In it to Win it

In this week's Monday Market Moves, I break down a shocking divergence across markets as stocks push higher toward new targets while gold and silver sharply sell off and oil explodes 13% raising the question of whether we are witnessing the start of a major macro shift.
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Recorded on 4-24-2026. I walk through the S&P 500 pushing higher after breaking key Fibonacci resistance while the U.S. dollar continues to weaken inside a long-term channel. I also highlight rising bond yields signaling potential stress in global demand for U.S. debt. Across commodities I analyze sharp pullbacks in gold and silver alongside a strong surge in oil and a breakout in nickel that could signal a major trend shift.
I then dive into the implications of these moves and where capital could flow next. Precious metals are showing weakness with downside targets forming while copper and uranium remain mixed with slight bullish bias. Energy markets surged but are likely due for a pullback as technical resistance kicks in. Natural gas appears to be breaking down structurally while coal enters a seasonal opportunity window. Finally, I assess Bitcoin sitting at a key inflection point with no clear edge signaling caution for traders in the near term.
 
Key Insights in this episode
✅ S&P 500 up 0.6% with bullish continuation targeting $7400 via Fibonacci extension
✅ U.S. dollar downtrend intact with potential breakdown toward 90 level
✅ Gold down 2.8% with possible retracement toward $4000 and 38.2% level
✅ Silver down 6.6% confirming bear flag with further downside likely
✅ Oil up 13% but showing signs of short-term reversal after resistance hit
✅ Nickel up 6.25% with confirmed breakout signaling strong upside momentum
 
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Chapters
00:00 S&P 500 Bullish Setup And Targets
02:00 U.S. Dollar Breakdown Risk
04:04 Gold Pullback And Key Levels
07:08 Silver Bear Flag Breakdown
12:46 Copper Resistance And Breakout Watch
14:38 Uranium Market Outlook
16:20 Oil Surge And Reversal Setup
20:52 Natural Gas Breakdown Warning
22:40 Coal Seasonal Opportunity
24:00 Platinum And Palladium Weakness
25:59 Nickel Breakout Confirmation
27:40 Bitcoin Key Inflection Point
 
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.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
 
#SteveBarton #RickRule #SP500 #Gold #Silver #Copper #Uranium #Oil #NaturalGas #Nickel #Bitcoin #Commodities #MacroTrends #Investing #StockMarket #EnergyCrisis #Inflation #Trading #PreciousMetals #Crypto #SteveBarton #InItToWinIt

Rick Rule is a legendary natural resource investor and longtime market strategist known for his deep expertise in commodities and mining equities.
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Recording Date 4-24-2026. In this episode of the Rule Classroom Plus, Rick joins Steve Barton to break down key insights from recent bootcamps, including copper and uranium, while also walking through real-time investor questions. Rick covers how to properly evaluate mining companies, what separates successful operators from weak ones, and why due diligence remains the most critical skill for investors. Rick emphasizes disciplined thinking, skepticism, and understanding management quality as core pillars of success. This episode is both a masterclass and a real-world application of resource investing principles.
Rick dives into major macro risks including a potential liquidity crisis, rising credit concerns, and geopolitical shocks such as disruptions in global energy supply chains. He explains why he is raising cash, trimming winners, and preparing for volatility despite strong commodity trends. The discussion highlights opportunities in silver equities, uranium portfolios, and select copper and royalty plays, while also warning about overvaluation and structural risks in ETFs and lithium markets. Rick stresses patience, contrarian thinking, and buying during periods of extreme pessimism as the key to outsized returns. He closes by reinforcing that investor education and independent judgment are more valuable than any single stock pick.
 
Key Insights in this episode
✅ Rick Rule is actively raising cash due to rising liquidity and credit risks
✅ Silver stocks are undervalued relative to metal prices based on NPV assumptions
✅ Lithium supply is abundant but processing capacity is the real bottleneck
✅ High yield bond ETFs carry hidden liquidity risks beneath the surface
✅ Best investment opportunities appear when sectors are deeply hated
✅ Large tier one deposits consistently outperform smaller mining projects
 
Tools for Success that I Love and find Helpful / Affiliates:
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Rule Classroom (Free) 
Rule Classroom Plus (2 Free Months) 
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
 
