Retirement Stocks

Stocks to own in 2026. 

India pension funds buy gold

New structural demand from pension funds.

U.S. gold investors Vs. gold price

If US private investors double their gold portfolio, gold will go up 20%. 

IEA Oil Glut

Do not buy oil. 

Silver demand from EV

Silver Institute report.

Real inflation adjusted silver

Silver is going a lot higher. 

Silver to $500

Silver is going to $500.

USD Overvalued

The USD is overvalued. 

Copper mine supply disruptions

Copper supply will be weak in the coming years. Silver as well.

Oil CAPEX/Amortization Ratio

When oil CAPEX is higher than amortization, production will rise. 

Yardeni $10000 gold

Yardeni targets for 2030:

- Gold: $10000 (+150%)

- S&P 500: $10000 (+50%)