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. 👀⛽️

Long-end sovereign yields are breaking higher today, and there's momentum to this moves. It's not isolated to the United States, these moves are global, synchronized... Commodities had been leading higher, now yields are catching up. $TYX $TLT

Everyone wants to believe that one politician, one election, or one speech can stop inflation. It doesn’t work like that. open.substack.com/pub/aaoresearc…

@StonksT2K Gold rush 2025.

@JasonP138 Jason - Great stream today! Added CX to the account. Just wondering, you mention premium/members. Is that for SCR or do you have another service to check out? I would like to learn more.

Cemex is one of the largest building materials companies in the world. They produce cement, concrete, aggregates, and infrastructure materials used in highways, industrial projects, housing, manufacturing facilities, and global construction. And it is no longer stuck in cement. $CX

@JasonP138 @trend_bullish It’s a great show. Becoming a staple of my Fridays

@jeremygolant @trend_bullish Thank you Jeremy!

Things are about to get weird on The Holy Macro Show this morning. It's just me and... you all know how that goes. See you in one hour! youtube.com/watch?v=cDsmBY…

bUt DoN't wOrRy - tHeRe'S nO iNfLaTiOn

@GreenMonsterah Yes at Harvard.

#Unabomber was #MKULTRA he was getting back at the people & system who fcked him up! @JasonP138

Judgment Day for the AI Trade x.com/i/broadcasts/1…

@NiqolusTrades IEF as well.

@JasonP138 $TLT BreakingDown! PrimaryTrend.io - Check it out

@buddy6buddy Yeah because the fed controls long bonds

@JasonP138 I see no difference from 2008 to today. It should play out pretty identical. The overall economy is super weak. Rate cuts are more likely than hikes

🙌

@buddy6buddy Yeah deflation us everywhere. Oil at 100. Truflation doesn't lie though. 1.9% is all it is. My grocery bill is only 2% higher yoy

@JasonP138 I am but long in bonds. Everyone is freaking out over inflation while deflation is the bigger concern

Crypto After Dark x.com/i/broadcasts/1…

@buddy6buddy You should be at least 150% long.

@JasonP138 I'm buying TLT hand over fist 👊

Soybean oil, canola, and seed oils across the board continue to show strength. Between biofuel demand, energy inflation, weather issues, and tightening global supply chains, this market has quietly become one of the strongest trends in commodities.

Energy, Materials, and Real Estate have the highest share of stocks above their YTD anchored VWAPs. @gtlackey

Chicago Wheat Futures ($ZW_F) are now up roughly 27% YTD, and this move does not look exhausted yet. The chart continues to make higher highs and higher lows while momentum keeps building.

@ntomas67 This one was @sam_gatlin today lol. Love it

@JasonP138 You come up with some great names for these shows. Top notch word play.

Sounds like an old school Skinemax movie after dark, but I promise it will be highly enlightening and educational.