According to Tom Emmer, the Women’s Breakfast Social Series was an opportunity to engage with Congressional staff and industry leaders, focusing on innovation in the food and fuel sectors. This gathering emphasized the role these industries play in the broader economy, which could impact investment strategies in related commodities and technology sectors. Source: Tom Emmer's Twitter.

According to The Kobeissi Letter, President Trump announced a rare earths deal with Ukraine, which is expected to be signed shortly. This development could impact the supply chain and market prices of rare earth elements, which are critical in various high-tech industries. Traders may see potential price fluctuations in related commodities and stocks as the agreement progresses.

According to The Kobeissi Letter, President Trump has announced that a rare earths deal with Ukraine has been reached and is expected to be signed shortly. This development could impact global trading markets, particularly for commodities and rare earth minerals, as it may influence supply chains and availability. Traders should monitor the situation closely for further updates and potential shifts in market dynamics.

According to The Kobeissi Letter, volatility has officially returned to the markets. However, technical levels for stocks, commodities, bonds, and crypto have been trading incredibly clearly in 2025. The Kobeissi Letter offers premium analysis and alerts for those interested in trading these conditions.

According to The Kobeissi Letter, the polarized positioning in stocks, commodities, and cryptocurrencies is leading to increased market volatility. Specifically, net long positioning in gold has seen a significant rise, with short positioning at its lowest since the pandemic in 2020. This shift has resulted in a short squeeze, driving gold prices up by 50% over the past year.

According to The Kobeissi Letter, their premium members have successfully capitalized on multiple long positions in gold, including buying on dips throughout 2025. The firm noted that they had predicted gold prices to surpass $2950, a target that was achieved last week. The Kobeissi Letter emphasizes that commodities, particularly gold, have been highly profitable in the current market landscape. This analysis suggests a strong bullish trend for gold, which could influence trading strategies focusing on commodity investments.

According to Mihir (@RhythmicAnalyst), the Michigan Inflation Expectation survey has reported a significant rise in inflation expectations, with the figure reaching 4.3% compared to 3.3% last month. This increase suggests a potential return to inflation levels reminiscent of the 1970s, which could influence trading strategies, particularly in inflation-sensitive markets such as commodities and bonds.

According to The Kobeissi Letter, their premium members capitalized on the decline in oil prices by taking short positions starting January 10th. They initially took profits and then re-entered shorts at $72.50, which are currently yielding a 3.5% gain. This indicates a high tradability in commodities, particularly in oil trading strategies.

According to Michaël van de Poppe, current valuations for commodities and cryptocurrencies are reminiscent of those seen in 1971 and 2000, indicating they are extremely undervalued. He anticipates a significant upside and expects these asset classes to enter a 10-year bull market.