Gold Crashes, Silver Melts (This Is My Commodity Playbook Now) ~ Monday Market Moves
Release Date: 02/01/2026
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. ๐ ๐ ๐ฉ ๐ 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 weekโs 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. ๐ฉ ๐ฉ ๐ Recorded on 3-20-2026. I explained why I expect further downside toward the 6,000โ6,100 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. ๐ ๐ฉ ๐ 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 weekโs Monday Market Moves, I review the biggest developments across global markets and explain the key signals Iโm watching as we head into the next trading week. ๐ฉ ๐ฉ ๐ 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. ๐ ๐ฉ ๐ 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. ๐ ๐ฉ ๐ 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 โbuy the rumor, sell the newsโ 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. ๐ ๐ฉ ๐ 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 weekโs Monday Market Moves, I walk through what happened across the markets and what Iโm watching for next week as volatility rises. ๐ฉ ๐ฉ ๐ 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 Iโm 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 Ontarioโs prolific Sudbury Basin. ๐ ๐ฉ ๐ 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 Miningโs current position with roughly a C$700M market cap, about C$63M in cash, and a $24M convertible note financing. The companyโs producing McCreedy West mine is...
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Teo Dechev, CEO of Mundoro Capital, outlines the companyโs copper-focused prospect generator model and how it partners with major mining companies to fund exploration while minimizing shareholder dilution. ๐ ๐ฉ ๐ 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...
info_outlineIn this weekโs Monday Market Moves, I walk through how markets wrapped up the week and how Iโm positioning for what comes next.
๐ฉ Website
๐ฉ Substack
๐ Technical Analysis Video Series
๐ฉ Rick Rule Golden Triangle Bootcamp
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom Plus (2 Free Months)
Uranium Insider Justin Huhn Newsletter
I begin with the macro picture, looking at the S&P 500, the U.S. dollar, and Treasury yields to set the tone. With equities rolling over near long-term resistance, the dollar breaking down decisively, and yields drifting back toward key moving averages, the broader backdrop continues to tilt in favor of commodities rather than stocks if these trends persist.
I then shift into the commodity space, where precious metals delivered dramatic moves. Gold surged toward major psychological levels while silver exploded higher, with spot prices trading above futures and signaling tightness beneath the surface. I cover copperโs rejection at highs and the growing risk of a pullback, uraniumโs ongoing strength driven by firm spot and term pricing, and the energy sector, where crude oil is digesting gains after reclaiming critical levels while natural gas appears to be transitioning into a higher-volatility pricing environment. I close out with coal, platinum, palladium, and nickel, all showing constructive technical developments, and finish with Bitcoin, where a failed bullish attempt has shifted the focus toward a developing bear structure and clearly defined downside risk.
Key Insights in this episode:
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S&P 500 stalls near long-term resistance
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U.S. dollar breaks down, signaling weakness
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Treasury yields show early signs of turning lower
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Gold pulls back sharply after an extended run
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Silver sees extreme volatility in a major selloff
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Copper flashes a topping signal at highs
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Uranium stays strong but favors trimming
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Oil breaks above the 200-day, boosting energy
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Natural gas remains volatile; coal holds firm
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Platinum and palladium break down
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Nickel shows a potential bullish setup
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Bitcoin loses support, risk tilts lower
๐ฉ Website
๐ฉ Substack
๐ Technical Analysis Video Series
๐ฉ Rick Rule Golden Triangle Bootcamp
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 Hits Resistance
02:28 Gold Sharp Pullback
09:03 Silver Historic Selloff
21:43 Copper Topping Signal
23:30 Uranium Breaks Higher
25:17 Oil Breaks Above 200-Day
26:39 Natural Gas Volatility
28:04 Coal Holds Firm
29:28 Platinum Breakdown
32:32 Commodity Index Warning
34:59 Bitcoin Breakdown
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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#CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt