Hey Folks, Jenna Lofton here and thanks for stopping by to check out my Commodity Supercycles Review, the stock picks & growth newsletter by Whitney Tilson of Stansberry Research.
For those who don't know me, it's important to know that I never positively review a product unless I get it first, go through it, and make sure it more-or-less delivers on what it promises. I want to spot the credible opportunities and help you decide whether Commodity Supercycles worth your time and money.
Honestly, when I first saw Whitney Tilson's claims about his "#1 Gold Play," I rolled my eyes. Another newsletter promising the moon? But after diving into the actual content, I was surprised. Let me break down what I found:
What IS Commodity Supercycles all about? (2025 Update)
I got it, so I can show you!
Commodity Supercycles 2025 Short Summary: In Commodity Supercycles, they show readers how to profit from the world's best natural resource investments and capitalize on emerging commodity market trends.
Every month, they send you specific, actionable ideas designed to give you hedge-fund quality insights. The basic premise is that you shouldn't need to be Warren Buffett to get access to solid research on natural resources and commodity opportunities.
Editors Note: Skip the presentation and go straight to the order form here!
In the newsletter, Whitney Tilson makes the claim that he has "The #1 Gold Play for 2024". Bold statement, right? I was skeptical at first, but let me tell you what I actually found when I dug in...
Anyway, before I get onto the Members Area, let's talk about the founder, Whitney Tilson!
Who Is Whitney Tilson?
Whitney Tilson, Stansberry Research Today, Whitney Tilson writes extensively for individual investors, offering straightforward insights and big-picture thinking about commodity markets and sector dynamics. He's known for identifying market cycles early, often ahead of Wall Street, and helping everyday investors take advantage of emerging opportunities across the commodity landscape.
As editor of Commodity Supercycles, Whitney Tilson applies his signature macroeconomic lens to uncover the long-term trends shaping the global resource markets. Whether it's oil, base metals, agriculture, or precious metals, his focus is on helping subscribers position themselves ahead of major commodity booms and market wave shifts.
Whitney Tilson graduated magna cum laude from Harvard College, and earned his MBA with high distinction from Harvard Business School, where he was named a Baker Scholar — an honor reserved for the top 5% of his class. His academic background, combined with his real-world experience managing investments, gives him unique credibility in analyzing commodity market conditions.
Outside of investing, Whitney Tilson is an avid reader, world traveler, and philanthropist. He co-founded several education-focused nonprofits, including supporting schools in Africa, and has climbed the highest mountains on five continents, including Everest base camp.
What's In the Members Area?
First of all, let's look at what everybody is curious about, the model portfolio!
The Commodity Supercycles Model Portfolio
Okay, here's the meat and potatoes - the Model Portfolio with over 40 investment recommendations currently listed as "buys." This is where Whitney Tilson's latest research lives, spread across different commodity areas.
I'll be honest, when I first saw this many "buy" recommendations, it raised a red flag. That's a lot of stocks to call winners simultaneously. But when I dug deeper into the actual picks, I found something interesting...
The screenshot above shows just a fraction of what's available. Right now, there are more than 40 stocks marked as 'buys' – which sounds great until you realize that's practically everything they recommend. Still, if you'd followed some of these picks from a year ago, you would've seen some impressive returns:
Imagine if you had been a member a year ago and followed Whitney Tilson's latest stock picks. You'd have seen potential gains like:
- 148%
- 147%
- 138%
- 128%
- 104%
- 60%
- 50%
- 46%
- 40%
- 25% ...and more not shown in the image above.
The portfolio isn't just about picking stocks; it's about picking winners across the entire commodity sector. It's a curated selection designed to help you maximize your returns and build a robust, diversified portfolio that can weather various market conditions.
Each recommendation is backed by thorough research and expert analysis, ensuring you're making informed decisions. Whether you're new to commodity investing or a seasoned pro, the Model Portfolio offers a treasure trove of opportunities to grow your wealth through strategic commodity exposure.
Don't miss out on the chance to be part of this success story. Join now and see for yourself the potential gains waiting for you in the commodity markets.
Whitney Tilson started the Commodity Supercycles newsletter in 2015, and it's lasted this long for a reason – his track record truly demonstrates deep sector expertise and market insight!
The Special Reports
The subscription comes with three special reports. Now, I'm usually skeptical of these "bonus" materials – they're often just recycled fluff to justify higher prices. But these actually caught my attention for different reasons:
Special Report #1: "The Nuclear Fusion Trailblazer" This first report focuses on a company positioning itself for the nuclear energy market. What surprised me was they didn't go for some flashy startup burning cash. Instead, they picked a profitable company that's quietly making strategic bets on nuclear energy infrastructure.
The analysis felt more grounded than most newsletter hype – though let's be real, fusion timelines are still anyone's guess. At least the company they spotlight isn't betting the farm on fusion alone.
