Maggie Lake Talking Markets Episode 113: Are Bonds & Oil Poised to Breakout? With Dale Pinkert.
Dec 5, 2025
Dale Pinkert, a seasoned trading coach at TradeGateHub, joins for insightful market discussions. He predicts a potential breakout in oil while analyzing the rally in natural gas. Dale shares concerns over bond market pressures ahead of the Fed's meeting, attributing rising yields to global dynamics rather than the Fed's action. He expresses skepticism about the S&P's rally due to weak leadership and delves into Bitcoin's precarious position. His advice includes being cautious with silver and exploring selective oil trades.
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Treasury Breakout Signals Sovereign Bond Stress
- Dale Pinkert sees TLT breaking down as key technical weakness and expects higher Treasury yields despite Fed meetings.
- He attributes pressure to global supply and potential repatriation, especially from Japan, creating a sovereign bond risk.
Don't Buy The Rally Without Leadership Confirmation
- Dale warns he wouldn't buy the stock market here and prefers to wait for leadership to bottom before committing.
- He recommends defense first: hold shields and signals as your sword to survive market volatility.
Dollar Rally Could Reverse Risk Appetite
- Dale expects dollar strength eventually and sees room for another rally to hurt risk assets.
- He links currency moves to central bank policy shifts and geopolitical risks that could push yields higher.