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"$CL crude oil is one of the most hated commodities in the market And that makes it extremely attractive here But some warning for $SPY $QQQ: - As $GC gold rallies without Copper and Crude what are markets really telling us - $IVE / $IVW spreads sinking with no Crude rally say the same Market aren't buying the growth story and why would they There's no EPS growth to sustain current valuations it's all about inflation and AI spending at this point ☕"
X Link @InvestiBrew 2025-10-17T00:12Z 3754 followers, XXX engagements
"The average consumer is tapped out It's only the affluent that keep the spending going and credit lines churning interest charges With $IVE / $IVW spreads falling without a $CL crude oil rally markets are in tune with the times No real economic growth besides inflation and AI investment Also why $GC gold is rallying without Copper following ☕"
X Link @InvestiBrew 2025-10-16T23:58Z 3753 followers, 1717 engagements
"Third consecutive week of accelerating $CL crude oil stocks With $GC gold rallying without Copper and Oil following I don't think that markets are buying the growth assumptions $SPY $QQQ make today Especially as $IVE / $IVW decoupled from oil as well So can this inventory increase be an expectation for a rebound ☕"
X Link @InvestiBrew 2025-10-16T16:11Z 3755 followers, XXX engagements
"Two years ago there were many reasons to buy $GC gold Today Not so much We have gold rallying with $CL crude oil and copper falling behind Also $IVE / $IVW spreads decoupling from fundamental relationships to other growth assets Conclusion $SPY $QQQ trade at all-time high valuations not founded on actual EPS growth but just inflation expectations All this changes with a $DXY dollar rally ☕"
X Link @InvestiBrew 2025-10-15T23:05Z 3754 followers, 1521 engagements