# ![@cycle_strategy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1370859790004539397.png) @cycle_strategy Cycle Investment Strategy

There is growing optimism in the energy and commodity sectors, particularly in offshore energy stocks like $RIG and $VAL, which are showing strong performance and bullish setups. Additionally, Brazilian equities and emerging markets are also gaining attention due to low PE ratios and potential breakouts, with $EWZ recently breaking out of a decade-long descending triangle. Several high-conviction investment plays are being shared, including opportunities in Latin America and commodities like oil and silver.

### Engagements: [-----] [#](/creator/twitter::1370859790004539397/interactions)
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- [--] Year [---------] -65%

### Mentions: [--] [#](/creator/twitter::1370859790004539397/posts_active)
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- [--] Week [--] -27%
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### Followers: [-----] [#](/creator/twitter::1370859790004539397/followers)
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### CreatorRank: [-------] [#](/creator/twitter::1370859790004539397/influencer_rank)
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### Social Influence

**Social category influence**
[finance](/list/finance)  98% [countries](/list/countries)  27% [stocks](/list/stocks)  15% [cryptocurrencies](/list/cryptocurrencies)  10% [exchanges](/list/exchanges)  3% [fashion brands](/list/fashion-brands)  2% [currencies](/list/currencies)  2% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[breakout](/topic/breakout) #648, [strong](/topic/strong) 16%, [in the](/topic/in-the) 13%, [link](/topic/link) 10%, [china](/topic/china) 10%, [bullish](/topic/bullish) 10%, [stocks](/topic/stocks) 9%, [we are](/topic/we-are) 8%, [$rig](/topic/$rig) #17, [brazil](/topic/brazil) 7%

**Top accounts mentioned or mentioned by**
[@tradingstonk3](/creator/undefined) [@cyclestrategy](/creator/undefined) [@epsilon2capital](/creator/undefined) [@ftcommodities](/creator/undefined) [@arminhartl](/creator/undefined) [@contrarian8888](/creator/undefined) [@isaacpalmquist](/creator/undefined) [@eliantcapital](/creator/undefined) [@lukegromen](/creator/undefined) [@lynaldencontact](/creator/undefined) [@newscientist](/creator/undefined) [@kacperpkch](/creator/undefined) [@zerohedge](/creator/undefined) [@crowdedmktrpt](/creator/undefined) [@stoolpresidente](/creator/undefined) [@marketprophit](/creator/undefined) [@admagazzu](/creator/undefined) [@palsouresh](/creator/undefined) [@shiektal](/creator/undefined) [@sphaeraresearch](/creator/undefined)

**Top assets mentioned**
[Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [GRUPO AVAL ACCIONES Y VALORES S.A. (AVAL)](/topic/$aval) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Ecopetrol S.A (EC)](/topic/$ec) [PolkaBridge (PBR)](/topic/$pbr) [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [Hecla Mining Company (HL)](/topic/$hl) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Biggg day for $VAL the stock is up around 27% today after news that $RIG will acquire #Valaris in an all-stock deal. Unexpected to be honest but it answers the question from our last post about a potential breakout above the 200MA 😉 It also shows that the #offshore sector is coming back to life #oil Another attempt by $VAL to break through the 200MA lets see if we can close the week above it. No rush though; pullbacks can still offer good entry opportunities if youve missed it so far. Theres still a long road ahead to the upside #oil #offshore https://t.co/ySUM6PQ98l Another attempt by $VAL"  
[X Link](https://x.com/cycle_strategy/status/2020905531188142496)  2026-02-09T16:59Z [----] followers, [----] engagements


"Live model portfolio of the Cycle Investment Strategy Report sitting at 13.46% YTD after 104% in [----]. Drivers of the performance are our offshore exposure with VAL & RIG"  
[X Link](https://x.com/anyuser/status/2021222622844133381)  2026-02-10T14:00Z [----] followers, [----] engagements


"Pretty much the scenario we outlined for $GPRK if no new offer came from $PXT which was now confirmed. Selling volume isnt extreme and the stock is currently backtesting an important range. It will be interesting to see whether it holds here #oil #GeoPark $GPRK update: GeoParks chart looks good: Weinstein Stage [--] uptrend breakout on high volume and the #stock is trending impulsively. Q3 numbers were solid and satisfactory given #oil prices lower than in the prior-year quarter. The rise was mainly driven by takeover https://t.co/SPthNbngwU $GPRK update: GeoParks chart looks good: Weinstein"  
[X Link](https://x.com/cycle_strategy/status/1999226657974956043)  2025-12-11T21:15Z [----] followers, [----] engagements


"@ftcommodities imagine believing in that narrative"  
[X Link](https://x.com/cycle_strategy/status/2021874232263692701)  2026-02-12T09:09Z [----] followers, [---] engagements


"You might think this is some kind of momentum stock but its really just $EWZ finally attracting some interest. And if this is already happening in the Brazilian index you can imagine what could follow for a long list of interesting stocks in the sector. #EmergingMarkets #Brazil $EWZ continues its breakout the event around #Venezuela is not only an economic tailwind for the country itself but also for the entire region. The country shares long borders with #Colombia and #Brazil which are likely to be among the first to benefit from a strengthening https://t.co/2smTYPtHJX $EWZ continues its"  
[X Link](https://x.com/cycle_strategy/status/2014401163890978830)  2026-01-22T18:13Z [----] followers, 13.3K engagements


"@tradingstonk3 Since [--] right"  
[X Link](https://x.com/cycle_strategy/status/2021563969346175034)  2026-02-11T12:36Z [----] followers, [--] engagements


"A small snippet from our report last Sunday momentum #trading can be a great diversification tool but besides your strategy patience and the right market regime are what really make the difference. While some setups appeared over the past few days the elevated volatility makes proper risk management pretty difficult. For now were happy to stay patient and wait for smoother conditions before stepping back in risk management always comes first. https://twitter.com/i/web/status/2022003705449517248 https://twitter.com/i/web/status/2022003705449517248"  
[X Link](https://x.com/cycle_strategy/status/2022003705449517248)  2026-02-12T17:43Z [----] followers, [----] engagements


