Sean Brodrick reviews the macroeconomic fueling markets to new highs, and outlines why he remains bullish on the longer-term trends in gold, silver, copper, and uranium stocks, but that he is also constructive on defense stocks in drones and rockets, and also accumulating energy efficiency companies.

Nick Hodge, discusses the macro and micro themes that have created an “Everything is awesome,” markets melt up higher.  Nick shares how he has been positioned in trends with rare earths, copper, uranium, and precious metals stocks; while sharing best practices on managing ones portfolios.

Nick Hodge with a longer-format discussion on and the macro and micro themes, and using volatility to prune winning positions and plant new positions in the gold, silver, copper, rare earths, and uranium stocks. It’s a wide-ranging discussion.

Nick Hodge reviews the recent corrective move in the commodities and resource stocks, sharing reasons he remains constructive for copper, gold, silver, and uranium stocks, despite this consolidation move inside of Phase 2 of the commodities supercycle.

Nick Hodge reviews the improving macro setup, select opportunities in US equities, the continued bullish outlook for uranium stocks, and copper sector and stock positioning based on improving economic backdrop.