MINERS 'About to Go Berserk' - Gold, Silver and the 13-Year Signal: Michael Oliver
Wheaton rapidly reclaimed previous highs as part of the miner breakout.
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Most coveredSilver 17 →Gold 16 →US Dollar 9 →
Wheaton rapidly reclaimed previous highs as part of the miner breakout.
Chris Vermeulen remains long the NASDAQ while trimming profits
Bitcoin could outperform before year-end
Bond yields fall as a global bust triggers massive QE
Silver could revisit $50-$52
Yield-curve control and de-dollarization undermine the U.S. dollar
Newmont reached an all-time high, with miners pricing in stronger precious-metal fundamentals ahead
Cheap commodities relative to stocks will attract massive capital rotation.
The HUI above 800 may still be early in the cycle; institutional rotation could send miners dramatically higher.
A weaker dollar could push oil higher.
Gold and mining stocks are outperforming Bitcoin.
U.S. Treasury prices are falling and show growing weakness.
Strategy shows growing weakness and its financing model is under pressure.
The S&P 500 could push toward 8,100–8,200 before a major correction in 2027.
Japan's yen is collapsing and will force another round of Fed intervention.
Platinum's concentrated supply creates explosive upside risk.
Gold becomes one of the strongest long-term wealth-preservation assets as debt, deficits and dollar debasement grow.
Weakening Chinese oil demand and rising EV adoption could accelerate oil demand destruction.
The biggest opportunity may shift toward long-duration U.S. Treasuries if markets normalize.
Bitcoin is lagging gold, silver, and mining stocks.
Silver is entering a powerful repricing phase with $50 as critical support.
Weakness in the S&P 500 and fading AI momentum set up a precious metals rally.
Silver miners are deeply discounted and represent one of the market's most overlooked opportunities.
Don Durrett expects one more correction in gold before the next major advance.
The U.S. dollar is falling and weakening confidence signals a deeper shift.
A strengthening U.S. dollar could pressure precious metals further.
Gold and silver miners may outperform physical metals through the next M&A cycle.
Schiff argues long-term fundamentals for gold continue to strengthen as deficits and money printing expand.
Rising rates could trigger stress in high-yield credit markets and expose hidden risks across bonds.
Rising yields and forced liquidations can push silver lower in the near term.
Rick Rule argues junior mining and quality gold mining stocks, down ~40% despite stable gold prices, present rare value for patient investors.
Silver could outperform as the next leg of the precious metals bull market develops.
Treasury demand could rise even as broader financial markets weaken.
Vermeulen: gold could briefly fall toward $3,600 before rebounding.
Bitcoin's weakness will redirect investors toward physical precious metals.
Falling bond yields could briefly benefit financials and homebuilders.
Hunt sees platinum as deeply undervalued and one of the most overlooked hard assets.
Silver miners remain deeply undervalued despite improving fundamentals.
Central banks are favoring gold over U.S. debt, implying weaker Treasury demand.
Growing pressure in Japan's bond market suggests unresolved structural problems.
Uranium may become the overlooked winner of the next decade on AI-driven demand.
The system cannot sustain elevated rates without sacrificing currency stability, implying eventual dollar weakness.
Japan's weakening yen could become a global warning signal, implying further yen weakness.
The easiest commodity gains may already be behind us.
Falling mining valuations are creating undervalued mining and energy opportunities.
Oil prices could fall now.
Oil could surge again later due to underinvestment.
A strengthening U.S. dollar could trigger one final metals shakeout.
Copper shortages and rising energy demand point to higher future prices
Mining stocks are quietly outperforming and diverging positively from metals prices.
Hunt says liquidity events temporarily pressure gold and silver before the uptrend resumes.
Oliver believes silver's decades-long historical range is ending and current congestion is setting up a much larger upside repricing.
Vermeulen outlines a downside scenario of silver falling toward $40 based on Fibonacci and measured-move analysis.
Dowd warns concentrated AI speculation (45% of market cap, semis up 80% in weeks) is disconnected from economic reality and at risk.
A potential oil shock plus rising delinquencies could threaten stocks and bonds.
