Against All Odds Research

Gold moves first. Copper follows. Oil moves last. That’s been the cycle for 40 years—and right now, copper is breaking out while oil hasn’t budged. You know what comes next. 👀⛽️

Who wants to see a video with @marketminute and myself?

💰

Game on. It would be hard to debate my favorite trader though. #dontfademish But I know that if Mish is right I’d just be happy for her as she would be for me.

We are live! Is it Time To Sell Your Miners? youtube.com/live/MRZpW9skw… via @YouTube

GOLD RUSH LIVE x.com/i/broadcasts/1…

@KobeissiLetter @sam_gatlin makes great charts! Give him credit @KobeissiLetter

Short positions on US oil funds are surging: Short interest on the US Oil & Gas Exploration & Production ETF, $IEO, is up to 2.8%, near the highest in 4 years. Short interest has TRIPLED since the start of 2026. Over the same period, $IEO prices have risen +33% to an all-time high. Furthermore, short interest in the United States Oil ETF, $USO, has soared ~3 million shares, or 50%, over the last month, This means traders are increasingly betting against rising oil prices, even as the rally continues, a setup that often leads to extreme volatility. Brace for more volatility in the oil market.

Everyone is looking at the wrong thing. open.substack.com/pub/aaoresearc…

Entering a long cotton $CT options trade on this extreme volatility squeeze and break above the weekly Ichimoku cloud.

Space stocks look ready to moon. Read the full note in today's Morning Print. thechartreport.com/TheMorningPrin…

With the Copper speculators max-long, the stage is set for a big rug pull. Are you ready?

@TPaintjob @KeithBolognese Lol!

@JasonP138 @KeithBolognese jfc imagine the depth of his other analysis

And right now? Crypto is showing back up.

@troutandchar That’s a different scan.

@JasonP138 What led you down………

@KeithBolognese You must have great eyesight with your ability to see that I’m a crypto bro.

@JasonP138 All you crypto bros getting sucked in for another dump.

@gfc4 Wow a lot of yes’s…

Do you believe that you control your outcomes in trading (and life)?

Another chart that may offer valuable clues about the next move in Emerging Markets: copper. Historically, copper and EM equities have shared a strong positive correlation. Moves in one tend to be followed by moves in the other, even as EM economies have evolved beyond purely extraction-driven models. Right now, copper is struggling to break above its first extension level. The primary trend remains bullish, but in the near term, bulls need to step up to keep momentum intact.

Lol

This is a great look back at what we were all thinking in 2025 from @JoshYoung.