"$EC another beautiful emerging market #oil stock with huge potential over the coming years. Definitely one to keep on the radar. A breakout from a multi-year triangle combined with strong buying volume is exactly the kind of price action we like to see very constructive going forward #EmergingMarkets #ecopetrol #colombia https://twitter.com/i/web/status/2022369437878243343 https://twitter.com/i/web/status/2022369437878243343"  
[X Link](https://x.com/cycle_strategy/status/2022369437878243343)  2026-02-13T17:57Z [----] followers, 20.7K engagements


"Another attempt by $VAL to break through the 200MA lets see if we can close the week above it. No rush though; pullbacks can still offer good entry opportunities if youve missed it so far. Theres still a long road ahead to the upside #oil #offshore $VAL update: As outlined earlier the 200-week moving average indeed acted as resistance. Even though it first looked like wed push straight through the price quickly slipped back below. Some consolidation here is nothing to worry about and rather an opportunity to build a https://t.co/YxOsXJM8wG $VAL update: As outlined earlier the 200-week moving"  
[X Link](https://x.com/cycle_strategy/status/2016211615771730391)  2026-01-27T18:08Z [----] followers, [----] engagements


"$RIG with another strong day (+7%) zooming out puts into perspective just how early we are in this cycle. Weve also seen some significant buying volume over the past months which is a great sign #offshore #oil Strong day for $RIG with a simply beautiful chart #oil #offshore https://t.co/yn3PXTSvR3 Strong day for $RIG with a simply beautiful chart #oil #offshore https://t.co/yn3PXTSvR3"  
[X Link](https://x.com/cycle_strategy/status/2019148622152048809)  2026-02-04T20:38Z [----] followers, 13.7K engagements


"$RIG x $VAL - in all stock deal We didnt expect that one; two #offshore names we've been holding and covering since the lows in April [----]. They delivered some amazing returns and this deal gives #Transocean pretty much a monopoly in the sector #oil Big news in Offshore as $RIG is acquiring $VAL in an all stock deal. https://t.co/x5ltuHCUH3 Big news in Offshore as $RIG is acquiring $VAL in an all stock deal. https://t.co/x5ltuHCUH3"  
[X Link](https://x.com/cycle_strategy/status/2020847470050160751)  2026-02-09T13:09Z [----] followers, [----] engagements


"$XLE - on the monthly chart the significance of the breakout of the past two weeks becomes particularly clear. We are currently breaking out of an 18-year consolidation zone in #oil stocks. Massive upward moves are possible after breakouts from such long-term consolidation zones especially against the backdrop that #energy is among the least held sectors. $XLE had a massive week and capital is increasingly rotating into this area. The fact that the sector continued to rise together with the overall market on Friday and went out of trading at daily and weekly highs is an extremely bullish sign"  
[X Link](https://x.com/cycle_strategy/status/2021271435595932064)  2026-02-10T17:13Z [----] followers, 10.7K engagements


"$ILF is holding up strong another great sign is the heavy buying volume over the past weeks highlighting the growing attention the sector is getting. A pullback at some point is to be expected but the long-term trend remains clear. #EmergingMarkets #LatAm $ILF is clearly starting to attract attention now completely unfazed by todays volatility as well and continuing to grind higher. #EmergingMarkets #LatAm #Brazil https://t.co/jldSdJfOvV $ILF is clearly starting to attract attention now completely unfazed by todays volatility as well and continuing to grind higher. #EmergingMarkets #LatAm"  
[X Link](https://x.com/cycle_strategy/status/2021320941729448109)  2026-02-10T20:30Z [----] followers, [----] engagements


"Agreed - $PBR with a great chart. The higher timeframes really show the bigger picture and even though Petrobras has already had a strong run there still appears to be much more upside ahead #EmergingMarkets #oil #brazil $PBR perspectives https://t.co/jHvRtt0CML $PBR perspectives https://t.co/jHvRtt0CML"  
[X Link](https://x.com/cycle_strategy/status/2021666841098432799)  2026-02-11T19:25Z [----] followers, 21.3K engagements


"$RIG and $VAL with another strong day rallying 10% each after yesterday's very small setback Momentum is clearly building as the offshore cycle accelerates. Next week should be interesting as both report earnings on Feb [--] well keep you updated #offshore #oil"  
[X Link](https://x.com/cycle_strategy/status/2021696641548288259)  2026-02-11T21:23Z [----] followers, [----] engagements


"If $MSTR goes bust we will buy bitcoin"  
[X Link](https://x.com/cycle_strategy/status/2021857808908521472)  2026-02-12T08:04Z [----] followers, [----] engagements


"Important read covering the high volatility weak indices and two acquisitions: $RIG buying $VAL of course but also another interesting acquisition by a promising #EmergingMarkets stock that some may have missed #oil #offshore New weekend report out for the subs Check your inbox or the link below Have a great Sunday and start to the week. To our US friends enjoy your day off tomorrow https://t.co/ZI5cDtBGay New weekend report out for the subs Check your inbox or the link below Have a great Sunday and start to the week. To our US friends enjoy your day off tomorrow https://t.co/ZI5cDtBGay"  
[X Link](https://x.com/cycle_strategy/status/2023064712695423324)  2026-02-15T15:59Z [----] followers, [----] engagements


"$LULU Our bet on the comeback of the US consumer is off to a great start. Now Elliott is pushing for a new ceo and probably some more of those buybacks as the balance sheet is super healthy Subs check your inbo or the link below we are entered a new investment https://t.co/mZuCaODC3J Subs check your inbo or the link below we are entered a new investment https://t.co/mZuCaODC3J"  
[X Link](https://x.com/cycle_strategy/status/2001669118458561015)  2025-12-18T15:01Z [----] followers, [----] engagements


"Soon many will bet on the US consumer again. $LULU Bessent Forecasts 'Substantial' Tax Refunds Real Wage Increases Next Year https://t.co/qOfRy424kb Bessent Forecasts 'Substantial' Tax Refunds Real Wage Increases Next Year https://t.co/qOfRy424kb"  
[X Link](https://x.com/cycle_strategy/status/2001674119360774601)  2025-12-18T15:21Z [----] followers, [----] engagements


"@Armin_Hartl @contrarian8888 Management of RIG is super underrated mngmt of VAL is overrated - but its the safe play"  
[X Link](https://x.com/cycle_strategy/status/2001683437002887331)  2025-12-18T15:58Z [----] followers, [---] engagements