Francis Hunt expects gold to face one more correction / final selloff before moving higher.
Schiff believes Bitcoin faces pressure from multiple directions.
Silver stocks may outperform even if silver prices stay volatile.
Rising debt and deficits will pressure confidence in Treasuries.
Bond markets continue weakening amid a growing government bond crisis.
Long-term yields climb in Japan, the UK, and the U.S. as debt-market strain intensifies.
The US dollar weakens as de-dollarization accelerates and central banks print money.
Mining stocks are dramatically undervalued and may offer the biggest upside.
Peter Schiff says gold is still dramatically undervalued with further upside.
Silver could surge to $300–$500 as structural mispricing corrects; going back to triple digits.
Bitcoin may outperform stocks if markets start to fall.
Silver could fall to $40 before rallying.
Commodities and gold are entering a synchronized supercycle led by structural shortages.
Gareth Soloway says gold's blowoff rally signals momentum exhaustion with downside toward support at $4,300, $3,900 and $3,500.
Jim Rickards says gold is moving toward $10,000 on central bank demand and flat supply.
Silver has broken out above decades-long resistance and will lead gold higher into 2026.
Silver shows topping signals and weak demand, with further downside risk in a market selloff.
Gold pulls back from recent highs with downside risk toward $3,800, and could retest $3,800 as rates stay higher for longer.
The dollar continues to weaken as global de-dollarization accelerates.
The S&P 500 is rolling over as capital shifts into gold and silver, which will outperform.
Copper remains a strategic asset that should benefit from the unstable macro environment.
Miners are deeply undervalued at 7–9x free cash flow and the HUI has broken major resistance, implying more upside in mining stocks.
Gold is potentially targeting $5,400 in the current cycle with long-term projections toward $9,200.
Oil's geopolitical surge is emotional overpricing that should fade back toward prior ranges.
Rule repositioned from bullion into select gold and silver mining equities, favoring them going forward.
Silver's tripling is not a peak but early-stage acceleration with much more upside ahead.
Silver miners are positioned for a historic catch-up and will outperform as spreads echo the metals' breakouts.
Silver's parabolic rally past $106 toward $120 resembles the 2011 blowoff top and momentum allows a pullback toward $50 or even $30 before a durable base forms.
In a 2008-style liquidity shock, gold could be sold first and mining equities hit by forced liquidation.
The Dow could surge toward 100,000 under a Trump-driven economic boom narrative.
Gold near $4,919 is in late-cycle consolidation, not a final peak; the bigger uptrend remains intact.
Silver's surge toward $100 is still early; prices between $100 and $300 are plausible over time.
Capital is rotating away from Bitcoin and stretched equities into precious metals.
The dollar weakens as bond market stress forces central bank intervention.
U.S. Treasuries destabilize with rising long-term yields and losses across bond markets.
After the parabolic rally peaks, silver corrects sharply into the $62–$72 pullback zone, with deeper resets into the $50s or $45 possible.
Gold continues to be accumulated as a strategic asset amid geopolitical tension and central-bank buying, leading precious metals higher.
Silver's breakout relative to gold precedes rapid upside and it could overshoot traditional fair value.
Uranium's contract-market strength supports a bullish outlook through 2026.
Copper's industrial role supports a constructive outlook through 2026.
Rising real rates and forced selling continue to pressure long-duration sovereign bonds lower.
Silver juniors and high-quality silver producers could deliver outsized returns over the next decade.
The U.S. dollar continues to weaken under $34 trillion in federal debt.
Silver risks one last dip below $50 in a temporary metals shakeout driven by equity-market fragility.
Stretched valuations and narrow S&P 500 leadership set up a broad stock-market selloff.
A broad stock-market selloff could briefly push gold under $4,000.
Mining stocks like GDXJ are a rare buying window with fundamentals, momentum and technicals aligning.
Mining stocks like GDX are a rare buying window with fundamentals, momentum and technicals aligning.
Bitcoin and crypto stocks face deep bear-market losses in contrast to metals.
$100 silver by year-end or January is not out of the question given overwhelming physical demand.
Surging sovereign buying and a breaking gold–silver ratio support higher gold prices.