Paging, Dr. Copper... 📢 $COPX The copper cycle will continue for years to come.

With an equal-weighted basket of refiners [ $VLO, $MPC, $PSX, $CVI, $DK, & $DINO ] returning +50% YTD, it’s easy to see why we remain OW distillates, especially #heatingoil Refiners will continue to enjoy high oil product prices into ‘26 & beyond as geopolitical risks rise.

Spoke on $UAMY a couple days back ... up +25% since News of China tightening rare earth export controls for defense and semiconductor use -- > making it ever more apparent that the United States needs $UAMY & their antimony mining.

Been on #silver for over a month now — > much much more upside here into ‘26 & beyond.

$UAMY -- > ~80% return since post last week