"$ILF - It might not feel like it yet but this sector is likely to be a major driver of portfolio performance in the years ahead as the rotation out of U.S. equities continues to gain momentum #emergingmarkets #LatAm #Commodities $ILF continues to push higher and also showed strength despite the recent volatility. Short-term pullbacks are normal and expected while the long-term direction remains super clear. Thats why we also prefer to zoom out so much for the #LatAm case since it is a multi-year play https://t.co/VX3FU5eulK $ILF continues to push higher and also showed strength despite the"  
[X Link](https://x.com/cycle_strategy/status/2002785739768295547)  2025-12-21T16:58Z [----] followers, 16.5K engagements


"You have to become a cycle investor to capture the unevenly distributed return phases across asset classes and stitch their respective uptrends together into your P&L. Simply being in the market is no longer enough. Productivity-driven returns have largely disappeared eroded by an exploding currency base that actively disincentivizes real innovation. Aka gold has murdered the S&P this century Do you understand https://t.co/pvP5YPv5iU Do you understand https://t.co/pvP5YPv5iU"  
[X Link](https://x.com/cycle_strategy/status/2002801386656850113)  2025-12-21T18:00Z [----] followers, [----] engagements


"@isaac_palmquist all comes down to the understanding of inflation in consensus economics"  
[X Link](https://x.com/cycle_strategy/status/2002804503423447420)  2025-12-21T18:12Z [----] followers, [----] engagements


"$SBSW up over 220% since May and not even following the arc anymore - just moving straight up ;) This is exactly what we love to see when a roadmap finally plays out after months of consolidation. Still remember the frustration of many investors in the stock calling for even lower prices #PGMs #Sibanye #Gold Whats better than [--] Arc. [--] Arcs Long-term view for $SBSW - this is where the journey will eventually go. Laying it out here just as a roadmap for visualization and to put into perspective how early we are #sibanye #commodity #gold #copper #PGMs #mining https://t.co/ZfD1XHEK8c Whats better"  
[X Link](https://x.com/cycle_strategy/status/2003227041798238214)  2025-12-22T22:11Z [----] followers, [----] engagements


"Quick update on $HL with an absolutely crazy chart. Didnt expect it to go that straight up after leaving its range. The stock is now reaching some pretty overbought levels on the monthly which might be a decent time to secure some gains. #silver #hecla #mining $XAGUSD Looks like $HL has finally broken out of its range big move for #Hecla with some of the strongest buying volumes ever seen #silver #mining https://t.co/H7rEiy4Jfi Looks like $HL has finally broken out of its range big move for #Hecla with some of the strongest buying volumes ever seen #silver #mining https://t.co/H7rEiy4Jfi"  
[X Link](https://x.com/cycle_strategy/status/2003566517892624527)  2025-12-23T20:40Z [----] followers, [----] engagements


"The latest BofA report shows positioning has become even more extreme cash levels among fund managers have fallen to just 3.3% the lowest on record. In an environment where the broader market is moving sideways less may be more and smart sector selection is becoming increasingly important. https://twitter.com/i/web/status/2005731080406536233 https://twitter.com/i/web/status/2005731080406536233"  
[X Link](https://x.com/cycle_strategy/status/2005731080406536233)  2025-12-29T20:02Z [----] followers, [----] engagements


"$MCHI China is breaking out one of our conviction trades for this year (no paywall). Happy New Year Our Year-End Report is out and this time with no paywall. We hope you enjoy reading it with a coffee to help cure the hangover. Link below. Wishing you a great start to the new year https://t.co/MAcSPpn9He Happy New Year Our Year-End Report is out and this time with no paywall. We hope you enjoy reading it with a coffee to help cure the hangover. Link below. Wishing you a great start to the new year https://t.co/MAcSPpn9He"  
[X Link](https://x.com/cycle_strategy/status/2007145828260147501)  2026-01-02T17:43Z [----] followers, [----] engagements


"The geopolitical event surrounding #Venezuela has the potential to really kick-start the #LaAm rally Neighboring countries such as Colombia and Brazil are likely to be the first to benefit from a strengthening Venezuelan economy. LatAm Equities Big Breakout Are we on the cusp of a golden decade for Latin America https://t.co/uYnLlhcYK3 LatAm Equities Big Breakout Are we on the cusp of a golden decade for Latin America https://t.co/uYnLlhcYK3"  
[X Link](https://x.com/cycle_strategy/status/2008244731780931685)  2026-01-05T18:30Z [----] followers, [----] engagements


"With #LatAm breaking out and finally getting some attention whats your favorite play in the sector #EmergingMarkets $ILF - It might not feel like it yet but this sector is likely to be a major driver of portfolio performance in the years ahead as the rotation out of U.S. equities continues to gain momentum #emergingmarkets #LatAm #Commodities https://t.co/2pOMkn47o6 $ILF - It might not feel like it yet but this sector is likely to be a major driver of portfolio performance in the years ahead as the rotation out of U.S. equities continues to gain momentum #emergingmarkets #LatAm #Commodities"  
[X Link](https://x.com/cycle_strategy/status/2008662087778922699)  2026-01-06T22:08Z [----] followers, [----] engagements


"Why #China could become a big equity story in this coming year - A thread 🧵 China is quietly setting up for a major equity re-rating. Several macro tailwinds are lining up at once from currency dynamics to capital flows and industrial positioning. Heres why:"  
[X Link](https://x.com/cycle_strategy/status/2008958311048298829)  2026-01-07T17:46Z [----] followers, [----] engagements


"1/ First Chinese equities historically respond strongly to periods of #US industrial outperformance. When US industrials lead it signals a global manufacturing upcycle and #China remains deeply leveraged to that theme"  
[X Link](https://x.com/cycle_strategy/status/2008958315280388520)  2026-01-07T17:46Z [----] followers, [---] engagements


"8/ Another potential game-changer: #currency strategy. Both US and Chinese policymakers are increasingly discussing a weaker #USD but in Beijing theres also growing support for allowing a stronger #Yuan to boost domestic consumption and reduce export dependence"  
[X Link](https://x.com/cycle_strategy/status/2008958333320114203)  2026-01-07T17:46Z [----] followers, [---] engagements


