Shock And Awe' In September: Energy, Food ‘Going To The Moon’ | Jeff Currie
Energy and food are 'going to the moon' in September.
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Most coveredGold 20 →S&P 500 17 →Bitcoin 16 →
Energy and food are 'going to the moon' in September.
Diesel prices surge on refining bottlenecks and a diesel crisis in September.
Underinvestment drives a commodity supercycle higher.
Long-term risks to the dollar discussed as a downside view on the dollar.
Yields surge again alongside oil and inflation pressure
Lithium demand could explode; lithium is the most mispriced market opportunity
Gold has hit major resistance, suggesting money rotates out of gold into stocks
Copper demand rises on electrification, AI and data center battery demand
Silver is surging alongside gold with prices headed higher
Money printing drives a Bitcoin melt-up next
Long-term bond prices fall as yields continue surging despite Treasury buybacks
30-year yield breakout underway with a warning it could head toward 8%
Iran and Hormuz disruption drives higher oil prices
Gold outlook is higher, with a $17,000 crisis scenario
Bond vigilantes and inflation/debt fears push interest rates and bond yields higher.
Nasdaq upside continues into a coming euphoria phase.
Markets to surge roughly 20% higher to his S&P 500 target before a 'global financial reset.'
Yen intervention will backfire; fundamentals keep driving the yen weaker.
Copper breakdown signals recession — copper heads lower.
Oil falls to $40 in a deflation trade.
Prefers Treasuries over stocks, gold and Bitcoin in the deflationary scenario.
Bitcoin falls to $10,000.
Sold silver near the peak, implying silver declines from here.
Sold all his stocks on rising geopolitical and financial-system risk, implying equities fall.
Declining U.S. influence and falling dollar demand as central banks buy gold.
Silver heading to $500.
Stock has lagged production growth; production ramp-up and long-term growth strategy imply upside.
Intel crash cited as emblematic of the malinvestment unwind.
Higher gold prices transform exploration economics, favoring StrikePoint Gold after the miner selloff.
Copper to rise as part of a Western commodity catch-up.
AI infrastructure still wins and investors are too pessimistic; the biggest opportunities of the next decade are just beginning.
Rotation out of tech and into metals/commodities.
Nasdaq topping pattern with a tech crash of up to 75% ahead.
AI stocks are expensive and face roughly 40% downside risk.
Gold supported by geopolitics, rates and capital flows.
Gold's decline is not over; the bottom/floor is around the $4,000 level before it builds a base.
Housing is crashing and there will be no rebound for 18 months.
Uranium is described as a 'sure thing' investment opportunity.
Oil stocks are near a major buying opportunity and oil is set to rebound.
Bonds are next to implode as the global monetary reset begins.
Re-entering Bitcoin after the meltdown, implying a move higher.
Short oil position.
Schiff expects the U.S. dollar to be outperformed by gold amid an inflation surge.
Schiff expects gold to outperform Bitcoin, implying Bitcoin underperformance/decline.
Jim McDonald, who called the silver rally, reveals an 'explosive' next move higher for silver.
Ian Harris says copper is the next asset to 3x, driven by an insane supply shock and AI/data-center demand.
Todd Horwitz warns interest rates will surge and destroy stocks.
Rick Rule remains bullish on gold after the crash.
Lobo Tiggre entertains gold collapsing to $3,000 and notes he sold his gold and silver.
Tiggre sold his silver, implying a bearish near-term view.
The crowded AI trade is nearing a pause, and he is rotating capital out of it.
There is a '100% certainty' that bonds won't save your retirement — bonds will fail as the retirement anchor.
With bond yields at a 2-decade high, treasuries represent the 'biggest opportunity' in history (yields fall / bond prices rise).
'Bitcoin is going to zero.'
Oil stocks are favored over tech/AI, with a bullish year-end outlook for small-cap producers.
A 2026 downturn could trigger a roughly 30% market crash.
Most of crypto outside Bitcoin is dead and will keep declining.
Government liquidity and options-market flows will keep driving stocks higher — 'it will eat the whole market' — in a 1999-style melt-up.
Issues a warning on Tesla (and SpaceX-related speculation).
Bullish on gold as a hedge alongside Bitcoin.
Bitcoin adoption continues and Strategy will accumulate more Bitcoin than it sells — long-term bullish.
A crisis in critical minerals processing plus demand drivers make the strategic minerals sector bullish.
Copper supply shortage and incentive pricing imply higher copper prices.
Bearish on Micron after its run.
Bearish on Intel and stretched tech stocks.
