Chaos Is Winning... And So Are These Three Assets

Why stocks, gold, and silver can all keep soaring in 2026… A market signal that has hit eight times in 40 years… A parabolic trade with staying power… Your invite to our Investment Committee meeting tomorrow...

Chaos reigns...

Welcome to another crazy week...

Natural gas futures were up big again, around 25%. They've more than doubled in price in just a week, as a major winter storm temporarily knocked out about 10% of U.S. natural gas production amid surging energy demand in a widespread cold snap.

And, we thought we were done with this, but we hear talk of another government shutdown in Washington...

A deadline for more funding is approaching on Friday. Senate Democrats are now saying they will oppose a $1.2 trillion package that includes money for the Department of Homeland Security. This department includes Immigration and Customs Enforcement ("ICE"), whose agents fatally shot a second U.S. citizen in Minneapolis over the weekend.

Meanwhile, the Supreme Court could rule on tariffs any day now... U.S. warships (an "armada," President Donald Trump said) are congregating in the Middle East with eyes on Iran... and Russia is still at war with Ukraine. We could go on.

It has all been great news for investors' favorite "chaos hedge." Between these geopolitical risks, buying from the world's central banks, and interest from everyday investors, gold now trades for more than $5,000 an ounce.

Most other major asset classes were higher today, too...

Stocks, seemingly immune to anything, rose... The benchmark S&P 500 Index gained 0.4% and is just a few tenths of a percent from its all-time high. The story is similar for the equal-weight S&P 500, which was up slightly today and also close to a record high.

And like gold, many other hard assets and commodities continue to rip higher.

They – and anyone with these assets in a well-diversified portfolio – are having a moment. Just check out our recent 52-week-high list of open Stansberry Research recommendations in each day's Digest to get a sense of it.

Maybe most notably, silver soared another 6% today to near $110 per ounce. It's enjoying a parabolic spike, up almost 140% in the past three months. As we wrote two weeks ago, in our January 15 edition, silver's move over the past year and few months is rare... and is due for a cooldown eventually.

But we also noted that several of our analysts, including DailyWealth Trader editor Chris Igou and Ten Stock Trader editor Greg Diamond, had open silver positions in their model portfolios.

Since then, Greg opened another long silver trade and, given the short-term moves, today just closed it out for a 120% gain within just three trading sessions. Ten Stock Trader subscribers remain in another long position that's up more than 45% since January 9.

This kind of action can continue longer than you might think...

We can't tell you what will happen exactly in U.S. and world news next, though the trend is more toward chaotic events than calm, with no break of the trend in sight.

Similarly, patterns in stocks in other assets could go on longer than it might "make sense."

Consider what Stansberry Research senior analyst Brett Eversole wrote earlier this month.

As Brett noted, a lot of people – including those in the mainstream financial media – presume and say that stocks and assets like gold and silver can't rise in tandem, or not for long.

By last fall, the U.S. stock market was solidly positive for the year, but the much bigger winners were precious metals – namely, gold and silver. "Talking heads pitched it as an inexplicable phenomenon," Brett wrote. Yet as he showed, it's not that rare...

Over the past 40 years, we've seen all three assets rise by 10% or more [in a year] eight times. So this "impossible" setup has happened about 20% of the time. That's far from unusual.

With that knowledge, it's still worth asking what tends to happen next. And the answer is good news for all three investments. Take a look...

When stocks and precious metals both win, they tend to keep winning.

You can see that in similar situations, stocks delivered good returns over the next six months and year. Gold did even better, and silver even better than gold. As Brett concluded, momentum is in this trend's favor...

When stocks and precious metals perform well together... they tend to keep performing well.

Folks don't know that unless they study the data. They think stocks shouldn't rise when gold and silver rise. That's dead wrong.

And so, Brett said, "We can expect all three assets to keep rising in 2026."

Commodities, in general, keep trending higher...

