Brent Johnson

Latest positions

• BJBrent JohnsonStrongly bullish on copper He is extremely bullish on copper over the long term on fundamentals, though short-term positioning worries him. “while I'm extremely bullish copper over the longterm” ▶ 31:13 How the U.S. power move in Greenland impacts you… · 27 Sept
• BJBrent JohnsonStrongly for on Monetary Metals He recommends Monetary Metals as a way to hold gold productively and earn 4% paid in gold. “that's why I like monetary metals. It's why I'm on their board. It's why I think everybody should consider that” ▶ 31:13 How the U.S. power move in Greenland impacts you… · 27 Sept
• BJBrent JohnsonSharply improving on Greenland Greenland's strategic importance is rising sharply as the new US agreement locks in permanent American control of the territory. “So I think this Greenland thing is a very big deal. And I think the people that think this isn't a big deal are wrong.” ▶ 5:12 How the U.S. power move in Greenland impacts you… · 27 Sept
• BJBrent JohnsonStrongly bullish on wheat Wheat is up since April and he expects food prices to keep moving higher into winter. “wheat is up and to the right a little over 10 or 15 percent since that time frame so it's moving in our direction” ▶ 19:13 How the U.S. power move in Greenland impacts you… · 27 Sept
• BJBrent JohnsonStrongly bullish on corn Corn is up about 20% from his entry and he thinks it has potential to go higher. ▶ 20:36 How the U.S. power move in Greenland impacts you… · 27 Sept
• BJBrent JohnsonStrongly bullish on critical metals The Greenland deal removes uncertainty and should drive critical metals and rare earths higher. ▶ 5:12 How the U.S. power move in Greenland impacts you… · 27 Sept
• BJBrent JohnsonStrongly bullish on dollar The dollar has strengthened with rising yields and he expects it to stay strong, though a near-term pullback is likely. ▶ 25:36 How the U.S. power move in Greenland impacts you… · 27 Sept
• BJBrent JohnsonStrongly bullish on rare earths Rare earths demand is soaring and Greenland's deposits will be exploited, supporting higher prices. “The minerals and the resources that are needed here are plentiful in Greenland and are going to be exploited.” ▶ 16:04 How the U.S. power move in Greenland impacts you… · 27 Sept
• BJBrent JohnsonStrongly bearish on euro The euro has broken down technically and is weak against the dollar. ▶ 27:03 How the U.S. power move in Greenland impacts you… · 27 Sept
• BJBrent JohnsonStrongly bullish on bonds Yields are spiking, with the 10-year at 5.16% and the 30-year at multi-decade highs. “It's at the highest point it's been in years, closed at 5.16.” ▶ 27:03 How the U.S. power move in Greenland impacts you… · 27 Sept
• BJBrent JohnsonBullish on gold He would not be surprised by a short-term jump in gold, though he doubts a return to February levels soon. “it's not going to surprise me at all if we get a short-term jump in gold” ▶ 28:51 How the U.S. power move in Greenland impacts you… · 27 Sept
• BJBrent JohnsonWorsening on US The US will eventually succumb to the pain of too much debt and higher rates, though the timing versus others is the key question. “i think the us is going it's just that i think who succumbs to that pain first is a really important question” ▶ 2:43 How the U.S. power move in Greenland impacts you… · 27 Sept