There are bull markets… and then there are raging bull markets.
The kind where entire pockets of the market are quietly going vertical while most investors are still glued to the same old narratives.
This is one of those moments.
Earlier this week, Bloomberg ETF analyst Eric Balchunas pointed out something remarkable. A niche tanker ETF just printed a 1,000% return in a single year.
This isn't a leveraged fund. It's simply a plain vanilla fund tied to tanker futures.
And the craziest part?
Almost nobody is talking about it. |
The fact that almost nobody is talking about this is the tell.
Because the biggest opportunities don't dominate headlines, they live in the corners of the market where few people are looking… until it's too late.
And that's exactly what's happening here.
We don't need to trade that ETF to understand what's going on.
The real opportunity that we want to allocate capital towards is downstream, in the companies actually benefiting from these surging tanker rates. |
Jason Perz, Sam Gatlin, and JC Parets just went live for Making Money From Inflation, and the replay is now available. They break down where energy is headed next, what's setting up behind this move, and the position sizing framework that separates winners from everyone else in commodity cycles. Watch the replay here. |
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| Sam Gatlin and Jason Perz | Supercycle Stocks | Save The Bees |
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