David Nicoski
Founder of Vermilion Research and market analyst specializing in sector and relative strength analysis; provides technical-driven investment insights on hard assets, energy, materials, and group rotations.
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Apr 9, 2026 • 35min
Keep it Real | David Nicoski, Vermilion Research
David Nicoski, founder of Vermilion Research and market analyst focused on hard assets and relative strength. He argues for prioritizing energy, materials, and real assets. He explains rotating within groups, spotting commodity and emerging market breakouts, and watching technical pullbacks for buying opportunities.
