According to @KobeissiLetter, the S&P 500-to-Commodity Index ratio has reached an all-time high and has nearly tripled since the 2022 bear market, surpassing the prior peak during the 2020 pandemic (source: @KobeissiLetter, X, Aug 30, 2025). Over the same period, the Commodity Price Index fell about 31%, marking a pronounced relative performance gap between equities and commodities as highlighted in the post (source: @KobeissiLetter, X, Aug 30, 2025). The post explicitly asks whether commodities are set for a rally, framing the current level as a notable extreme for traders to watch (source: @KobeissiLetter, X, Aug 30, 2025).

According to The Kobeissi Letter on Twitter, the commodities market is currently experiencing greater volatility than equities, making it one of the most tradable environments for active traders. This heightened price action provides increased opportunities for short-term trading strategies, with commodity futures and related derivatives showing significant moves recently (Source: @KobeissiLetter, May 5, 2025). Traders should monitor volatility levels and utilize advanced risk management tools to capitalize on these price swings, as suggested by the ongoing premium analysis alerts shared by The Kobeissi Letter.