Tyler Lundberg

[KEPM @kirkelliottphd]

When the Iran conflict hit, why didn't Bank of America or the top commodity experts cut their silver projections?

Because the fundamentals never changed. Low supply, high demand, and the biggest money on earth moving into real assets. I believe this short-term pullback is just noise from the conflict, not a real shift. Take a look at this clip. @RealAlexJones

[Tyler Lundberg @lund6501]

@Nostre_damus You’re better than this..

[Graddhy - Commodities TA+Cycles @graddhybpc]

Oil companies have broken out big time vs tech stocks.
And the ratio is now backtesting the breakout.
Means this ratio has now resumed its bull market.

The oil & gas stocks have been front-running oil up from the lows, and oil is now catching up. And do note here also that the oil stocks have been resilient despite the recent huge volatility in the oil price.

As been saying for years - there is a massive move globally from overvalued paper assets, into still undervalued hard assets.

The underlying move in oil now is not because of geopolitical tensions, but because of the commodities bull market. The geopolitical things enhance the moves but the underlying strength was already there.

Since I called the commodities bear market low almost 6 years ago, in real-time, I have been saying that this commodities bull market is the best opportunity you will ever have in life to get out of the rat race.

Following the right people is absolutely vital. #joinus https://t.co/dZoc2yuE1z
The ongoing move into hard assets will blow your socks right off.

[NoLimit @NoLimitGains]

Everyone is fighting over GPUs.

But GPUs are useless without the one thing nobody is building enough of.

Power.

3 stocks own this trade.

And hedge funds have been quietly stacking all three.

Here they are:

[TheHappyHawaiian @ThHappyHawaiian]

Oil generationally peaks when a house in the US costs 1600 barrels

Right now that’s $250 a barrel, but home prices will rise with inflation the next few years

I expect the eventual oil blowoff peak in the $300-$400 range

[The Assembly @InTheAssembly]

Cathie Wood might be the most expensive lesson retail investors have ever paid for.

Her flagship ARK Innovation ETF is down 23% in the last 5 years.

The S&P 500 is up 77% over the same period.

She has underperformed the index by 100 percentage points.

And she has done it while collecting BILLIONS in management fees.

A quick reminder of the highlight reel:

– She predicted Tesla would hit $3,000 per share by 2025. It is currently $432.

– She predicted Tesla revenue would hit $234 to $367 billion in 2025. The actual number came in under $100 billion.

– She made Teladoc her single largest position around $80 per share. It trades at $7 today.

– She loaded up on Zoom near $300. It trades at $110.

– She dumped almost her entire Nvidia position in January 2023 around $20 per share. Nvidia is now at $220, which means she sold the single greatest stock of this generation right before it 10x’d.

Morningstar officially labeled the ARK family of funds a “value destroyer,” noting that her funds lost roughly $14 billion in shareholder value from 2014 to 2024.

But here’s the part nobody talks about:

ARK Investment Management has been one of the most profitable asset managers of the last decade.

Wood has personally made tens of millions in fees while her investors have collectively lost real money.

This is the part of Wall Street most retail investors do not understand.

You’re not paying for performance, you’re paying for marketing.

The people who win are the ones running the fund, not the ones holding it.

This Friday, May 15, every fund managing over $100 million is legally required to disclose their Q1 2026 trades to the SEC.

We will be breaking down EVERY major filing right here the moment they drop.

Follow us with notifications before it’s too late.

If you don’t follow us, you might regret it.

[NoLimit @NoLimitGains]

Holy shit

China is buying silver at record levels

[Energy Headline News @OilHeadlineNews]

Out of the 8.4 billion barrels in global inventories, JPMorgan estimates only 0.8 billion barrels are realistically available without pushing the system into operational stress @zerohedge

[Luke Gromen @LukeGromen]

If the world is breaking up into blocs again, then this chart is going back to where it traded the last time the world was broken into blocs.

Gold is still one of the cheapest assets on the board - would need to rise 2-3x to mean revert (assuming CB reserves never rise again.)

[Willem Middelkoop @wmiddelkoop]

Lithium demand forecasts

[Tyler Lundberg @lund6501]

@JC_ParetsX $nog

[Tyler Lundberg @lund6501]

@Nebraskangooner $NOG is still a great entry with out without war headlines 🤠

[Tyler Lundberg @lund6501]

@EddyElfenbein Is this just a chart showing how great buy backs are? Dropped the ball on Siri

[Nostra Thomas 🇨🇦 @SloCan68]

💥#BoomAlert #uranium💥

JUST IN: Trump invokes WAR POWERS to channel federal 🇺🇸 funding into coal, LNG, oil, and grid infrastructure.
#nuclear #smr #CriticalMinerals 🚀

[Otavio (Tavi) Costa @TaviCosta]

Gold miners are leading the market once again.

Since January 2025, their performance has far outpaced every other sector.

This could mark one of the most important comebacks in mining history.

So where are we in the bull cycle?

I would argue we are still in the awareness phase.

Investors are looking to gain exposure in their portfolios.
Institutions are attending mining conferences.

Generalists are beginning to ask questions about these businesses.

Notice, however:

This phase still has little to no media attention and no signs of a frothy M&A cycle.

That comes later.

https://t.co/jdWdxZAWlw

[Tyler Lundberg @lund6501]

@scottmelker

[Tyler Lundberg @lund6501]

@scottmelker Tether needs to purchase more US treasuries.. 😆

[Tyler Lundberg @lund6501]

@badcharts1 We really think the Middle East countries are not going to manipulate the price to stay higher for longer given they have to REBUILD cities.

[Tyler Lundberg @lund6501]

@JoshYoung $REI and $GTE looking great!

[Joe Nakamoto ⚡️ @JoeNakamoto]

a great day to share this graph