Chapters
00:00 Welcome To Rule Classroom Plus
00:51 Copper Bootcamp And Luca Due Diligence
03:00 Mining Team Experience And Local Expertise
03:50 Luca Mining And Empress Royalty Updates
05:27 Discovery Silver And Mexico Permit Catalyst
07:08 Lithium Refining And Processing Capacity
08:54 Vetting Companies And Management Fees
11:00 Mega Uranium And Holding Company Discount
13:09 Canadian Copper In New Brunswick
14:57 Marin Energy Rating And Lundin Selling
16:06 Strait Of Hormuz And Liquidity Risk
17:27 High Yield ETF Liquidity Concerns
19:45 Lobo Tiggre Cash Position
21:19 Occidental Petroleum Valuation
22:22 Silver Stocks Outperformance Indicator
25:15 Lundin Royalty Ranking And Strategy
26:44 Energy Fuels Uranium And Rare Earths
28:10 Jurisdiction Risk In Resource Bonds
29:34 Royalty Valuations And NAV Premiums
31:38 Lifezone Metals Catalysts
33:14 Aldebaran Resources Ranking
34:35 Paramount Resources And Canadian Oil
35:17 New Found Gold Size And Fundraising
36:23 Lifezone Centaurus And Nickel Picks
37:26 Magnum Mining Copper And Nickel Optionality
38:39 Battle Bank Account Feedback
39:59 Ero Copper Opinion
40:36 Exxon Bonds Versus US Treasuries
41:47 Tungsten Market And Pure Tungsten
42:48 Snowline Gold And Bravo Mining
44:33 Battle Bank For Non US Residents
45:48 Emerita And Denarius Bid
46:53 How To Support Rick Rule
48:17 Lumina Metals And Polish Copper Silver
49:59 Banyan Gold Production Potential
52:30 Gold Hart Copper Opinion
54:40 Western Copper And Casino Project
56:36 Final Thoughts And Investor Education
 
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.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
 
#RickRule #Commodities #MiningStocks #Silver #Gold #Copper #Uranium #Lithium #EnergyCrisis #MacroEconomics #Investing #StockMarket #NaturalResources #ETFs #CreditRisk #Inflation #ResourceInvesting #PreciousMetals #OilMarkets #LiquidityCrisis #SteveBarton #InItToWinIt

Matt Warder is the founder of Sea Wolf Research and a leading expert in coal, metals, and global supply chains.
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Recording Date 4-22-2026. In this episode, he breaks down the critical differences between thermal and metallurgical coal while revealing why both are essential to global growth. He explains how energy demand continues to rise despite the narrative around coal's decline and why supply constraints are the real story. The conversation highlights how coal remains deeply embedded in electricity generation and steel production worldwide. Warder sets the stage for a major shift in how investors should think about energy markets.
Matt moves into the powerful macro forces shaping coal markets, including geopolitical tensions, supply destruction, and rising input costs like diesel. Matt outlines how disruptions in global gas supply and conflict-driven shocks are pushing demand back toward coal, creating a structural floor for prices. He emphasizes the importance of seasonal cycles and explains how current price action could define the baseline for the next decade. The episode also explores how inflationary pressures will ripple across energy and materials, driving long-term upside volatility. Investors are urged to focus on key benchmarks and timing cycles correctly to capitalize on the opportunity.
Key Insights in this episode
✅ Coal demand is stable to rising while supply remains extremely constrained
✅ Thermal coal powers electricity while metallurgical coal is essential for steel production
✅ Diesel costs are a major driver of mining expenses and set price floors
✅ Global gas supply disruptions are forcing increased reliance on coal
✅ Shoulder season creates predictable short-term price weakness and buying opportunities
✅ Long-term trend points to energy driven inflation and rising commodity prices
 
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series 
Rule Symposium 2026
Rule Classroom (Free) 
Rule Classroom Plus (2 Free Months) 
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
 
Chapters
00:00 Matt Warder On Coal And Commodity Markets
01:14 Thermal Coal Vs Met Coal Basics
03:23 Supply Demand Outlook For Coal
05:50 Iran Conflict And The New Coal Bull Case
11:49 API2 And Global Thermal Coal Pricing
15:21 Common Mistakes In Coal Stock Investing
17:17 Best Indicators For Tracking Coal
21:16 How To Follow Matt Warder
22:21 Premium Discussion On Top Coal Stocks
 
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.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
 
#MattWarder #CoalMarkets #EnergyCrisis #ThermalCoal #MetCoal #Commodities #Inflation #GlobalEnergy #MiningStocks #SteelProduction #EnergyTransition #MacroTrends #SupplyChain #NaturalGas #OilMarkets #CoalStocks #Investing #Trading #Geopolitics #MarketOutlook #SteveBarton #InItToWinIt

Clem Chambers is a veteran market commentator, investor, and longtime Forbes contributor known for his contrarian and highly practical views on global markets.
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Recording Date 4-21-2026. In this episode, he breaks down the current environment as chaotic and largely uninvestable due to political instability and aggressive liquidity intervention. Drawing from decades of experience starting as a child trader in commodities, he explains how today's markets are increasingly shaped by central bank actions rather than fundamentals. Chambers emphasizes that massive liquidity injections are quietly driving price movements across assets. His perspective blends macro insight with real-world trading experience, offering a rare look at how seasoned investors actually navigate volatility.
Clem dives into how injected liquidity flows through the financial system, eventually creating bubbles in unexpected sectors like rare earths or niche equities. He highlights the importance of spotting early "blips" in charts that signal institutional accumulation before mainstream attention arrives. On gold and silver, he stresses disciplined accumulation and selling into vertical spikes rather than emotional buying. He also expresses growing skepticism toward crypto due to security risks and changing market structure dominated by institutions. Ultimately, he reinforces that investing is a skill game where discipline, research, and avoiding being "exit liquidity" determine long-term success.
 