A commodity supercycle has already started — commodities are the next asset explosion.
One sector — Canadian mining — is about to explode higher as Ottawa's view of mining shifts and capital flows in.
Bullish on Nokia.
AI-driven energy demand will send infrastructure plays higher.
AI-driven energy demand will send nuclear plays higher.
Gold momentum is broken.
Private credit stress and a software collapse are coming.
Constructive on defense stocks amid the Iran war and war timeline.
Oil prices head higher on the US-Iran conflict.
Positioning in gold miners is favorable.
Quantum computing can break Bitcoin's encryption, sending Bitcoin to $0.
AI mania and the tech bubble mark a crowded market top.
The V-shaped rally is false hope and tech is repeating the 2000 bubble.
Positioned in energy amid the Iran conflict and oil outlook.
Positioned in treasuries, though long-duration bonds carry building risk.
'Gets much, much worse' — raising cash now on credit market and Iran fallout.
Bonds are the asset most at risk and collapse next.
Drones are the next trillion-dollar market that will transform every sector.
Positioning for a consumer-driven rally ahead of the midterms.
Small-caps present an opportunity.
Bullish outlook on US equities.
Positioned favorably in silver and metals.
Oil has reversed lower after the Iran ceasefire.
Gold-silver cycle is at the start of a new cycle, not the peak — implying higher prices ahead.
The dollar's decline and de-dollarization continue.
Copper shortage supports a long-term bullish case for copper prices.
Oil prices spike further amid an oil shortage, driving inflation back to 5%-8%
Private credit bubble collapse puts banks on the brink, pressuring U.S. financial stocks
'Selling opportunity of a lifetime' — a 2008-style nightmare scenario is near for equities
Emerging markets outperform the S&P 500
Avoid US tech (software/semis) as a regime change ends its leadership
Silver continues higher toward/through $100 in the current bull market
Mining stocks have more upside as generalist investors have yet to rotate in
US bonds should be avoided in favor of gold and international equities
Investors should favor gold over US stocks and bonds
Positioning his fund in Latin American emerging markets for the next decade
Selective opportunities in China are attractive
Investors should shift toward international stocks
Investors should shift toward hard assets
Bitcoin charts are bearish; moved to cash
The overnight oil spike is a short-term capitulation move likely to fade
The gold spike likely fades; waiting for gold to build a base before re-entering
Rick Rule sold most of his physical silver ahead of the crash, implying a bearish stance on silver's near-term price.
CEO is bullish on NorthIsle Copper and Gold as governments race to stockpile critical minerals.
Copper deficit and strategic reserve build imply higher copper prices.
Danny Moses expresses bullish conviction on uranium.
Kiyosaki predicts the dollar will collapse.
Oil prices in the $60s will not last, implying higher oil prices ahead.
Aftermath Silver's projects stand to benefit from higher silver prices, presented as a compelling investment.
US housing has entered a buyer's market with falling prices that sellers are in denial about.
U.S. Treasury bonds are the best trade ahead.
Silver is in a secular bull market driven by central bank buying.
The stock market will bubble up and then crash within two years.
Gold will reach $6,000 to $7,000 in 2026.
After spiking, gold will crash 30-60%.
Platinum might be the next metal to surge and could double.
Heliostar plans to grow production tenfold without diluting shareholders, implying shareholder value growth.
GDX and junior miners benefit from the political reversal supporting the mining industry.
Investors should stop chasing over-hyped tech stocks (Mag7/AI bubble) as the market rotates away from them.
US Treasuries are being dumped by the EU / global holders, implying weakness in Treasury prices.
Bitcoin faces breakdown risk.
Metals are in a blowoff top with silver nearing peak levels, implying a coming decline.
Institutions are accumulating millions of LTC and Litecoin is positioned as digital silver for big 2026 moves.
Copper rises amid a supply chain crisis and the commodity supercycle.
Rotation into small caps is breaking out instead of the S&P 500.
Investors are not bullish enough on markets despite geopolitical chaos.
Positive outlook for Ethereum in the coming cycle.
Producers including West Red Lake generate record margins as gold rises.
Trump policy is about to make Bitcoin explode toward a revealed next cycle peak.
Continued debasement of the dollar.
Buy silver to protect against a massive economic depression in 2026.
Recommends buying gold ahead of an AI-driven economic boom.
A stock market crash is needed to force the Fed to ease aggressively.
Oil at $56 is one of the cheapest assets in the world going into 2026.
Remains bullish on copper for 2026.
