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Hey folks, Jenna Lofton here, thanks for stopping by to check out my Commodity Supercycles review, the natural resources newsletter by Whitney Tilson through Stansberry Research.
I first subscribed on May 2, 2022, so this isn’t a drive-by review based on a sales page skim. It’s over four years of actual membership, watching real positions open, close, and occasionally embarrass themselves in front of the whole model portfolio.
The current pitch centers on what Tilson calls “America’s Greatest Retirement Stock,” Texas Pacific Land Corporation (TPL), plus three new bonus reports built around AI data center infrastructure. I’ll walk through what’s actually in the current offer, what the real 49-position model portfolio shows as of today, and one honest wrinkle in the free stock pick that the sales page conveniently forgot to mention.
Short version: Commodity Supercycles is a legitimate natural resources newsletter with a genuinely strong track record, 44 of 49 current model portfolio positions are winners, averaging +67.2% across the board.
The current free stock, TPL, happens to be one of the five positions currently in the red. That doesn’t automatically make it a bad pick, Stansberry hasn’t even put a stop on it, which is either quiet confidence or a very expensive shrug. Either way, it’s the kind of detail a sales page conveniently leaves out and a real member notices immediately.
At $129 for your first year with a 30-day guarantee, the newsletter itself is one of the more substantive commodity research services I’ve reviewed. Just don’t join purely because of the one free ticker.
⛏️ The Skinny (Because You’re Probably Skimming)
- The model portfolio is real and it’s good. 44 winners out of 49 positions, averaging +67.2%. That’s not a highlight reel, that’s the whole portfolio.
- The free stock, TPL, is currently down 15%. I’m not hiding that. Stansberry isn’t hiding it either, since it’s sitting right there in the member portal with no stop-loss protecting it.
- Three new bonus reports lean hard into AI infrastructure, power, data center buildout, and a $4.6 billion cash flow story. Commodities meeting AI hype in real time.
- The 30-day guarantee is on the shorter side for this category. Evaluate quickly if you’re on the fence.
- Whitney Tilson’s credentials are genuinely impressive. Harvard, Harvard Business School, Baker Scholar. This isn’t a guy who fell into finance newsletters by accident.