"9/ Historically Chinese #equities react very positively to yuan appreciation. A stronger currency would likely accelerate capital inflows and support the transition toward a more internally driven growth model"  
[X Link](https://x.com/cycle_strategy/status/2008958336885256621)  2026-01-07T17:46Z [----] followers, [---] engagements


"One key development last year was the massive underperformance of #US equities. The U.S. was outperformed by almost all other markets a very significant signal especially given that the year was dominated by the AI narrative which is clearly a U.S. equity story. Even the innovation strength of the top U.S. companies wasnt enough to beat international markets - a major rotation has begun $SPY $ILF $MCHI $EWG $INDA https://twitter.com/i/web/status/2009353178731696230 https://twitter.com/i/web/status/2009353178731696230"  
[X Link](https://x.com/cycle_strategy/status/2009353178731696230)  2026-01-08T19:55Z [----] followers, [----] engagements


"@eliant_capital QE with credit card debt coming"  
[X Link](https://x.com/cycle_strategy/status/2010139882782634466)  2026-01-11T00:01Z [----] followers, [---] engagements


"New report out for the subs Check your inbox or the link below. Have a great start to the week"  
[X Link](https://x.com/cycle_strategy/status/2010508337276695016)  2026-01-12T00:25Z [----] followers, [----] engagements


"aand take off $KWEB Why #China could become a big equity story in this coming year - A thread 🧵 China is quietly setting up for a major equity re-rating. Several macro tailwinds are lining up at once from currency dynamics to capital flows and industrial positioning. Heres why: https://t.co/VXpyriyUpL Why #China could become a big equity story in this coming year - A thread 🧵 China is quietly setting up for a major equity re-rating. Several macro tailwinds are lining up at once from currency dynamics to capital flows and industrial positioning. Heres why: https://t.co/VXpyriyUpL"  
[X Link](https://x.com/cycle_strategy/status/2010748397821759798)  2026-01-12T16:19Z [----] followers, [----] engagements


"$SBSW with an absolute banger of a chart The arc was completed in under a year. Good things often take time but once they start moving they tend to move fast. #PGMs #gold #commodities $SBSW up over 220% since May and not even following the arc anymore - just moving straight up ;) This is exactly what we love to see when a roadmap finally plays out after months of consolidation. Still remember the frustration of many investors in the stock calling for even https://t.co/c4XTY5UYu1 $SBSW up over 220% since May and not even following the arc anymore - just moving straight up ;) This is exactly"  
[X Link](https://x.com/cycle_strategy/status/2011187265582579973)  2026-01-13T21:23Z [----] followers, 15.2K engagements


"From the weekend report. We got aggressive on long beta right on time with the subs Trump: Boosting 401ks is very important to me. Trump: Boosting 401ks is very important to me"  
[X Link](https://x.com/cycle_strategy/status/2011200854099984668)  2026-01-13T22:17Z [----] followers, [----] engagements


"Markets love to fool consensus. Geopolitical events might play out as turning points for #oil just not in the way most expect. Historically bullish geopolitical oil events have marked "tops" (Ukraine invasion IsraelIran) while seemingly bearish moments have coincided with bottoms (global lockdowns). Extremes can signal turning points #crude Oil prices are up more than 7% over the past week on concerns of oil supply disruptions and as the "superglut" narrative dissipates https://t.co/G1FHX5Kxlu Oil prices are up more than 7% over the past week on concerns of oil supply disruptions and as the"  
[X Link](https://x.com/cycle_strategy/status/2011202684636831998)  2026-01-13T22:24Z [----] followers, [----] engagements


"Subs check your inbox or the link below we are making changes in the portfolio Have a great day"  
[X Link](https://x.com/cycle_strategy/status/2011470541589279072)  2026-01-14T16:08Z [----] followers, [---] engagements


"$IWM $QQQ big break out of small caps vs. Nasdaq New report out for the subs Check your inbox or the link below. Have a great start to the week https://t.co/fDRQW9VMrx New report out for the subs Check your inbox or the link below. Have a great start to the week https://t.co/fDRQW9VMrx"  
[X Link](https://x.com/cycle_strategy/status/2011471764182687801)  2026-01-14T16:13Z [----] followers, [----] engagements


"Great chart of $AG: Its always fascinating how closely charts tend to rhyme with past moves sometimes all you have to do is follow the roadmap. Full disclosure: we didnt catch the entire move but we hope some of you did #silver Great chart from $AG The multiyear support line gave investors in the past every time after a touch several 100% gains. Strong similarity to the movement of 2013-2016 here is a short comparison https://t.co/zI0Ul3Baj2 Great chart from $AG The multiyear support line gave investors in the past every time after a touch several 100% gains. Strong similarity to the movement"  
[X Link](https://x.com/cycle_strategy/status/2011550224301605280)  2026-01-14T21:25Z [----] followers, [----] engagements


"An interesting development lately is the continued strong breakout of #smallcaps relative to large caps visible in the $IWM / $QQQ ratio. Capital is increasingly rotating out of the #Nasdaq and into smaller #stocks. Even on a volatile day like today small caps are holding up much better https://twitter.com/i/web/status/2013730361365168207 https://twitter.com/i/web/status/2013730361365168207"  
[X Link](https://x.com/cycle_strategy/status/2013730361365168207)  2026-01-20T21:48Z [----] followers, [----] engagements


"@LukeGromen I dont get your point here. The US gov is emitting these bonds not holding them"  
[X Link](https://x.com/cycle_strategy/status/2014025412452536766)  2026-01-21T17:20Z [----] followers, [----] engagements


"Solid start to the year (+62% ytd) in our model momentum trading portfolio catching the bid in small caps and China. 1% risk per trade all changes with live alerts to the subs. The returns are nice but the equity curve of this portfolio is really beautiful. We stack this strategy on top of our private (longterm) investment portfolios using margin thanks to the strict draw down control. New report out for the subs Check your inbox or the link below. Have a great start to the week https://t.co/fDRQW9VMrx New report out for the subs Check your inbox or the link below. Have a great start to the"  
[X Link](https://x.com/cycle_strategy/status/2014107480087818442)  2026-01-21T22:46Z [----] followers, [----] engagements