Bitcoin will crash to $10,000.
Gold could drop 30-50%, twice, before its next major advance.
The bull market in stocks continues despite widespread bearish sentiment; trying to pick the top loses money.
Healthcare is a strong opportunity and among his most bullish picks going into 2026.
Rising Japanese rates could trigger a global (US equity/NASDAQ) selloff.
A massive energy buildout driven by AI will support energy investments over the next decade.
Rising defense spending / rearmament over the next decade makes defense a winning allocation.
Fiat currencies including the dollar are failing; the dollar continues to decline.
Coffee prices have surged dramatically and food price pressure continues through 2028.
Beef prices continue to surge amid an ongoing food crisis through 2028.
A $20 trillion yen carry trade unwind (yen strength) could end the bull market.
Favors Treasury bonds (yields falling) as stocks enter a bear market.
Silver favored as a safe haven alongside gold.
Expects the dollar to strengthen as a risk-off safe haven during the selloff.
CEO touts doubled copper resources to over 1 billion tons, positioning the company for upside.
Gold is the favored asset as equities crash.
The market hasn't even unravelled yet; a real crash is about to drop.
Capital is rotating into the financial sector, which he favors.
Views the selloff as a final correction before a rally in Bitcoin.
Favors India's stock market.
Mortgage rate forecast points lower.
Favors Chinese tech stocks.
20% market crash by year-end; he is shorting the NASDAQ.
Bullish on Ethereum alongside the 2026 liquidity-driven crypto rally.
Constructive on copper.
Advocates shifting into commodities.
Highlights the Zcash explosion and privacy narrative as a continuing opportunity.
Dolly Varden Silver is on a path from advanced explorer to top 10 silver equity, with balance sheet growth and strong drill results.
Doomberg remains bearish on oil prices due to abundant US natural gas supplies.
The AI investment bubble could burst within a year; AI is massively overhyped.
Expect a roughly 40% drop in this sector (bubble bursting).
An imminent market volatility spike is coming due to excessive leverage.
Gold miners are attractive alongside gold's continued bull market.
Gold has rallied to a dangerous extreme and is headed for a major correction to $3,500.
Intel discussed favorably in context of government stakes and vertical integration plays.
Avoid expensive tech giants as earnings growth slows and valuations remain stretched.
Bitcoin is likely to collapse 90% from extreme levels.
A dollar crisis is coming as central banks abandon US treasuries for gold reserves.
Central banks are dumping treasuries for gold, pressuring US Treasury prices.
Q4 upside expected for markets; focus on AI and capex themes.
Real estate is not yet a buy; watch REITs for a 2008-style setup.
Rotation into USD and inverse ETFs as risk assets fall.
Stocks show landmine signals and negative money flows; 100% cash stance.
Rents will double, with an 'explosion' in 2026.
Bitcoin accumulation strategy combined with real estate; bullish on Bitcoin as collateral asset.
$50 silver framed as a floor rather than a top; bull run not over despite the sell-off
Gold heads to $6,000 an ounce, roughly 50% upside from current levels
A decade-long bull market is coming for copper mining companies
Take profits on speculative gold stocks now — they are due to underperform major producers
Bonds should outperform in 2026 as the labor market deteriorates and the economy slows
Institutional adoption, a Solana ETF and trillions of assets moving onchain drive long-term demand for SOL
Uranium demand doubles by 2040 as AI data centers force a nuclear buildout
Silver is in a euphoric phase and will top out and sharply reverse within one to two months
Kootenay Silver benefits from rising silver prices as it drills to expand its 325Moz resource
Power Metallic's Quebec discovery supports further upside from the current $1.43 level
Cycles point to rising interest rates and persistent inflation ahead
Home prices are falling and 2025 is the strongest buyer's market in a decade
Copper Giant's Macoa project in Colombia is positioned to capitalize on the copper supercycle
Copper could reach $10 per pound on AI data center demand and a global supply shortage
Gold shows extreme investor enthusiasm that typically leads to a pullback.
Bitcoin enters a bear market in 2026 following the four-year cycle.
Tudor Gold is positioned to benefit from record gold prices and improving mining sentiment.
Tech stocks are dangerously overvalued in a 1999-style bubble at a tipping point.
Bitcoin forecast to move higher from record highs.
Continued market strength as the Fed cuts interest rates.
Silver will outperform stocks and rally to a higher target price.
A serious sell-off in stocks this fall triggered by Fed action.
Gold mining stocks will outperform gold itself.
The dollar will continue weakening.
Gold will keep reaching new highs.