The Macro Dirt Podcast Time Kills all Trades
13 snips
Feb 12, 2026 Conversation covers stronger payrolls and why the print may not move policy. Markets stuck in a range with S&P resistance and a shorting idea. Heavy sector rotation into oil services, semiconductors, uranium and natural resources. Debate over tech fading as hard assets gain. Side topics include shifting cannabis sentiment, sports-betting integrity concerns, and Super Bowl halftime reactions.
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Call To Buy Oil Services After News
- Jared Dillian recalls calling a buy on oil services right after the Maduro news in the Daily Dirt Nap.
- He notes the sector has rallied about 30% since that call.
Tech Facing Repricing Versus Miners
- MAG7 (big tech) is testing a shallow uptrend versus industrial miners, signaling a possible re-pricing.
- Tony Greer sees potential for a collapse in MAG7 relative to natural resources during this regime change.
Avoid Chasing Copper Breakouts
- Don't chase copper now; the ideal entry was months earlier and the move may be over.
- Jared Dillian warns the breakout and the sharp gap-down made copper unappealing to buy recently.
