Weekly Report - June.13, 2026
Defying broad market red with a textbook, institutional volume breakout.
What a phenomenally volatile week it was across global markets. Between the geopolitical theater—where President Trump announced yet another potential framework for a US-Iran peace agreement that surprisingly appears to have legitimate operational legs—and the historic, record-shattering public market debut of SpaceX, there was no shortage of noise.
The market clearly went to great lengths to suppress volatility ahead of the massive $75 billion SpaceX capital raise, but underneath the surface of this choppy tape, structural opportunities are quietly forming. I am currently watching a handful of severely discounted uranium and gold equities that are starting to present asymmetric, deep-value entry windows.
Notes from the week -
Core Inflation Pain Persists
For anyone believing inflation is under control, the hard data continues to prove otherwise. The price of US ground beef just hit an all-time record of $7.06 per pound (+13% YoY), while steak prices surged +16% YoY to $12.80 per pound.
The structural causes behind this—ranging from a 75-year low in the US cattle herd to persistent climate headwinds and rising input costs—imply that this consumer pain has no clear end in sight.
Power Prices Break Out to All-Time Highs
Take a look at the latest chart from the U.S. Bureau of Labor Statistics via FRED. Retail electricity prices are surging to vertical extremes as commercial data center demand begins to cannibalize grid capacity.
Keep in mind that this infrastructure squeeze is only in its infancy. The disconnect between physical power generation realities and the tech sector’s projected power consumption needs is expanding rapidly. Resolving this crisis requires un-interruptible, zero-emission baseline capacity at scale—a reality that completely validates the structural thesis for nuclear energy.
Tanker Bull Market Entering the Late Innings
The structural bull market for oil tankers is showing classic signs of late-stage cyclical exhaustion. There are now 262 supertankers on order at shipyards globally—surpassing the previous all-time high set in October 2008 right before shipping rates completely imploded.
The fact that order books have expanded by more than 1,000% in just 24 months proves that capital has completely crowded into this trade. In cyclical commodity industries, the ultimate cure for high prices is high capacity.
A Rare Tier-One Stage 2 Breakout
Forcing trades in a volatile tape is an easy way to destroy capital. Out of all the setups we tracked, only one unique junior resource company successfully forced its way onto our list by flashing a textbook Stage 2 breakout against a sea of broad market red.
The story is an absolute powerhouse: a high-grade copper-gold discovery play that just delivered a world-class drill hole starting right from the surface. This has all the definitive markers of a major structural multi-bagger as global copper supply deficits begin to pinch the market.
For our paid members, we break down the specific drill results, the massive asset footprint and the potential ahead.