The SECRET Strategy for Trading Commodity Bottoms (Silver, C

Source: Finding Finance | Date: January 25, 2026

Key Takeaways

Money is rotating into inflationary assets as commodities bottom, following a typical sequence: gold first (anticipatory), then silver, copper, and oil
Energy and commodity equities have already bottomed (April-May 2024) with some companies up 100%+ from lows, while the underlying commodities haven't broken out yet
We're entering a long-term commodity supercycle driven by dollar debasement and debt monetization - potentially lasting decades
Smart positioning requires getting in during "frightening environments" at cycle turning points, not waiting for obvious breakouts
Chile's copper production peaking in 2027 creates supply constraints just as AI and reshoring drive demand higher

Predicts copper will "outperform gold over the next 2-3 years by a long margin"
Expects massive moves in copper and oil following gold's recent repricing
Believes silver will outperform S&P 500 "for the rest of my life" - comparing current setup to 1960s
Dollar weakness cycle beginning, benefiting hard assets over financial assets
Emerging markets breaking out vs SPY signals early dollar decline

INFL ETF: Inflation beneficiaries fund hitting all-time highs
Chevron (CVX): Breaking out ahead of oil move
Silver: Up significantly, in early stages of massive outperformance cycle vs stocks
Copper: At cheapest levels vs gold since mid-2000s, expects major breakout
Uranium: Miners at new all-time highs, trend just starting
Oil: Equities bottomed, commodity breakout anticipated soon

"The best bargains are always found in frightening environments. And frightening environments typically occur between a shift of inflation to deflation or deflation to inflation."
"People have no idea. The endgame prices of every commodity will depend on where they reset gold to. Gold will be the currency value."

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