𝘞 of April 16th for our latest discussion regarding the fundamentals for gold and the gold miners.

𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝟭𝟯𝗗: https://t.co/zEDdSQqifA

#GoldSignals

[13D Research & Strategy @WhatILearnedTW]

𝗜𝗳 𝘆𝗼𝘂’𝘃𝗲 𝗯𝗲𝗲𝗻 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝘁𝗼 𝗯𝗲𝗴𝗶𝗻 𝗼𝗿 𝗮𝗱𝗱 𝘁𝗼 𝗴𝗼𝗹𝗱 𝗮𝗻𝗱 𝗴𝗼𝗹𝗱 𝗺𝗶𝗻𝗶𝗻𝗴 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝘀, 𝘁𝗵𝗲 𝘁𝗶𝗺𝗲 𝗵𝗮𝘀 𝗰𝗼𝗺𝗲. 13D Research & Strategy clients see the 𝘞𝘐𝘓𝘛𝘞 of April 16th for our latest discussion regarding the fundamentals for gold and the gold miners.

𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝟭𝟯𝗗: https://t.co/zEDdSQqifA

#GoldSignals

[13D Research & Strategy @WhatILearnedTW]

We recently added three leaders in low-cost drones and missiles to the 13D Defense Index. Learn more by booking a free demo of our research platform: https://t.co/wuVc4SLTJM