Market sentiment, macro trends, and trading commentary by Brandon Beylo
Gold could drop to $3,800 per ounce before recovering, Brandon Beylo warns
Brandon Beylo suggests that gold may be reaching a near-term low. However, he adds that the metal could still decline further, potentially dropping to $3,800 per ounce before seeing a true ...
Brandon Beylo: IYH rises as wider market falls
Brandon Beylo highlights that IYH is up today while the rest of the market is down. The comment draws attention to the relative performance of IYH compared to broader market ...
U.S. stock market drop seen as improbable during 250th birthday, Brandon Beylo argues
Brandon Beylo suggests that U.S. President Donald Trump would not allow the U.S. stock market to decline for more than 24 hours during the country’s 250th birthday celebration. He describes the ...
Brandon Beylo: Gold trades below 200-day average for first time since 2023
Brandon Beylo highlights that gold is now trading below its 200-day moving average for the first time since 2023. He suggests this decline presents an opportunity for long-term investors focused ...
Healthcare sector ratio reaches 25-year low, Brandon Beylo notes
Brandon Beylo observes that the healthcare sector is currently the cheapest it has been compared to the S&P 500 in 25 years. This assessment is based on ratios relative to the broader market, as ...
Brandon Beylo: Biotech and healthcare trade at 10-year valuation lows
Brandon Beylo observes that biotech and healthcare sectors are becoming particularly interesting at present. He points out that many companies in these industries are trading at 10-year valuation ...
Oil ownership comes with significant tail risks, Brandon Beylo notes
Brandon Beylo shares perspectives on the complexities of owning oil and oil equities prior to a long weekend. He describes oil as the most challenging asset to hold, highlighting that there are ...
Brandon Beylo: Solar energy TAN up 60 percent and outperforms S&P 500
Brandon Beylo highlights that Solar Energy TAN is up 60 percent and has outperformed the S&P 500 by 37 percent since an earlier tweet. He notes that solar stocks are breaking out of long-term ...
Natural gas appears set to break out, Brandon Beylo notes
Brandon Beylo believes natural gas prices may have reached a bottom and could be poised for a breakout. The author cites growing narratives around artificial intelligence and data center demand ...
Brandon Beylo: Oil services stocks post new highs with OIH breakout
Brandon Beylo highlights strong performance in oil services stocks, noting that many names are reaching new highs. Beylo points out that OIH, an oil services exchange-traded fund, is breaking ...
Solar Energy ETF TAN hits fresh highs amid investor skepticism, Brandon Beylo notes
Brandon Beylo highlights that the Solar Energy ETF TAN is making new highs. He comments that the theme of 'Energy At All Costs' will encompass energy forms widely disliked by investors. Beylo ...
Brandon Beylo: Idaho Strategic acquires Niagara Copper-Silver Project with 263Mlbs copper-equivalent
Brandon Beylo highlights that Idaho Strategic has recently acquired the Niagara Copper-Silver Project. The site contains an estimated 154 million pounds of copper at a grade of 0.39% and 8.8 ...
Solar energy seen as increasingly attractive amid strait closure, Brandon Beylo notes
Brandon Beylo, industry influencer, observes that the longer the strait remains closed, the more appealing solar energy becomes as both an investment and a power source. Beylo describes the ...
Brandon Beylo: Ryan Cohen makes $55.5 billion takeover offer with concise slide deck
Brandon Beylo, industry influencer, points out that Ryan Cohen has announced a $55.5 billion takeover offer, accompanied by an 8-page slide deck outlining the investment thesis. He contrasts ...
Buying negative EV stocks in South Korea could deliver strong returns, Brandon Beylo notes
Brandon Beylo, industry influencer, highlights the value potential he sees in South Korean equities after adding them to his financial screeners. He suggests that investors may benefit from ...
Brandon Beylo: Wheat and corn charts remain strong in commodity markets
Brandon Beylo, industry influencer, highlights recent positive momentum in wheat and corn within the commodity sector, noting their strong long-term price charts. He also mentions actively ...
Lithium companies present buying opportunity, Cloud_Investor notes
Cloud_Investor, industry influencer, expressed a bullish outlook on lithium companies, stating that lithium appears to be a good buy at current levels. The influencer shared that they have begun ...
Brandon Beylo: SaaS valuation remains high despite sector downturn
Software and SaaS companies are facing significant declines, according to commentary from Brandon Beylo. Despite widespread negative sentiment and talk of a washout in the sector, Beylo observes ...
Trump Truth Social posts can make stocks soar on any news, Brandon Beylo states
Brandon Beylo comments on what determines whether a share is considered cheap, challenging traditional views such as low price earnings multiples, dividends, or high growth rates. According to ...
Brandon Beylo: Silver poised for possible move to $100 per ounce
Silver may be gaining momentum for a significant price move, according to commentary from Brandon Beylo. He described silver as having potential to climb back to $100 per ounce and shared that he ...
Oil expected to return to $120 amid potential bottom, Brandon Beylo predicts
Oil prices may have reached a bottom and could quickly return to $120 per barrel, according to Brandon Beylo. Beylo expressed his view in a recent tweet, suggesting that the commodity market may ...