"All momentum trades now in the take profit for the subs. $BABA and $TMC ripped into their take profit today. [--] weeks in and historic yearly performance of the S&P in the books now back in cash with this strategy. Solid start to the year (+62% ytd) in our model momentum trading portfolio catching the bid in small caps and China. 1% risk per trade all changes with live alerts to the subs. The returns are nice but the equity curve of this portfolio is really beautiful. We stack this https://t.co/KKVWwuRpwj Solid start to the year (+62% ytd) in our model momentum trading portfolio catching the"  
[X Link](https://x.com/cycle_strategy/status/2014384131157754195)  2026-01-22T17:06Z [----] followers, [----] engagements


"We are indeed in the macro cycle were Germany usually gets its shit together again but man I think we are too close to this desaster to be objective or even bullish"  
[X Link](https://x.com/cycle_strategy/status/2014490598498005221)  2026-01-23T00:09Z [----] followers, [--] engagements


"Take a look at $AR (Antero Resources). After a significant drop from the previous highs and the formation of an attractive bottom the stock seems ready to break out from here"  
[X Link](https://x.com/cycle_strategy/status/1696266844250722665)  2023-08-28T21:01Z [----] followers, [----] engagements


"$XAUUSD looks promising here nice consolidation on the weekly with a bullish flag that looks like it is resolving to the upside #gold"  
[X Link](https://x.com/cycle_strategy/status/1874867882376704377)  2025-01-02T17:18Z [----] followers, [---] engagements


"$AVAL within the range of expectations with Q4 earnings. Depends on the source maybe a slight miss. Should not stop the current momentum. $AVAL is up nearly 9% since we shared it with the subs last week and breaking out. Earnings will come tonight lets see where we head from here. Not a fan holding through earnings but since we sit on profits and the expected post earnings vol is low we take it. #colombia https://t.co/neuzBV78mu $AVAL is up nearly 9% since we shared it with the subs last week and breaking out. Earnings will come tonight lets see where we head from here. Not a fan holding"  
[X Link](https://x.com/cycle_strategy/status/1892205644758794544)  2025-02-19T13:32Z [----] followers, [---] engagements


"$AVAL gapping up 75% pre market today. Looks like we got a decent entry with the subs on Thursday #latam Just sent out a buy alert for the subs Link in the comments. https://t.co/uAZhc9yFaW Just sent out a buy alert for the subs Link in the comments. https://t.co/uAZhc9yFaW"  
[X Link](https://x.com/cycle_strategy/status/1916805565449220472)  2025-04-28T10:43Z [----] followers, [----] engagements


"Essential chart of #gold and the broader #commodity index $GSCI - which helps with positioning Over shorter time frames there is an inverse correlation. While $XAUUSD tends to anticipate the movements #oil and other commodities follow. This leads us to the conclusion of a catch-up from other #commodities to gold. https://twitter.com/i/web/status/1924595702568779937 https://twitter.com/i/web/status/1924595702568779937"  
[X Link](https://x.com/cycle_strategy/status/1924595702568779937)  2025-05-19T22:39Z [----] followers, [----] engagements


"$SILJ also on the monthly chart with a potential breakout of the multi-year-long triangle formation. At the same time we see unprecedented buying volume with the RSI in bullish territory. This is the beginning of something big #silver #miners $XAGUSD $SILJ with the break-out as well could see the smaller #silver miners play an explosive catch-up from now on. https://t.co/MCSGWUGXKu $SILJ with the break-out as well could see the smaller #silver miners play an explosive catch-up from now on. https://t.co/MCSGWUGXKu"  
[X Link](https://x.com/anyuser/status/1930381791870816296)  2025-06-04T21:50Z [----] followers, [----] engagements


"Subs check your inbox or the link below. Selling $AVAL and buying a new momentum trade. Have a great start to the week"  
[X Link](https://x.com/cycle_strategy/status/1947298681713004787)  2025-07-21T14:12Z [----] followers, [---] engagements


"$SBSW has increased in value by over 200% since its lows - what a run A few months ago many people thought the #stock was too risky and/or dead. Now its unfolding what many of us have been waiting for - great job to everyone who has it Setbacks are of course still expected but we see further potential in the long term #palladium #platin #PGMs #gold #SouthAfrica #sibanye $SBSW is up over 40% since this post clearly showing that things can move fast once they get going. Of course it won't be a straight line up and there will always be small price consolidations but the arc shows nicely where"  
[X Link](https://x.com/anyuser/status/1948098998352638145)  2025-07-23T19:12Z [----] followers, 17.6K engagements


"$EWZ update: One month later and we may have seen the breakout. On these higher timeframes there is always some leeway but it appears that we might have indeed left the triangle as expected with the monthly closing in August. Time to turn around the underperformance of #Brazil - insane opportunity here in the coming years The long-term picture for $EWZ looks pretty promising. Excited to see when we will get the breakout and where it'll take us. #brazil https://t.co/5KoeDiLW6h The long-term picture for $EWZ looks pretty promising. Excited to see when we will get the breakout and where it'll"  
[X Link](https://x.com/anyuser/status/1962610291369259321)  2025-09-01T20:15Z [----] followers, 32.5K engagements


"#Oil continues to build a solid base. Last week the oil futures formed a bullish flag and closed Friday with a #bullish engulfing candle with the RSI also back in bullish territory (50). We shared the following chart in yesterdays report and dont want to jinx it but todays move fits perfectly so far and a continuation of todays breakout seems likely #Crudeoil That the baton has now passed from #gold to #oil is underscored by the oil-to-gold ratio: last weeks weekly chart showed a #bullish engulfing candle. The ratio still hovers near the lows seen during the [----] pandemic crash. $XAUUSD $WTI"  
[X Link](https://x.com/anyuser/status/1985402369740324971)  2025-11-03T17:43Z [----] followers, 59.2K engagements


"We were transparent about our wins in the last months now its time to be transparent about our losses. We got hit by the -30% gap down in $TAL which brought down the portfolio of the service from +108% YTD to +99% this week. You cant hit them all and a good reminder that commodity investing is tough business. Transparency will always be our main focus https://twitter.com/i/web/status/1989709136058101961 https://twitter.com/i/web/status/1989709136058101961"  
[X Link](https://x.com/cycle_strategy/status/1989709136058101961)  2025-11-15T14:56Z [----] followers, [----] engagements


