Gold's new base is US$4,000, junior bull cycle in progress
John Kaiser sees US$4,000 per ounce as gold's new base.
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Most coveredGold 9 →Silver 7 →Uranium 5 →
John Kaiser sees US$4,000 per ounce as gold's new base.
'Where do prices go from here? I suspect higher' — refining bottleneck to pressure oil prices up.
Platinum is at a pivotal point and looks like a potential speculation for resource investors right now
Steve Barton says palladium makes a good speculation.
Steve Barton says uranium is his top play right now.
David Morgan says gold and silver stocks are breaking out as the market recognizes their real value.
Copper price will double from here
David Morgan shares an end-of-2026 silver price forecast (bullish call, level not stated in material)
Gold is resilient at US$4,000 despite headwinds, with continued strong central bank demand supporting a rise in H2.
Platinum is undervalued.
Byron King names Wheaton Precious Metals among gold stocks he likes.
Byron King names Franco-Nevada among gold stocks he likes.
Byron King names Energy Fuels among uranium stocks to watch/buy.
Byron King names UEC among uranium stocks to watch/buy.
Byron King names Transocean as an oil/gas stock to watch.
Byron King names Oceaneering as an oil/gas stock to watch given the oil opportunity is not over.
Byron King names Hemlo Mining as a gold stock to watch/buy.
Byron King names Banyan Gold as a stock he likes now.
Byron King names Lara Exploration as a stock he likes now.
Byron King names Seabridge Gold as a stock he likes now.
Byron King names Contango among mining stocks he likes with the sector 'on sale.'
Rule lays out a long-term oil bull case.
Into the end of the year you're going to have quite a rally in uranium prices.
Copper has a strong future.
Bullish on silver as a hard asset to own in an inflationary regime, playing its volatility.
When the war ends, one way or the other, the oil price retreats.
The dollar has to start getting weaker on a more structural basis for gold to bottom — Rhind expects a reversal in the dollar cycle.
Gold and silver are positioned to rise over the long term once the dollar cycle reverses.
O'Connell sees potential for another downward leg in the gold price.
Commodities have re-emerged as a strategic asset allocation, with institutional interest increasing in 2026.
The industrial metals story has strengthened as institutional investors return to commodities on resource-security themes.
Grandich is bearish on bonds.
Grandich is bearish on stocks.
Grandich makes the bullish case for uranium.
Grandich makes the bullish case for copper.
Higher silver prices are still to come.
Silver has more potential downside before the uptrend resumes.
Platinum investment demand will return in 2026, leaving the market in a ~300,000 ounce deficit — supportive of higher prices.
Rule discusses gold's price potential positively.
Chambers names Equinor as his oil stock to watch.
Chambers cites NVIDIA favorably as part of the AI supply chain opportunity.
Chambers is positive on Nokia on the back of its NVIDIA deal.
Chambers names Intel among opportunities in metals processing / AI supply chains.
Chambers names EnerSys as his energy storage stock pick.
Major indexes go much higher in a melt-up over the coming months.
Gold could still fall as low as US$3,500 per ounce before its next leg higher.
Barton likes the nickel companies he mentioned a lot, including Magna Mining.
Barton likes the nickel companies he mentioned a lot, including Centaurus Metals.
Coal is in a sweet spot — you have about a month to get in before you miss it.
Barton likes uranium as an opportunity right now.
Hoese says he is 'super bullish' on copper.
Feneck tells investors to hang in there on gold stocks, implying recovery from the current drawdown.
Baird expects oil to stay higher for longer as the Iran war constrains supply and the impact spreads.
"Just about every silver producer is a five+ bagger right now" — expects large upside in silver producers.
Moriarty cites strong demand for silver and holds it as protection, implying higher prices.
Moriarty says it is still very early for gold, with a next price trigger and hyperinflation potential ahead.
"Asset holders will lose money no matter what you do" — Faber expects broad asset price declines.
Garner says the precious metals, including silver, may be heading into bear market territory.
"My best guess is we've probably seen the highs in gold" — Garner sees gold heading into bear market territory.
Barton is taking profits in oil stocks, implying limited further upside.
Barton sees a uranium opportunity and is rotating capital into the uranium sector.
Linville says fertilizer prices are high and supply tight due to the Iran war and Chinese export restrictions, with unfavorable calendar timing keeping prices elevated before any normalization.
Tindale sees a supply reckoning coming for rare earths, critical metals and copper as chip demand rises.
Sterck says the themes behind last year's platinum price run are still in play this year and for the foreseeable future, with a continuing market deficit supporting prices.
"You're going to see that flood of money — top-end funds, but also at the retail level — stepping in" to mining.
Costa discusses a bearish US dollar view alongside his cheap-asymmetric-trade thesis in mining, energy and emerging markets.
Feneck sees investors rotating away from the tech sector and toward commodities.
"This sector is on fire, this sector will continue to rally" — expects commodity stocks to keep rallying as investors rotate out of tech.
Day is "very bullish" on copper.
Lundin says gold and silver equities are just starting to respond to metals prices and have a long way to go — still in the early innings of the run.
Carrasco says silver must rise much higher and that a silver force majeure is inevitable.
Carrasco says gold is going 'much higher' — prices must rise substantially from here.