Scott Bauer looks at the commodity markets, turning a little cautious on gold after arguing “buy the dip” for a while. The yellow metal has risen over 40% year-over-year so far, because “people are running for cover” from tariffs and inflation. He also looks at coffee futures, which have continued to climb, along with copper, which he says he “would not chase.” He adds, “You’ve got to let the market come to you.”