Free investor training · Thursday, August 6, 2026 · 2:00 PM ET

One of the hottest trades of 2026 was the TACO Trade — Trump Always Chickens Out. But there's one thing he never backs down on, and it could make you rich if you get in early.

The T.A.P.E. Trade

Trump Always Pays Energy

Save your seat for Thursday, August 6 · 2pm ET.

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Hosted by Jason Perz · Chief Commodities Strategist, All Star Charts

President Trump signs an energy-related executive order in the Oval Office

Everyone is staring at Iran, Hormuz, and Big Oil's record profits. They are all looking at the wrong number.

Crude is up about 50% this year. The fuels made from it are up closer to 100%. The margin in the middle just hit an all-time high.

That margin is landing inside a handful of American companies almost nobody is watching — and the ones I am watching are already up more than 100% this year.

Doors open in

+908%
Closed winner
+1,271%
Closed winner
16
Triple-digit winners closed in 2025

Results shown are historical trade examples. Past performance does not guarantee future results.

From the desk of Jason Perz

Hi, I am Jason Perz, Chief Commodities Strategist at All Star Charts.

I have spent more than a decade trading commodities through every kind of market you can imagine.

I have managed money for institutions, run my own fund…

And blown up more accounts than I would like to admit before I figured out what actually works.

But thanks to what I call Bonanza Stocks…

In 2025, I nearly tripled my portfolio thanks to some big winners.

Table of 2025 commodity stock winners showing percentage gains over 3 to 12 months

And on Thursday, August 6 · 2pm ET, I'll show you how I'm positioning my portfolio to profit from what I believe will be the best trade of 2026.

I call it the T.A.P.E. Trade.

Maybe you've heard about the T.A.C.O. Trade — short for "Trump Always Chickens Out."

It's been one of the best performing memes of the second Trump administration.

But for anyone who's been trading energy this year…

It seems like Trump Always Pays Energy.

And for good reason…

Trump created the National Energy Dominance Council (NEDC) specifically to "advise the President on how best to exercise his authority to produce more energy to make America."

Then, proceeded to staff it with a who's who of oil and gas insiders.

The setup

The oil men running the T.A.P.E. Trade in real time

Here are the three men turning that council into policy — and profit.

Chris Wright

U.S. Secretary of Energy · Vice chair, NEDC

Chris Wright, the current Secretary of Energy and former CEO of Liberty Energy.

Before Washington, he built one of the biggest oil-services companies in the country.

Wright is no politician. He's an energy operator who thinks in barrels and megawatts.

He has called the AI race "the next Manhattan Project," and he has been blunt about what wins it: reliable American energy, with natural gas at the center.

He is also the vice chair of that new Energy Dominance Council.

Doug Burgum

Secretary of the Interior · Chair, NEDC

Doug Burgum, Secretary of the Interior and former Governor of North Dakota. The Interior Department controls America's federal land, its drilling leases, its offshore waters, and the raw acreage every energy project runs on.

Burgum runs it.

He also chairs the new National Energy Dominance Council. So the land, the leases, and the council that sets energy policy all sit under one man.

Harold Hamm

Founder & chairman · Continental Resources

Behind the scenes of it all is billionaire oil tycoon Harold Hamm, founder and chairman of Continental Resources and a Trump mega-donor.

One of the pioneers of the American shale revolution and fracking boom.

The paper trail

A series of executive orders and rollbacks designed to remove any red tape
preventing the T.A.P.E. Trade from paying out.

Jan 20, 2025
EO 14154 — "Unleashing American Energy"
Day one. Established federal policy to expand oil, gas, coal, and critical-minerals development on federal land and waters, directs agencies to kill permitting delays, expedites LNG export approvals, and revokes more than a dozen Biden-era climate and renewables orders in a single stroke.
Feb 14, 2025
EO 14213 — "Establishing the National Energy Dominance Council"
Created the NEDC, chaired by Burgum, vice-chaired by Wright, to centralize and accelerate energy policy across every agency.
Jul 23, 2025
EO 14318 — "Accelerating Federal Permitting of Data Center Infrastructure"
Fast-tracked the environmental review and financing for AI data centers and the power that feeds them, including on federal land.
Jul 2025
BLM's energy-dominance implementation memo
Directs the Bureau of Land Management to apply the new law's provisions to speed up federal leasing and land-management approvals.
Jul 2025
The pay-to-play NEPA fast lane (One Big Beautiful Bill)
For the first time, a company can pay a fee and get its federal environmental assessment done in 180 days, or a full environmental impact statement in one year. Expedited processing, for a price.
Mar 2026
Interior's offshore red-tape rule
Interior moved to cut regulatory costs for offshore oil and gas, in its own words "freeing up billions of dollars for investment."

Line those up and the pattern is impossible to miss.

On tariffs he chickens out. But when it comes to energy, he always seems to pay.

The backlash

It's no surprise oil and gas companies are making record profits.

