Kathy believes the oil selloff is overdone due to low SPR and Cushing inventories. Copper is a long-term structural story driven by AI and military spending. Gold remains supported by central bank buying despite Fed uncertainty.
Yields
NDX
RUT
explicit
explicit
implicit
Invesco
8.5
Asset Manager $1000.00B
Kathy Kriskey 7.0
Asset Manager $1000.00B
Kathy Kriskey 7.0
6/27/2026 2:30:15 AM
dxy
Kathy's gold view is tied to Fed uncertainty, implying a volatile dollar.
metals
Copper is a long term story... by 2035 we will have a deficit of copper of 30%.
| 2/19/2026 8:27:29 PM | medium term cautious down | 20 days later | +0.67% | -0.33% |
| 2/17/2026 12:42:30 PM | medium term cautious up | 20 days later | +4.62% | +2.31% |
| 1/29/2026 7:06:10 AM | medium term up | 20 days later | +4.91% | +4.91% |
| 10/14/2025 1:12:51 AM | medium term up | 20 days later | -5.78% | -5.78% |
wti
The freefall I feel is overdone... we have probably $10 on the downside and we have 30 to 40 on the upside.
| 4/1/2026 12:46:07 PM | long term cautious up | 60 days later | -17.37% | -8.69% |
| 2/19/2026 8:27:29 PM | short term cautious up | 5 days later | -1.46% | -0.73% |
