Commodity Investing ALERT: Gold, Oil & Bitcoin Next Moves ~ Monday Market Moves
Release Date: 01/04/2026
In it to Win it
David Skarica, a veteran contrarian investor and author known for his macro market insights, returns to break down the current state of global markets amid rising geopolitical tensions and shifting monetary expectations. π π π© π Recording Date 3-24-2026. In this episode, David explains how recent moves in gold, silver, and oil reflect deeper structural changes rather than short-term noise. Drawing from decades of experience studying market cycles and investor psychology, Skarica highlights why he moved heavily into cash and defensive positioning. He also shares how...
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In this weekβs Monday Market Moves, I walked through a broad breakdown of the markets, starting with the S&P 500, which fell 1.9% and confirmed a continued downtrend after failing at the 200-day moving average. π© π© π Recorded on 3-20-2026. I explained why I expect further downside toward the 6,000β6,100 range as volatility remains elevated and yields move higher. I also highlighted weakness in the dollar and how macro factors like global tensions and liquidity pressures are influencing market direction. Overall, my outlook for equities in the near term remains bearish,...
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Doomberg joins the discussion to break down the surprising stability in oil markets amid the Iran conflict and the disruption of the Strait of Hormuz, revealing why prices remain anchored near $95 WTI despite one of the most significant geopolitical shocks in decades. π π© π Recording Date 3-16-2026. In this interview, Doomberg explains how the global oil market is absorbing a potential multi-million barrel per day supply disruption through a combination of excess global capacity, strategic petroleum reserve releases, and rapid production responses from regions such as U.S. shale,...
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In this weekβs Monday Market Moves, I review the biggest developments across global markets and explain the key signals Iβm watching as we head into the next trading week. π© π© π Recorded on 3-13-2026. I begin with the S&P 500, which moved lower during the week and is starting to show signs of technical weakness as volatility rises and the U.S. dollar strengthens. With bond yields climbing and investors becoming more cautious, I discuss why the short-term outlook for equities may remain pressured and where the next potential support zones could emerge if selling...
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Don Durrett of GoldStockData.com joins the discussion to break down the macro forces driving the precious metals market. π π© π Recording Date 3-11-2026. Drawing on decades of research into gold and silver miners, Durrett explains why structural debt growth, global liquidity policy, and limits on Federal Reserve intervention could push investors toward precious metals during the next phase of the economic cycle. Durrett traces the macro story from post-World War II U.S. economic dominance through the abandonment of the gold standard and the rise of globalism, deficits,...
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Adrian Day, founder of Adrian Day Asset Management, joins the discussion to share his outlook on global markets, commodities, and the macro forces shaping resource investing. π π© π Recording Date 3-10-2026. The conversation covers geopolitical tensions in the Middle East, how markets typically react to conflict, and why commodities such as gold and oil often move ahead of major geopolitical events through a βbuy the rumor, sell the newsβ dynamic. Day also discusses the current positioning of energy markets, explaining why oil stocks had already rallied prior to recent...
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Joe Mazumdar of Exploration Insights joins the discussion to explain how his research process identifies high-quality opportunities in the junior mining sector. π π© π Recording Date 3-9-2026. With a background in exploration geology, mining finance, and corporate development, Mazumdar focuses on combining technical analysis with on-the-ground due diligence to evaluate whether exploration projects and development companies have the potential to succeed. Mazumdar describes how his work involves reviewing companies, meeting management teams, and conducting site visits to...
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In this weekβs Monday Market Moves, I walk through what happened across the markets and what Iβm watching for next week as volatility rises. π© π© π Recorded on 3-6-2026. I start with the S&P 500, which fell about 2% and is now showing a topping pattern after breaking a key trend line. With the VIX up sharply and the dollar strengthening as capital moves toward perceived safety, I explain why Iβm leaning bearish on equities in the short term and where the next major support levels could appear if selling accelerates. From there I break down the key commodity markets....
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Magna Mining CEO Jason Jessup joins the discussion to explain how the company is advancing and consolidating high-grade copper and nickel assets in Ontarioβs prolific Sudbury Basin. π π© π Recording Date 3-5-2026. With a growing production base and a portfolio of past-producing mines, Magna is building a scalable strategy focused on low-capital restarts and strategic acquisitions. Jessup outlines Magna Miningβs current position with roughly a C$700M market cap, about C$63M in cash, and a $24M convertible note financing. The companyβs producing McCreedy West mine is...
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Teo Dechev, CEO of Mundoro Capital, outlines the companyβs copper-focused prospect generator model and how it partners with major mining companies to fund exploration while minimizing shareholder dilution. π π© π Recording Date 3-4-2026. Mundoro acquires prospective copper porphyry land packages, develops early geological targets, and then brings in large partners to finance expensive drilling programs. With roughly C$50M market capitalization, about C$4.2M in cash, and no debt, the company focuses on generating value through option payments, milestone payments, and...
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In this episode of Monday Market Moves, I break down what happened in the markets last week and walk through what Iβm watching closely in the days ahead. I start with the S and P 500 and currencies to set the macro tone, then move into gold and silver where weβre seeing corrective price action and clearly defined technical levels. From there, I cover industrial metals and uranium, explaining where consolidation is healthy and where longer term structural strength continues to build beneath the surface.
I also dig into the energy markets as oil reacts to geopolitical developments and equity performance begins to tell a different story than crude prices alone. I review natural gas and coal with a focus on trend support and potential retracements, then round out the metals space with platinum, palladium, and nickel setups Iβm actively tracking. I close the episode with my latest thoughts on Bitcoin, balancing a near term trading opportunity against a more cautious longer-term outlook, and laying out the key levels that matter most right now.
Key Insights in this episode:
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The & P 500 pulls back to major technical support while short term trade setups begin to emerge
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The US dollar shows signs of long term structural weakness which would strongly favor commodities
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Rising long term Treasury yields signal growing stress in the bond market despite Fed rate cuts
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Gold and silver enter corrective phases with clear support zones and defined buying levels
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Backwardation in precious metals highlights tight physical supply and strong underlying demand
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Copper and uranium continue to reflect longer term strength driven by global electrification and supply constraints
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Oil equities outperform crude as geopolitical risk reshapes the energy landscape
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Natural gas and coal approach technically important support levels with asymmetric upside potential
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Platinum and palladium show strong relative performance with favorable retracement setups
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Bitcoin acts as a short term trade but remains structurally weak over the longer term
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Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom Plus (2 Free Months)
Uranium Insider Justin Huhn Newsletter
Chapters:
00:00 S&P 500 Setup
04:36 Gold Pullback
12:44 Silver Weakness
21:38 Copper Outlook
26:11 Crude Oil and Energy
30:13 Premium Service Overview
31:04 Natural Gas Support
34:06 Platinum Update
38:46 Commodity Index Trend
39:48 Nickel Breakout
42:17 Bitcoin Trade Setup
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
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