2026 Framework: Gold, Silver & Commodities — Stocks & Bonds Are Topping

U.S. stocks and government bonds are late-cycle, even new market highs could be a trap, sovereign debt is “not safe anymore”.

Image Source: Unsplash


The Momentum Structural Analysis founder explains to Trey Reik why he believes U.S. stocks and government bonds are late-cycle, warns that even new market highs could be a trap, and argues that sovereign debt is “not safe anymore.” Oliver then shares why he sees gold and silver as still early in a much larger bull market, why miners could lead on a percentage basis, and why broad commodities like oil, agriculture, and base metals are “just giving birth” to a new uptrend. This is a rapid-fire framework for portfolio positioning focused on risk, rotation, and capital preservation.


Video Length: 00:07:04


More By This Author:

“Bitcoin Is Broken” — Why Silver, Gold & Commodities Aren’t Done
Rethink Your U.S. Exposure: Foreign Markets To Outperform?
What Is Real Money? Why Dollars Aren’t Savings & Gold Returns

Comments