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.

Sean Brodrick reviews the macroeconomic market movers he is watching and he outlines why he is still bullish but holding off adding to gold, silver, and copper stocks, but that he has been adding to oil stocks and rare earth stocks in the portfolios he discusses with subscribers.

Nick Hodge, with a longer-format discussion on and the macro and micro themes in general US equities, bonds, and commodities, and how he has been using volatility to position in oil, copper, nuclear, uranium, and rare earths stocks on any pullbacks, still anticipating a reflationary trend as the economy improves in the 2nd half of this year.

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 with a longer-format discussion on navigating the market noise and volatility, his outlook on the US economy, and opportunities in gold, silver, copper, and rare earth stocks for the balance of this year and longer-term.