Key Insights in this episode
✅ Markets are being driven by hidden liquidity injections from central banks and treasuries
✅ Liquidity floods create delayed bubbles across sectors rather than instant price spikes
✅ The best opportunities come from spotting early chart "blips" before mainstream attention
✅ Gold should be accumulated slowly and sold into vertical hype-driven moves
✅ Crypto is becoming riskier due to institutional control and rising security threats
✅ Successful investing requires skill, discipline, and avoiding emotional or hype-driven trades
 
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series 
Rule Symposium 2026
Rule Classroom (Free) 
Rule Classroom Plus (2 Free Months) 
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
 
Chapters
00:00 Clem Chambers Early Investing Story
06:04 Macro Chaos And Market Conditions Today
09:34 V Shaped Recovery And Market Intervention
13:19 Capital Allocators And Liquidity Flow Explained
16:36 Finding Opportunities In Liquidity Driven Markets
21:58 Rare Earth Opportunity And ETF Breakdown
24:13 Gold And Silver Strategy And Market Behavior
28:05 Bitcoin Cycles And Selling Strategy
31:29 Bitcoin Halving Cycle And Market Timing
38:16 Advice For Retail Investors And Wealth Building
45:35 Where To Follow Clem Chambers
47:13 Premium Topics Rare Earths AI Copper And Inflation
 
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.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
 
#ClemChambers #MacroInvesting #StockMarket #Gold #Silver #Bitcoin #RareEarths #Commodities #FederalReserve #Liquidity #Inflation #TradingStrategy #InvestingTips #FinancialMarkets #AICommodities #Copper #MarketCrash #WealthBuilding #ETFInvesting #CryptoRisks #SteveBarton #InItToWinIt

In this week's Monday Market Moves, I break down the latest market action alongside insights tied to Rick Rule's upcoming Copper Bootcamp, where I continue to track what I believe is a developing multi-year copper bull market.
👉 Copper Bootcamp
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Recorded on 4-17-2026. I walk through a surprising 4.5% surge in the S&P 500 that pushed us to new all-time highs, completely invalidating my previous downside expectation. At the same time, the U.S. dollar continues to weaken under heavy resistance while yields show a potential setup for higher moves ahead. Across commodities, I highlight continued strength in silver and copper, early bullish signals in uranium, and emerging breakouts in nickel, all pointing toward a broader commodities-driven macro trend.
From there, I dig deeper into tactical positioning and what I expect next. Gold is showing resistance near key levels while silver is outperforming and approaching a potential breakout. Copper is consolidating just below major resistance with strong upside potential, and uranium continues to strengthen as global energy security concerns grow. In energy markets, oil shows short-term bearish patterns while natural gas forms a textbook double bottom reversal. I close by emphasizing caution despite bullish momentum, as I believe we may be entering a blow-off top scenario in equities and that holding extra cash could be critical for the next major opportunity.
 
Key Insights in this episode
✅ S&P 500 up 4.5% hitting new all-time highs with resistance near 7150 and 7400
✅ U.S. dollar down 0.5% with heavy resistance signaling continued weakness
✅ Gold up 1.9% facing resistance near 5050 to 5100 with support near 4000
✅ Silver up 7% outperforming gold with potential breakout toward 90
✅ Copper up 3.9% consolidating below 6.15 with upside toward 6.58 highs
✅ Uranium up 1.8% with ~10% gains and 80.5M pounds removed from supply
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series 
Rule Symposium 2026
Rule Classroom (Free) 
Rule Classroom Plus (2 Free Months) 
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
 
Chapters
00:00 Invitation To Copper Bootcamp
00:46 S&P500 Breakout And Fibonacci Targets
04:31 Gold Resistance And Buying Strategy
07:37 Silver Surge And Ratio Shift
11:08 Copper Setup And Bullish Outlook
12:50 Uranium Supply And Energy Thesis
14:49 Oil Bear Flags And Market Direction
20:33 Natural Gas Double Bottom Signal
21:37 Platinum And Precious Metals Outlook
23:44 Nickel Breakout And Supply Shock
25:17 Bitcoin Rally And Bearish Structure
 
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.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
 
#SteveBarton #RickRule #SP500 #Gold #Silver #Copper #Uranium #Oil #NaturalGas #Nickel #Bitcoin #Commodities #MacroTrends #Investing #StockMarket #EnergyCrisis #Inflation #Trading #PreciousMetals #Crypto #SteveBarton #InItToWinIt