So much so that Congress is launching investigations as Americans face skyrocketing gas prices — and now even the President is demanding lower gas prices.

In late June 2026, Trump accused major oil companies of gouging American consumers, calling on the Department of Justice to investigate.

Headline: Whitehouse, Warren Demand Answers About Big Oil's Massive Windfall Profits as Americans Face Skyrocketing Gas Prices, June 15, 2026

Social post from Donald J. Trump demanding gasoline retailers drop prices immediately, dated June 29, 2026

There's a hidden story inside the energy bull market you're not hearing about on the mainstream media.

And if you act now, you could win BIG when the news finally catches up to the price action we're seeing in the market.

It has nothing to do with nuclear energy, battery technology, or solar panels…

And even though Chris Wright says "the fuel that will drive data centers and us leading AI is natural gas," the real story is not about the companies that pump oil and gas out of the ground.

It is about who turns those raw feedstocks into the products the world actually runs on.

Think gasoline, diesel, jet fuel, and heating oil.

The products that keep planes in the air, trucks on the highway, and factories running.

And right now, the companies that make them are sitting on some of the widest profit margins in their history.

The number nobody is watching

The world does not have a crude oil shortage.
It has a refining shortage.

Just look at what has happened this year.

2026 returns chart showing gasoline up 103%, heating oil up 99%, and crude oil up 48%

Heating oil & gasoline
~100%
up this year
Crude, the raw input
~50%
up this year
3-2-1 crack spread
ATH
all-time high margin

Refiners buy crude and sell the finished fuels.

When the fuels they sell run faster than the crude they buy, the refiner's margin — called the crack spread — blows wide open.

And the 3-2-1 crack spread, the industry's benchmark for that margin, is making new all-time highs right now.

See the chart provided by Forbes below:

3-2-1 crack spread chart showing the estimate of oil refinery gross profit margin from 2022 through 2026

That is why these stocks are ripping.

And it is invisible if you are just watching the oil price scroll across the bottom of the screen on CNBC.

So why is refining this tight, and why does it last?

Years of refinery closures here at home have shrunk the fleet.
Nobody is racing to build new ones.
Wartime disruptions across the Middle East and Russia have pulled more refining capacity offline abroad.

That leaves U.S. refiners running near max capacity, converting crude into the fuels the rest of the world desperately needs.

But here's the part most people are missing

Trump's leverage over allies

While America's allies in Europe and Asia face rolling shortages of diesel, jet fuel, and heating oil…

The United States is one of the few players on earth that can export those products at scale.

Every cargo that leaves a U.S. refinery doesn't just ring the cash register for shareholders…

It also extends Washington's ability to project power, set terms…

And quietly decide who gets the molecules that keep their economies — and their militaries — running.

It's the perfect setup for fat, durable margins. And the stocks that profit from them are the ones nobody's talking about.

That's exactly what I'm going to be talking about at this upcoming investor briefing on Thursday, August 6 · 2pm ET.

What's REALLY driving oil prices right now, and why the Strait of Hormuz matters less than the headlines say.
How the Trump Administration is playing 5-D chess with energy while his critics are still reading last week's headlines.
The three-step process I use to find Bonanza Stocks that could make 2x, 3x, 5x, even a rare 10x return in the next 12 months.
And what I'm doing TODAY to get into position before the next big move higher.

So if you're wondering what to do with your money between now and the midterm elections…

Just remember these four words.

Trump Always Pays Energy

See you Thursday,

Jason Perz

Chief Commodities Strategist · All Star Charts

Save My Seat

Free · Thursday, August 6 · 2pm ET

Jason Perz

Chief Commodities Strategist

About your host

Meet Jason Perz

Jason Perz has been trading commodity cycles professionally for 15 years. He learned the rotation pattern from his uncle, a trader who got rich in the 1970s supercycle, and has spent his career refining it into a systematic approach that connects macro conditions, sector rotation, and technical confirmation.

In 2025, Jason's personal account nearly tripled as gold, silver, and the miners ran exactly as the sequence predicted.

On January 10, 2026 — before Iran, before the energy breakout, before oil crossed $100 — Jason presented the energy setup at ChartSummit and said: "When it happens, it's gonna happen fast." It did.

Last call

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The T.A.P.E. Trade

Save your seat for Thursday, August 6 · 2pm ET.

Recent winners in the commodities supercycle

The oil men running the T.A.P.E. Trade in real time

Chris Wright

Doug Burgum

Harold Hamm

A series of executive orders and rollbacks designed to remove any red tape preventing the T.A.P.E. Trade from paying out.

EO 14154 — "Unleashing American Energy"

EO 14213 — "Establishing the National Energy Dominance Council"

EO 14318 — "Accelerating Federal Permitting of Data Center Infrastructure"

BLM's energy-dominance implementation memo

The pay-to-play NEPA fast lane (One Big Beautiful Bill)

Interior's offshore red-tape rule