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Sean Brodrick – A Focus On The Rally In Energy And Resource Stocks

Cory
October 5, 2022

Sean Brodrick, Natural Resource Analyst at Weiss Ratings and Editor of the Wealth Wave website joins us to share his investing strategy now that the markets have rebounded to start Q4. We focused on a variety of resource sectors while Sean guides us to the areas he think have the most upside. Sean points us to a couple sectors that have continues to run higher, under the radar.

 

 

 

Click here to visit the Wealth Wave website to keep up to date with Sean’s market comments.

 

Shad and I are attending the upcoming New Orleans Investment Conference on October 12-15. We love to see you there! It’s a great way to meet company management and spend some time in New Orleans. Click the link below to register and please let us know if you will be there so we can meet up.

Click here to find out more about the conference.

Discussion
18 Comments
    Oct 05, 2022 05:57 AM

    Turn Off CNBC and Watch Real Yields

    By Michael Lebowitz | October 5, 2022

    “Today, real yields, or the bond yield less inflation expectations, helps explain the movement of many assets. If we are to form reasonable expectations for stocks, commodities, the dollar index, and gold prices, we best have an opinion on where real yields are going.”

    “In this article, we share evidence supporting the recent strong relationship between real yields and risk assets…”

    https://realinvestmentadvice.com/turn-off-cnbc-and-watch-real-yields

    Oct 05, 2022 05:25 AM

    I wonder if Joe understands that he should now BUY, BUY, BUY like I told him recently.
    SLV was down 5% this morning but is now down 2%…
    https://stockcharts.com/h-sc/ui?s=SLV&p=D&yr=0&mn=9&dy=0&id=p18110387216&a=1263427695

      Oct 05, 2022 05:01 PM

      Matthew,

      It seems every time we get the super bearish sell sell sell indicators, hence joe, we mark some type of bottom. I’m convinced it’s payed pal and motives. I get a chuckle.

      By the way thanks for the beautiful chart on Brixton the other day and also notes that you mentioned for the viewers that we could have a pull back since some of them always knock you on the always going higher lol.

      Any thoughts on Scorpio? Someone must have given it a dose of volume and no volume at all.. can we say total bottom? Lol

      Thanks

    Oct 05, 2022 05:30 AM

    Fork resistance marked yesterday’s high for SILJ:SPY and it is now over 2% off this morning’s low.
    https://stockcharts.com/h-sc/ui?s=SILJ%3ASPY&p=D&yr=1&mn=7&dy=0&id=p43314360215&a=1261790219

    Oct 05, 2022 05:34 AM

    The bulls are in control but it will be awhile before the herd figures that out.
    https://stockcharts.com/h-sc/ui?s=GDXJ&p=D&yr=2&mn=7&dy=0&id=p71327060569&a=1214950952

      Oct 05, 2022 05:02 PM

      Time to get out Ditto!

      Plus 10 as Jerry and ex would say… Rarely are tens given lol.

    BDC
    Oct 05, 2022 05:35 AM

    Trend Strength: https://tinyurl.com/4ypebbv9
    Possible NatGas Bottom (Added KOLD)
    Gold Target Range: 1734-1767

      BDC
      Oct 05, 2022 05:05 PM

      https://postimg.cc/mPKfHKF2
      Dollar Index (8 Hour)
      EUR-USD (Hourly)
      Target 1.02

        Oct 05, 2022 05:17 PM

        Hey bdc

        That does not count! You placed your order at 1.02 after i posted mine? You didn’t respond to me..

        Here’s a song.. nah nah nah nah nah nah nah hey hey hey goodbye lol.. just kidding

        But I called it primero my friend

        🙂 Glen

        BDC
        Oct 05, 2022 05:40 PM

        Glen – The 1.02 pertains to the EUR-USD pair (upper right corner in Desktop screenshot above) which I use along with DXY. It is really an extreme target (78.6%). More likely is the 61.8% area (~1.004). I trade NatGas ETFs. Currency stuff is for reference only. – BDC

    Oct 05, 2022 05:09 PM

    Bdc,

    Thanks for your continuous charts on the dollar etc..

    Not sure if you follow what I say but my last previous post had dollar max at 1.12 and it ran it as a bullish trap I would say. I believe I called it correctly as I don’t see upside here but a correction as low as 1.02-1.05..two months correction. The fools don’t realize the miners already have diverged 😉

    The dollar will make one more high

    Glen!

    Your welcome 🙂

      BDC
      Oct 05, 2022 05:29 PM

      Sure thing, Glen.
      I’m looking for consolidation in the 109 area,
      where future direction could become clearer.
      BDC

    Oct 05, 2022 05:27 PM

    I called it 100% perfect!

    For those who insult me and can’t stand me!

    My brixton correction call to the tea at .15 lol. You dumb fools should learn from others instead of asking for help from one person. Everyone knows you should learn from everyone. 😉

    What a reversal and my call remains when green had us going way lower and i said higher.. learn the charts and share there is not one wrong person there is many including moi!

    Brixton higher!!! For those who sold recently as of yesterday, wrong move 🤷‍♂️

    Oct 05, 2022 05:34 PM

    Silver is almost guaranteed to test its 200 dma, even if it ultimately rolls over and makes a lower low.

    The 200 dma and 50 WMA are more or less the same thing, both coming it at about $22. That will be the first real test for silver.

    If it manages to blow through the 50 WMA, then the big one for me is the 100 WMA, around $23.80. I honestly do not think silver will manage to sustainably break out above that declining MA, although it could certainly attempt to fool loads of people by overshooting, perhaps substantially, for a week or two before reversing back down.

    I would love to be wrong about silver, but the 100 WMA and 200 WMA are too far apart at this point and the 100 WMA is clearly in decline. 99.9% of the time, that resolves with those two MAs getting very close to each other or crossing over eventually.

    If silver were to rally like 2008 and actually manage to get the 100 WMA to flatten out, I think it will be well into 2024 before silver will be able to break out above $28, since the 200 WMA is only gradually rising (unlike in 2008, when it was steeply rising to meet the flat 100 WMA). Ironically, the stronger silver is over the next 6 months, the longer the consolidation will take, IMO.

    All that being said, I think the the silver miners will handily outperform silver for the next couple of years.

      Oct 06, 2022 06:24 AM

      Green,

      Thanks for your views. I’m really glad you mentioned the out performance of the miners because I think they have begun already.

      Cheers