Michael Oliver’s 2026 Framework: Gold, Silver & Commodities — Stocks & Bonds Are Topping

Feb 9, 2026

Michael Oliver, founder of Momentum Structural Analysis and macro strategist, outlines his 2026 framework. He warns that U.S. stocks and sovereign bonds look late-cycle and possibly trapped. He sees gold and silver as early in a major bull, miners as potential percentage leaders, and broad commodities as just beginning a sustained uptrend.

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ADVICE

Buy Gold, Silver And Miners Now

Buy the monetary metals pullback and emphasize miners as a late-entry opportunity.
Use ETFs like SIL or individual miners to capture the largest percentage upside.

INSIGHT

Commodities Are Just Beginning

Commodities are historically cheap and technically entering a sustained uptrend that began reasserting in October.
Expect a major bull leg in commodities riding on the coattails of gold and silver.

ADVICE

Move Away From Sovereign Debt

Avoid U.S. government debt and major Western sovereign bonds because they are no longer safe.
Expect potential price panic and large yield spikes on the long end, so reduce bond exposure.

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You Asked, Michael Oliver Answers... his highest-conviction 2026 outlook in just 7 minutes. 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.

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