Kevin Green is back! He calls the long-term rotation in stocks healthy for Wall Street's longevity but points to a much different story in the commodity space. As crude oil taps $94, he analyzes how it and similar commodities like heating oil will continue to see bullish price action. KG also touches on tariff tensions as Canada imposes new tariffs between 15% and 50% on the U.S. In equities, he discusses ASML (ASML) getting new commitments from TSMC (TSM) and Samsung.