"$VAL update: As outlined earlier the 200-week moving average indeed acted as resistance. Even though it first looked like wed push straight through the price quickly slipped back below. Some consolidation here is nothing to worry about and rather an opportunity to build a long-term position #offshore #Valaris #oil $VAL is approaching the 200-week moving average after its strong rally and it seems like we may encounter some resistance here before continuing higher #oil #offshore #valaris https://t.co/rn9QMOSJYr $VAL is approaching the 200-week moving average after its strong rally and it seems"  
[X Link](https://x.com/cycle_strategy/status/2001417227585601567)  2025-12-17T22:20Z [----] followers, [----] engagements


"#China is breaking out at the beginning of the year On the weekly chart we see a textbook stage-2 breakout in the China Technology ETF ( $CQQQ ) with a subsequent backtest which now also looks set for further upside on the smaller time frame (daily) - same for $KWEB While everyone is fleeing #Chinese equities the sector actually looks pretty interesting here Were seeing a Stage [--] breakout with a clean backtest currently $KWEB is pretty likely to be leaving the bottoming range its been stuck in since [----] definitely something to keep https://t.co/sxI42btaTw While everyone is fleeing #Chinese"  
[X Link](https://x.com/cycle_strategy/status/2008281060476432777)  2026-01-05T20:54Z [----] followers, [----] engagements


"Colombia sits right next door to Venezuela. Any economic rebound next to the border is a clear spillover trade for Colombia. $COLO just printed the highest single-day volume in its history on Monday. The former strongest economy of South America is getting freed from a socialism and you are not bullish Latam The former strongest economy of South America is getting freed from a socialism and you are not bullish Latam"  
[X Link](https://x.com/cycle_strategy/status/2008659364274753743)  2026-01-06T21:58Z [----] followers, [----] engagements


"10/ Bottom line: Cooling capex pressure + policy liberalization + #commodity tailwinds + potential yuan strength = a setup where #China could re-emerge as a very compelling equity stories globally"  
[X Link](https://x.com/cycle_strategy/status/2008958339745759561)  2026-01-07T17:46Z [----] followers, [----] engagements


"11/ Were still early in this shift but the signals are getting harder to ignore. If the yuan strengthens and capital flows turn Chinese markets could enter a very different phase than the last years. $KWEB $HSI $CQQQ"  
[X Link](https://x.com/cycle_strategy/status/2008958341788348905)  2026-01-07T17:46Z [----] followers, [----] engagements


"One of the key puzzle pieces that led us to our early #China positioning. You can read our full thesis for free in our year-end post link in the comments $MCHI $XLI 1/ First Chinese equities historically respond strongly to periods of #US industrial outperformance. When US industrials lead it signals a global manufacturing upcycle and #China remains deeply leveraged to that theme. https://t.co/0vE0c1lgd7 1/ First Chinese equities historically respond strongly to periods of #US industrial outperformance. When US industrials lead it signals a global manufacturing upcycle and #China remains"  
[X Link](https://x.com/cycle_strategy/status/2010824183429611530)  2026-01-12T21:20Z [----] followers, [----] engagements


"$EWZ continues its breakout the event around #Venezuela is not only an economic tailwind for the country itself but also for the entire region. The country shares long borders with #Colombia and #Brazil which are likely to be among the first to benefit from a strengthening Venezuelan economy #EmergingMarkets $EWZ update: #Brazilian equities sold off sharply on Friday after Flvio Bolsonaro announced his fathers support for his [----] presidential run. Hes widely seen as unpopular lowering expectations for a more conservative market-friendly shift. The reaction came on high volume"  
[X Link](https://x.com/cycle_strategy/status/2011915249562140684)  2026-01-15T21:35Z [----] followers, 34K engagements


"#Oil started the week fairly strong but fell sharply on Thursday after Trump reportedly called off a short-term intervention in Iran. From a technical perspective the chart remains constructive a small flag is forming and the RSI is still in bullish territory. Well keep monitoring how this develops; seasonality also tends to turn more supportive from February onward again. #Crudeoil Seasonality of #oil is increasingly supporting a bottoming here #crude https://t.co/1I85slp484 Seasonality of #oil is increasingly supporting a bottoming here #crude https://t.co/1I85slp484"  
[X Link](https://x.com/cycle_strategy/status/2013349975216824699)  2026-01-19T20:36Z [----] followers, 33.8K engagements


"Just sold our shorter term momentum trade in $VG manually https://cstrategywbpenglish.substack.com/p/closing-out-our-momentum-trade-inr=1z7ivq https://cstrategywbpenglish.substack.com/p/closing-out-our-momentum-trade-inr=1z7ivq"  
[X Link](https://x.com/cycle_strategy/status/2013649408433230073)  2026-01-20T16:26Z [----] followers, [----] engagements


"Strong day for $RIG with a simply beautiful chart #oil #offshore $RIG is moving like clockwork and reaching its 52-week high. On top of that among the strongest performers in the #offshore sector - much more long-term upside ahead #oil https://t.co/I92yTnZp5t $RIG is moving like clockwork and reaching its 52-week high. On top of that among the strongest performers in the #offshore sector - much more long-term upside ahead #oil https://t.co/I92yTnZp5t"  
[X Link](https://x.com/cycle_strategy/status/2014080696017354760)  2026-01-21T21:00Z [----] followers, 20.5K engagements


"Why is $RIG outperforming oil and the energy sector that hard Its also the perfect macro play. Back in September @ 2.99$ we also wrote this part into our investment case for Transocean: Strong day for $RIG with a simply beautiful chart #oil #offshore https://t.co/yn3PXTSvR3 Strong day for $RIG with a simply beautiful chart #oil #offshore https://t.co/yn3PXTSvR3"  
[X Link](https://x.com/cycle_strategy/status/2014466028810489939)  2026-01-22T22:31Z [----] followers, [----] engagements


"Despite the now significant outperformance of #smallcaps relative to #largecaps positioning here is still not at a concerning level $IWM #Russel2000 #nasdaq An interesting development lately is the continued strong breakout of #smallcaps relative to large caps visible in the $IWM / $QQQ ratio. Capital is increasingly rotating out of the #Nasdaq and into smaller #stocks. Even on a volatile day like today small caps are holding up https://t.co/v2hBgnb3aR An interesting development lately is the continued strong breakout of #smallcaps relative to large caps visible in the $IWM / $QQQ ratio."  
[X Link](https://x.com/cycle_strategy/status/2014473096330117541)  2026-01-22T22:59Z [----] followers, [----] engagements


