After yesterday's live call with our Supercycle Report members…
I'm more convinced than ever that people sitting on cash are about to have the last laugh.
Here's what I mean…
Every hedge fund manager on Wall Street has to be fully invested.
Why? Because investors don’t want to pay fees to a manager who sits in cash waiting for a fat pitch.
You don't have that problem.
If you're a retail investor building your own commodity portfolio, you can sit on cash when cash is the right call.
You can wait for the right setups and be selective.
And right now, that's exactly what Sam and I are doing inside the Supercycle Report.
Instead of trying to figure out how to get you into the legacy trades in our Gold Rush era…
We’re starting fresh with a new portfolio that’s purpose built for this part of the sequence.
And we’ve got 6 core ETFs in our Supercycle Portfolio to kick things off.
Sam and I are still bullish on energy. It could very likely be the best performing sector in 2026.
But we’re also hunting for setups inside each ETF that could bring some monster gains.
On yesterday's members-only call, we walked through: