| I came into this year already heavily invested in gold, silver, and mining stocks, and today I want to share with you my top idea for the moment – the thing I would buy right now to put new money to work. |
| Now I really didn’t do many trades this year at all, because I was already positioned, and it turned out to be about the best positions anyone could have, because the price of silver simply exploded. |
| On Friday silver went up 9.99% to close right below $80 an ounce. |
| Those who thought it was too high at $50 have been proven wrong, but many doubted silver would do anything two years ago, because it was trapped in a base with the $26 resistance level holding it down, and all they were hearing were Bitcoin gurus telling them to buy crypto, and that got their attention. |
| In 2024, though, silver smashed though that key level, but what I want you to notice on this chart are the pink Bollinger Bands surrounding the silver chart, and how they came together in 2024, right before that breakout, and against this year in the summer. |
|
|
| What Bollinger Bands do is measure volatility, and when the 200-day Bollinger Bands come together, like you saw happen with silver in 2024, it means the volatility is severely compressed. The price action acts like a spring, so when the compression ends prices move hard. |
| The same thing happened with palladium, which was up 14.21% on Friday alone, this May. |
| The $1000 level had been holding it down for over a year and it smashed through that level this May and doubled in price. |
|
|
| Platinum also had a sideways consolidation setup, with the 200-day Bollinger Bands squeezing together, even closer together than they were with palladium. Platinum broke out and simply soared. |
|
|
| My buys this year where in platinum, palladium, and a foreign bond ETF I’ll talk about in a few days. |
| What I want to share with you now is my best trading idea right now, and it is to get involved in commodities in 2025. |
| You see when gold and silver go up, typically the overall commodity complex starts to go into a bull market 1-2 years AFTER gold and silver do. |
| So, on that basis the Commodity Research Bureau Index, which consists of a broad basket of commodities, is likely to breakout and run next year. |
| You can see how it has been going sideways in a narrow range for three years now. |
|
|
| As for ETF’s, the one that most closely mimics the CRB Index is PDBC, which holds futures contracts in various commodities. |
|
|
| This is my top idea, when I think of the risk to reward in regards to entry point, for putting new money to work right now. |
| I know it’s hard to buy silver after it has been soaring like this and most of the other metals, but the CRB Index and PDBC has not broken out and gone up – yet. |
| For more information on this ETF, and what it holds, you can find that here. |
| I did an audio podcast about my own investing performance and some things I am planning and thinking about for 2026. |
| You can listen to it here. |
| -Mike |
Wall Street Window – Here Is Why Commodities Are My Top Trade Right Now For 2026 (ETF For New Money)
