Welcome to Commodities.
Your first portfolio arrives before the next US open. Every issue also goes to the site, under the same login.
Every trading morning
Any change to the portfolio, and the Multi-model Signals on all 35 names.
Every Monday
The full portfolio, rebalanced: every holding, its weight, and the cash beside it.
Every week
The record, marked and published, with the weak weeks included.
If the first email lands in Promotions, drag it into your main inbox. The rest will follow it there.
Every morning so far.
The archive runs back to launch on 3 August 2026. All of it is open to you.
Three things to read first.
How YX Insights works
What arrives each morning, and how the portfolios and the signals are built.
How to read your P&L sheet
What to check first, the live record against the backtest, and one row explained.
The Inception Guide
How the portfolios are built, with the backtest and the risks.
Questions? Reply to any issue. It reaches me directly.
YX Insights publishes research for information and education. It is not personal advice and not a managed account: you decide what to do with your own money. Capital is at risk. Past and backtested performance do not guarantee future returns.