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Sam's Commodity Report

I've posted a few past issues of my premium report below. Feel free to read them. You can also sign up for my free email list to receive market news right here ⬇️

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Sam’s Commodity Report – May 22, 2025

Market Overview: The commodity markets are back in the spotlight this week, but for all the wrong reasons — we’re seeing rising volatility, massive divergence across sectors, and a growing tug-of-war between macro pessimism and commodity-specific fundamentals. Gold continues to hold firm above $2,400, showing remarkable resilience even after last week’s soft inflation print in the U.S. and a hawkish tone from Fed speakers. Investors aren’t buying the “soft landing” narrative anymore — with...

2 months ago • 11 min read

Market Overview: This week, the markets are experiencing a significant shift.The recent 90-day tariff truce between the U.S. and China has injected a wave of optimism, leading to a rally in equities and a decline in traditional safe havens like gold.However, this newfound optimism is juxtaposed against persistent structural issues in key commodities, notably cocoa and copper, which continue to face supply constraints. Gold has seen a notable pullback, dropping below $3,050 per ounce, as...

3 months ago • 7 min read

Market Overview: This week, markets are running on tension. We’re seeing commodities split into two clear camps: those rallying on real scarcity (like cocoa, gold, copper) and those falling under the weight of macro uncertainty and political noise (oil, soybeans, natural gas). Gold and cocoa are both in breakout mode. Gold pushed through $2,450 like it wasn’t even resistance, driven by falling real yields, sticky inflation, and another wave of central bank buying — led by China and India....

3 months ago • 8 min read