"Disagree. You can spot patterns when stuff is about to break out. R/R is way higher doing this. Buying backtests is ok but the best stock rallies dont backtest Rule #1 in Fight Club: Never front run a possible breakout. Wait. I meant to say Chart Club Rule #1 in Fight Club: Never front run a possible breakout. Wait. I meant to say Chart Club"  
[X Link](https://x.com/cycle_strategy/status/2014513282988572835)  2026-01-23T01:39Z [----] followers, [----] engagements


"#CrudeOil seasonality also supports the take of higher prices moving forward. While this is just one more puzzle piece the chart continues to look interesting We wouldnt be surprised to see further strength from here #oil #Oil started the week fairly strong but fell sharply on Thursday after Trump reportedly called off a short-term intervention in Iran. From a technical perspective the chart remains constructive a small flag is forming and the RSI is still in bullish territory. Well keep https://t.co/75KSHGWewW #Oil started the week fairly strong but fell sharply on Thursday after Trump"  
[X Link](https://x.com/cycle_strategy/status/2014767617580376498)  2026-01-23T18:30Z [----] followers, 18.3K engagements


"$ILF is up almost 60% over the past [--] months but when viewed relative to $SPY it becomes clear how early this move still is. Higher timeframes and ratios are key to keeping perspective on what will unfold over the coming years the rotation has only just begun. #EmergingMarkets #LatAm Rotation into undervalued positions and markets Smart money is not afraid to look outside of the US Rotation into undervalued positions and markets Smart money is not afraid to look outside of the US"  
[X Link](https://x.com/cycle_strategy/status/2015469951562252514)  2026-01-25T17:00Z [----] followers, 11.3K engagements


"RT @LynAldenContact: @newscientist"  
[X Link](https://x.com/cycle_strategy/status/2015581752312361448)  2026-01-26T00:25Z [----] followers, [--] engagements


"New report out for the subs Check your inbox or the link below Have a great start to the week"  
[X Link](https://x.com/cycle_strategy/status/2015593906516189581)  2026-01-26T01:13Z [----] followers, [----] engagements


"https://tinyurl.com/Latammeltup https://tinyurl.com/Latammeltup"  
[X Link](https://x.com/cycle_strategy/status/2015593910437925363)  2026-01-26T01:13Z [----] followers, [---] engagements


"In contrast to #oil the underlying equities have already delivered a confirming follow-through on the weekly chart after the breakout week supported by solid buying volume. Even if a backtest occurs the overall direction is clear $XLE #crude #CrudeOil seasonality also supports the take of higher prices moving forward. While this is just one more puzzle piece the chart continues to look interesting We wouldnt be surprised to see further strength from here #oil https://t.co/ePb4uEDkQZ #CrudeOil seasonality also supports the take of higher prices moving forward. While this is just one more"  
[X Link](https://x.com/cycle_strategy/status/2015815953502654818)  2026-01-26T15:55Z [----] followers, 11.9K engagements


"RT @cycle_strategy: $ILF is up almost 60% over the past [--] months but when viewed relative to $SPY it becomes clear how early this move st"  
[X Link](https://x.com/cycle_strategy/status/2015831339543429238)  2026-01-26T16:56Z [----] followers, [--] engagements


"What is happening in #Brazil Investors are now starting to recognize the sectors potential and its cheap valuations #LatAm is clearly in melt-up mode but this move is just an early early step in a long multi-year run #emergingmarkets Global investors are piling into Brazilian stocks: Brazilian stocks recorded +$2.3 billion in foreign inflows so far in January the most in a single month since December [----]. This is more than DOUBLE the prior [--] months combined. As a result the Brazilian Ibovespa stock https://t.co/GGsmh4ARFH Global investors are piling into Brazilian stocks: Brazilian stocks"  
[X Link](https://x.com/cycle_strategy/status/2015901062666875348)  2026-01-26T21:34Z [----] followers, 47.9K engagements


"Subs check your inbox or the link below We have bought more of an existing investment. Have a great day"  
[X Link](https://x.com/cycle_strategy/status/2016164423723798586)  2026-01-27T15:00Z [----] followers, [---] engagements


"https://tinyurl.com/increaseofaninvest https://tinyurl.com/increaseofaninvest"  
[X Link](https://x.com/cycle_strategy/status/2016164426198475118)  2026-01-27T15:00Z [----] followers, [---] engagements


"Interesting setup for #oil with another attempt at the 200MA. RSI is turning higher which could signal returning momentum. As mentioned before based on time cycles seasonality and positioning we can easily imagine a new phase of strength starting soon #CrudeOil #Oil started the week fairly strong but fell sharply on Thursday after Trump reportedly called off a short-term intervention in Iran. From a technical perspective the chart remains constructive a small flag is forming and the RSI is still in bullish territory. Well keep https://t.co/75KSHGWewW #Oil started the week fairly strong but"  
[X Link](https://x.com/cycle_strategy/status/2016214900062716127)  2026-01-27T18:21Z [----] followers, [----] engagements


"@Kacper_PK_CH We are now at a point in the macro cycle (economic boom) where fading geopol risk will not work anymore"  
[X Link](https://x.com/cycle_strategy/status/2016243053099405731)  2026-01-27T20:12Z [----] followers, [---] engagements


"What is happening to the dollar right now is no coincidence. The aim of all these strange actions is to undermine trust in the United States and the USD. Why Because they need to get rid of its status as the worlds reserve currency. From our weekend newsletter:"  
[X Link](https://x.com/cycle_strategy/status/2016264458922803524)  2026-01-27T21:38Z [----] followers, [----] engagements


"What does this mean Returns are likely to be generated in different markets going forward. Imagine the impact on regions like #LatAm as inflows increase. why The U.S. ( $SPY ) was already outperformed by most international markets and that in a year dominated by the AI narrative which is clearly a U.S. equity story - the rotation out of the #US has already begun. US equity markets have never been more dominant: US stocks have seen a record +$1.6 trillion in net inflows since [----]. This is [--] TIMES higher than the +$400 billion that flowed into international stocks. Over the last [--] years alone"  
[X Link](https://x.com/cycle_strategy/status/2016307091179208904)  2026-01-28T00:27Z [----] followers, [----] engagements


