Wednesday, February 4, 2026 |
|
|
The Breakout in Natural Resources Sector rotation is the lifeblood of bull markets. It's not just a saying, it's how markets actually move. Leadership changes, money rotates, and new groups emerge while others take a breather. Right now, some of that strength is coming from Natural Resources. This isn't just about oil, gas, or metals. It's a broad, global theme. We're talking chemicals, agricultural inputs, timber, fertilizer producers, and food-related commodities. In other words, it's a deeply diversified corner of the market tied directly to global demand and hard assets. And after spending years going nowhere, these stocks are starting to wake up. Here's the Global Natural Resources ETF $GNR resolving higher from a massive, decade-long base: |
The index is about 34% U.S., 20% Canada, roughly 25% Europe, 7% Australia, with the rest spread across other countries worldwide — a simple way to gain broad global exposure. The size of this base points to a meaningful shift in supply-demand dynamics, which often signals the start of a sustained trend. Just think about it. For around 15 years, buyers couldn't push prices above the highs from 2011 and 2022. This time things are different; now they are willing to pay more at higher levels. If GNR can hold above its former highs from 2011 and 2022, a new structural uptrend would be underway — and in that scenario, it would be hard not to be participating. Last week, we released a deep-dive report highlighting our top trade ideas, actionable setups, and key risk-management levels. We publish weekly deep dives on the market's hottest opportunities. Today's focus: Tobacco. Join ASC Premium risk-free to access it. Alfonso De Pablos, CMT Director of Research, All Star Charts |
Live Q&A: Trade Earnings With Steve Strazza Last week, Strazza unveiled his earnings strategy — now he's answering your questions.
Join him tomorrow at 2pm ET as he breaks down the tactical and technical questions you've asked about his earnings trading approach powered by The Beat Report. |
Alfonso De Pablos, CMT | Director of Research, All Star Charts |
|
|
All Star Charts emails are a financial publication of general circulation and only offers impersonal advice, not tailored to individual needs of a specific client or group. Any comments or statements made herein do not necessarily reflect those of All Star Charts or its affiliates (collectively, "All Star Charts") and do not constitute buy or sell recommendations. Unless specifically indicated, this message is not an official confirmation of any transaction. The contents of any email communications to or from All Star Charts may be monitored or reviewed at All Star Charts's discretion. All Star Charts accepts no responsibility for any loss or damage arising in any way from the use of this transmission and any attachments; it is the responsibility of the recipient to ensure that they are virus free. If you reply to this email, please note that we are a public investor and do not want any material non-public information. We do not agree to keep confidential any information you provide and do not agree to any restrictions on our trading activity, except pursuant to a written confidentiality agreement executed by All Star Charts. |
Want to change how you receive these emails? You can manage your preferences here unsubscribe.
© 2026 All Star Charts 624 Broadway, Suite 405 San Diego, CA 92101
|
All Star Charts
624 Broadway
Suite 405
San Diego, CA 92101
|
|
|
|
