Ryan Stancil,
Editor
Sept. 26, 2025
At this point, there is no other way to say it: You need to have commodities in your investment portfolio.
The market at large is entering a period where investors are showing less confidence in tried-and-true investment avenues as evidenced by sliding index prices.
This is happening against a backdrop of uncertainty both economically and in a larger political context. Between rearranging world orders and growing domestic and geopolitical tensions, investors are doing what they can to protect their wealth.
Add in how here in the US, the government is trying to muscle in on fiscal policy by eroding the independence of the Federal Reserve, and it isn’t hard to see why investors are flocking to traditional safe havens of investing.
You’re seeing it reflected in the headlines, especially as it relates to gold and silver.
Gold recently rocketed past $3800 per ounce before pulling back slightly, likely due to profit taking. Silver is on a similar trajectory, moving past $45 per ounce and showing there’s growing confidence in a metal that was once considered to live in gold’s shadow.
Investors are waking up, and a trend that’s been several years in the making is finally beginning to gain traction.
Now, it’s just a question of how far the trend is going to go and how quickly it will get there.
It may seem like the biggest gains have already been made, but if you look at the potential, you’ll see that’s likely far from the truth.
Goldman Sachs predicts that the price of gold could reach $5000 per ounce by the middle of next year, a roughly 37% gain from the $3750+ it sits at today.
For this to happen, the US dollar would have to weaken even further than it already has this year. If the trend of the Trump administration trying to influence fiscal policy to be more accommodating to its agenda plays out, then further dollar erosion is all but guaranteed.
That erosion makes assets like gold and silver even more valuable, and it already seems like buyers with big money aren’t taking any chances. Central banks have been buying up gold in droves the past few years, and investor interest in bullion has been growing right alongside that. It’s gotten to a point where retail investors can buy bullion bars from Costco.
This renewed interest is, of course, good for miners.
In short, it doesn’t make sense to power the drills and dig up resources, never mind look for new mining sites, until the price hits a certain threshold. With the price climbing as it has been, that exact thing has been happening.
More miners are powering drills, digging up resources, and making discoveries that are elevating their stock prices and making their investors wealthy.
And if gold continues to break all-time highs, we’ll likely see silver follow suit.
Historically speaking, when gold rallied, silver would often soar to greater heights percentage-wise. It happened in 2020 when gold climbed 25% and silver moved up 48% at the same time. Right now, year-to-date, gold is up around 41% while silver is up around 50%. So it’s already happening.
Fortunately, as an investor, you have options to benefit from both metals going up in value.
Gerardo has a new report in Junior Resource Speculator where he covers three early-stage junior miners set to win big in this commodity boom. One deals in gold, the other in silver. Modest investments in either could lead to big wins down the road if this trend continues.
You can learn more about those companies and how to invest by clicking here.
Too many investors have ignored the signs up to this point. Continuing to do so leads to the risk of being left behind while savvy investors thrive.
Keep your eyes open,
Ryan Stancil
Editor, Daily Profit Cycle