Special Report #2: "New Nuclear — Top Stocks for the Future of Energy" This one examines the AI-nuclear energy connection. Whitney Tilson's team gives you specific stock picks with actual entry points, which I appreciated. Most newsletters just tease you with "mystery stocks."
I'd already researched some of these companies myself, so I recognized several picks. Their AI-drives-nuclear-demand thesis makes sense, but they're probably too optimistic about regulatory speed. The nuclear energy industry moves at glacial pace when it comes to approvals.
Special Report #3: "The AI Speculation — How to Make 500% in the Next Few Years" Here's where my skepticism kicked in. A 500% projection? Come on. The report features a small-cap company trading around $4 that provides AI infrastructure.
I actually looked up their financials after reading this (yeah, I'm that nerdy), and their balance sheet is stronger than most speculative plays. But 500% in "the next few years"? That's newsletter fantasy land talking.
Overall, these bonus reports offer more substance than I initially expected, though as with any stock recommendation, independent research is essential before putting your money behind these commodity sector ideas.
The Commodity Supercycles Newsletter
While the Gold book is nice (and honestly has a few GREAT recommendations), the real value is in the monthly newsletter. It gets delivered on the first Wednesday of each month and covers the latest commodity trends and market developments.
In each issue, they focus on oil explorers and producers... drilling and oilfield service providers... coal miners... precious metals producers... and other natural resource companies across the broader commodity landscape.
Energy and natural resources investing is complex, and commodity markets can be volatile.
They've made it clear that their goal is to share their perspective and understanding of both the industry and the companies within it. Each issue provides in-depth research and analysis to help subscribers navigate this challenging sector.
The newsletter helps you understand how oil, coal, and other natural resources markets actually work, what and where their assets are, how they perform financially, and insight into their culture and management. This comprehensive approach gives you multiple ways to evaluate commodity opportunities.
This gives you a solid foundation for making smart decisions across various commodity sectors and different market conditions.
My Commodity Supercycles Review & Final Verdict
Look, we're living in weird times. Inflation is eating everyone's lunch, there's geopolitical chaos everywhere, and everybody's talking about commodities as the next big thing. Whitney Tilson's newsletter promises to guide you through this mess – but does it actually deliver?
After going through everything, I have to admit that this service stands out from the pack. Whitney Tilson brings decades of real investing experience to the table, and it shows. He doesn't just skim the surface of oil, coal, and commodity markets – he actually digs into the nitty-gritty details that most financial media completely ignores.
Here's what impressed me most: the recommendations actually come with solid reasoning behind them. Each issue gives you well-researched stock picks with clear explanations of why they think it's a good buy. Even if you're brand new to commodity investing, you can follow their logic pretty easily.
What you actually get with the subscription:
- Deep analysis of what's really moving commodity markets (not just surface-level news)
- Specific stock recommendations across different commodity areas
- Educational content that actually teaches you something
- Access to their community of investors
- Regular updates on nuclear energy plays and other emerging trends
The educational piece is bigger than I expected. Beyond just stock picks, they offer special reports, webinars, and access to other investors. It's like getting a commodity investing education along with the recommendations.
The subscription gives you consistent monthly content, special reports, and ongoing access to Whitney Tilson's research. For anyone serious about commodity investing, this represents decent value in today's crazy market.
Now, let me be clear about something: commodity investing is risky as hell. There are no guarantees, and you could lose money. Do your own homework before throwing cash at anything – including these recommendations.
Bottom line: this is a solid tool if you're interested in natural resources investing. The analysis is thorough, the recommendations come with actual reasoning, and the educational resources are genuinely helpful. It's not perfect, and some of the return projections are overly optimistic, but it's one of the better newsletters I've reviewed in this space.
If you're looking to get into commodities and wondering if Commodity Supercycles worth the investment, I'd say it's worth a shot. Whitney Tilson knows his stuff, and you'll learn a lot even if you don't follow every recommendation. Just remember – this is a volatile market, so don't bet the farm on any single idea.
Editors Note: Skip the presentation and go straight to the order form here!
Frequently Asked Questions
What Is A Commodity Supercycle?
A commodity supercycle is basically when raw materials – oil, metals, agricultural products, you name it – go through an extended period of rising prices and crazy high demand. We're talking years or even decades of this trend, not just a few months.
What causes these cycles? Usually it's a combination of things: emerging economies industrializing like mad, geopolitical tensions messing with supply chains, and major shifts in global supply and demand across the commodity space.
Economists love to debate whether these cycles are driven by real structural changes (like population growth and urbanization) or just speculative trading and market psychology. Honestly, it's probably both. But if you can spot these cycles early, there's serious money to be made in commodity markets.
Pick it up now - if you decide the service isn't for you, you can get a full refund within 30 days. That's plenty of time to go through the back issues, get your first new newsletter, and decide if it's actually worth your time. You'll have enough opportunity to check out Whitney Tilson's latest picks and see if Stansberry's approach works for your investment strategy.