"@epsilon2capital Dollar smile is dead. Risk off (look what the dollar and longterm gov bonds did in April last year) is no longer dollar bid. Huuuge implications. Huge. This will lead to an EM supercycle where even the 2000s will look like a counter trend move"  
[X Link](https://x.com/cycle_strategy/status/2016496093446451466)  2026-01-28T12:58Z [----] followers, [----] engagements


"RT @cycle_strategy: @epsilon2capital Dollar smile is dead. Risk off (look what the dollar and longterm gov bonds did in April last year) is"  
[X Link](https://x.com/cycle_strategy/status/2016496164980269403)  2026-01-28T12:58Z [----] followers, [--] engagements


"This chart really creates FOMO unbelievable to see the kind of performance the #Brazilian index ETF $EWZ delivered up to [----]. Setbacks are from now on entry opportunities. #EmergingMarkets supercycles take time but they tend to produce outstanding returns just as they have in the past. $EWZ continues its breakout the event around #Venezuela is not only an economic tailwind for the country itself but also for the entire region. The country shares long borders with #Colombia and #Brazil which are likely to be among the first to benefit from a strengthening https://t.co/2smTYPtHJX $EWZ"  
[X Link](https://x.com/cycle_strategy/status/2016553956206371071)  2026-01-28T16:48Z [----] followers, 14.9K engagements


"Christian gets it 🫡 Latam oil is poised to benefit from oil and multiple expansion If like me u want to be invested in hard assets Brazil exports a shit load of them fm energy to minerals to ags. Unlike the US the Braz stock market is NOT in a bubble. If you want to put some chips on crude Petrobras has yr name on it. Add to that the braz ccy (Real) is https://t.co/ZprngclMaX If like me u want to be invested in hard assets Brazil exports a shit load of them fm energy to minerals to ags. Unlike the US the Braz stock market is NOT in a bubble. If you want to put some chips on crude Petrobras"  
[X Link](https://x.com/cycle_strategy/status/2016599649625260252)  2026-01-28T19:49Z [----] followers, [----] engagements


"Its on. #oil #Oil started the week fairly strong but fell sharply on Thursday after Trump reportedly called off a short-term intervention in Iran. From a technical perspective the chart remains constructive a small flag is forming and the RSI is still in bullish territory. Well keep https://t.co/75KSHGWewW #Oil started the week fairly strong but fell sharply on Thursday after Trump reportedly called off a short-term intervention in Iran. From a technical perspective the chart remains constructive a small flag is forming and the RSI is still in bullish territory. Well keep"  
[X Link](https://x.com/cycle_strategy/status/2016886667731235061)  2026-01-29T14:50Z [----] followers, [----] engagements


"RT @zerohedge: *TRUMP: WILL ANNOUNCE HEAD OF FED IN THE NEXT WEEK"  
[X Link](https://x.com/cycle_strategy/status/2016924443382108656)  2026-01-29T17:20Z [----] followers, [---] engagements


"Strong outperformance of $ILF versus $SPY January in particular was absolutely insane. Looking back at the last cycle up to [----] its clear that once these moves get going theres often only one direction: up #EmergingMarkets #LatAm #brazil $ILF is up almost 60% over the past [--] months but when viewed relative to $SPY it becomes clear how early this move still is. Higher timeframes and ratios are key to keeping perspective on what will unfold over the coming years the rotation has only just begun. https://t.co/gAidzYQPfV $ILF is up almost 60% over the past [--] months but when viewed relative to"  
[X Link](https://x.com/cycle_strategy/status/2016961574641054149)  2026-01-29T19:48Z [----] followers, [----] engagements


"Chinese stocks love this *TREASURY SAYS YUAN 'SUBSTANTIALLY UNDERVALUED' *US CALLS ON CHINA TO ALLOW YUAN TO STRENGTHEN IN TIMELY MANNER *TREASURY SAYS YUAN 'SUBSTANTIALLY UNDERVALUED' *US CALLS ON CHINA TO ALLOW YUAN TO STRENGTHEN IN TIMELY MANNER"  
[X Link](https://x.com/cycle_strategy/status/2017013641615114425)  2026-01-29T23:15Z [----] followers, [----] engagements


"Historic daily loss today in silver. Last time we saw such a huge daily loss was in [----] marking the generational top in silver. No way the bull run is over here but very likely this leg up"  
[X Link](https://x.com/cycle_strategy/status/2017350553483784225)  2026-01-30T21:33Z [----] followers, [----] engagements


"One of the reasons we implement a momentum strategy also for the subs Stanley Druckenmiller explains how to buy momentum stocks based on price action and study their fundamentals later. https://t.co/yGxAi6ruo0 Stanley Druckenmiller explains how to buy momentum stocks based on price action and study their fundamentals later. https://t.co/yGxAi6ruo0"  
[X Link](https://x.com/cycle_strategy/status/2017586515828764838)  2026-01-31T13:11Z [----] followers, [----] engagements


"@Crowded_Mkt_Rpt @stoolpresidente what are you doing to the people sir"  
[X Link](https://x.com/cycle_strategy/status/2017898783141515716)  2026-02-01T09:52Z [----] followers, [--] engagements


"Subs check your inbox or the link below Have a great start to the week"  
[X Link](https://x.com/cycle_strategy/status/2018088038748881003)  2026-02-01T22:24Z [----] followers, [----] engagements


"https://tinyurl.com/finalphasemacro https://tinyurl.com/finalphasemacro"  
[X Link](https://x.com/cycle_strategy/status/2018088040648917462)  2026-02-01T22:24Z [----] followers, [---] engagements


"What we are seeing this week in the US tech stocks and energy is the consequence of the macro regime we have entered. Subs check your inbox or the link below Have a great start to the week https://t.co/fsOa3vJBDH Subs check your inbox or the link below Have a great start to the week https://t.co/fsOa3vJBDH"  
[X Link](https://x.com/cycle_strategy/status/2019091035125608625)  2026-02-04T16:49Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing