Called $COPPER bullish on Apr 18, 2025: $COPPER rose 20% in 3 months.
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Commodities | Stocks | FX | Macro Value + Momentum. Finding asymmetric setups at cycle lows. My investment letter ↓ Not advice.
Cite asCryptoQuant has tracked the directional calls on CL by @ValueSeeker_ on X since Mar 2025: not yet scored on CL (as of Nov 11, 2026).
Other assets covered (12)
6 CL calls on record, a thin history.
Relative view by default: fewer than 30 CL calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @ValueSeeker_ to submit corrections.
Called $COPPER bullish on Apr 18, 2025: $COPPER rose 20% in 3 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
OIL VS S&P500 Despite its recent leg up, oil remains very affordable relative to the S&P500, as the oil-to-S&P500 ratio shows. Remember that higher oil prices imply a higher inflation, itself implying higher interest rates, leading to lower valuation multiples. Here is why most assets suffer during an energy spike besides commodity producers. In this context, commodity and commodity producers become the new hedge most portfolio need. $XLE #OOTT
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