While everyone is talking about Iran, oil prices, and their March Madness bracket…
We've been getting ready for the biggest money-making opportunity of the decade.
My uncle got rich trading this pattern in the 1970s. Now it's happening again.
But this time, something different is happening that could make this the biggest commodity boom in your lifetime.
I call it the Three R's.
The first R is Rotate.
Commodity cycles have always been "boom and bust."
Most of the time, commodity stocks are hard (and boring) to trade.
Then, almost overnight, it's the only thing anyone is talking about.
But most people miss their chance at life changing gains because they're trading the headlines instead of following the charts.
They don't want to buy Gold at $1,600, Silver at $30, or Oil at $60…
They're only interested AFTER it jumps 30%, 50%, even 100%.
What happens next is predictable:
They enter the trade on the last leg higher…
Refuse to sell after it hits the top and starts to drop…
And then hold it all the way down for a loss.
This is why most retail investors lose money in commodity booms.
They don't understand that commodities don't all move at the same time.
They move in a sequence.
And if you want to make money trading commodities…
You have to know where the money is moving next.
And they're left holding the bag as the smart money moves on to the next thing.
Back in January when I was speaking at Chart Summit, I didn't know Venezuela and Iran were going to happen.
But this pattern had already played out every decade since the 1980s…
And if it was going to happen again, oil had to move higher.
That's exactly what happened.
And now, the charts are pointing to the next commodity.
The second R is Relocate.
For decades, analysts have been talking about the looming supply cliff in some commodity or another.
And for decades, analysts have been talking about the massive underinvestment in mining and material production.
But for decades, all the money in capital markets was being sucked into technology and growth stocks.
Without fresh capital entering into the system, commodity stocks were always victim to the boom and bust cycle.
But thanks to President Trump, that's changed completely.
The US government is now directly investing billions of dollars in mining companies…
Project Vault promises to add another $12 billion in fresh capital…
And we could finally see institutional investors – who have been chronically underinvested in commodities – start increasing allocation to these markets.
Today, there's roughly $13-14 trillion in sovereign wealth fund assets globally.
If just 1% of that reallocates into commodity equities…
That's $130-140 billion of new capital flooding into a sector that's been starved for a decade.
And here's the thing about pension funds, insurance companies, and endowments…
They're not flipping in and out of positions every 18 months.
They want to put their money into long term assets for 5, 10, even 20 years.
Once that capital starts to move in, the magic begins.
The third R is Rerate.
Right now, the market prices commodity producers like lottery tickets.
When you look at how these companies are valued as a multiple of cashflows…
We've seen commodity producers trade at half of what comparable industrial stocks trade at.
Here's why: commodity prices boom and bust, so why pay a premium for those cash flows?
But what if this cycle is different?
What if reindustrialization, government-backed supply contracts, and 15-20 year mine development timelines mean these companies aren't lottery tickets anymore?
All of a sudden, they become cash-flow machines.
And pension funds and sovereign wealth funds — who desperately need long-duration, inflation-resistant income — will price them accordingly.
The multiple expands on top of the commodity price move.
And that's how you capture these explosive gains in a short period of time.
On Thursday, March 26th at 2pm ET, I'm going live to show you exactly where the sequence is pointing right now…
And how I'm positioning for what I think could be my next best year.
Click here to RSVP.
On this webinar, you'll learn all about…
- Which commodity the Three R's are pointing to right now
- The single biggest mistake investors make at this stage of the rotation (and how to avoid it)
- Why I think 2026 could be even bigger than last year
It's anyone's guess what will happen next in Iran (or Cuba, or Ukraine, or China).
But if you prepare now, you can be in position to profit as the 3R's continue to drive commodity stocks higher.
Maybe you missed out on gold, silver, and oil's moves higher.
But if you don't want to miss out on the next commodity to run...
Make sure you're on the call this Thursday at 2pm ET.
Click here to save your spot.
-Jason Perz
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