Commodities collapse up continues. Fed will need to tighten. There are few bubble-like segments in equities and commodities that could pop.

Fed will need to tighten. There are few bubble-like segments in equities and commodities that could pop.https://t.co/cw0WLRfiQC

— Marko Kolanovic (@markoinny) January 22, 2026

Commodities collapse up continues pic.twitter.com/gC80f181mg

— Don Johnson (@DonMiami3) January 24, 2026