Similarly, in DailyWealth Trader on Friday, Chris Igou shared two markets set to soar this year that have been trending higher... and gold and silver's parent bucket of commodities was one of them. As Chris noted...

We also use moving averages to analyze the trends...

Moving averages remove the "noise" of daily price swings, giving us a clearer picture of an asset's trend.

We're going to use the typical 50- and 200-day moving averages ("DMAs"). There are two key points to consider when looking at moving averages...

The first is that during bull markets, assets tend to trade above their moving averages most of the time. And during bear markets, they typically trade below them.

The second key point is that the moving averages are the trends.

For the past five years, the United States Commodity Index Fund (USCI) has mostly traded above its long-term trend. And any time it dipped below its shorter-term 50-DMA, it wasn't for long. As Chris shared...

As you can see, USCI spent late 2025 trading along its rising 50-DMA. In 2026, it has shot higher off that support line and is back to all-time highs.

Chris recommended that DailyWealth Trader subscribers open a position in USCI back in January 2022, and folks who followed his advice are up about 79% since then. This is a "steady bull market without many big drawdowns," Chris said.

Chris' full update includes details on the other market he thinks will rise in 2026, plus his guidance and notes on a variety of other precious metals trades. DailyWealth Trader subscribers and Stansberry Alliance members can find it here.

Another add to the 'White House portfolio'...

One of the big tailwinds for commodities over the past six months or so has been announcements and plans from the White House to invest in various businesses with "national security" interests. Today, the government announced another...

The Department of Commerce today said it intends to provide USA Rare Earth (USAR) with a $1.3 billion loan and $277 million in federal funding. The deal will give the U.S. government an 8% to 16% stake in the company, depending on whether the government exercises the deal's warrants.

The investment from the White House will help the company build a plant in Oklahoma and a mine in Texas. USA Rare Earth is a manufacturer of rare earth magnets, which are critical to the defense, robotics, semiconductor, electric-vehicle, and renewable-energy industries.

USAR shares rose as much as 20% today and closed 8% higher.

What to watch this week...

On Wednesday afternoon, the Federal Reserve will conclude its latest two-day policy meeting, and Fed Chair Jerome Powell will give a press conference for the first time since he defended Fed independence in a video a few weeks ago.

The market is not expecting the Fed to lower rates at this meeting. Futures traders have put 97% odds on the central bank keeping its federal-funds rate range where it is between 3.5% and 3.75%. But Powell's press conference could include some new information or discussion around the Fed's bond-purchasing plans worth following.

After that, following Wednesday's close, three of the Magnificent Seven tech giants will report their quarterly earnings. Meta Platforms (META), Microsoft (MSFT), and Tesla (TSLA) each report after the bell. We'll have a preview tomorrow.

Last but not least...

As our Director of Research and Publisher Matt Weinschenk wrote about in Part I of our annual Report Card on Friday, we are inviting you inside our team's next Investment Committee meeting at 10 a.m. Eastern time tomorrow morning...

This committee – which includes Dr. David "Doc" Eifrig, Whitney Tilson, Brett Eversole, Alan Gula, and Matt – regularly meets to put together, debate, and discuss our Portfolio Solutions products... like The Total Portfolio, which draws from the research done across all our publications.

Our team usually has these discussions behind closed doors. But tomorrow we're opening this one to the public...

The committee, plus a special guest, will talk about big topics like how AI will affect energy demand and what Trump means for your portfolio. Plus, each of our experts will share their top investment idea for the year.

Catch it all tomorrow. I'm sure you'll learn a lot about your own portfolio in the process. But most of all, you'll learn about The Total Portfolio, which outperformed its conventional "stock/bond" benchmark in 2025 while taking on less risk.

Click here to register for this event right now and make sure you don't miss a minute.

New 52-week highs (as of 1/23/26): Agnico Eagle Mines (AEM), First Majestic Silver (AG), Valterra Platinum (ANGPY), Barrick Mining (B), BHP (BHP), Century Aluminum (CENX), WisdomTree Japan SmallCap Dividend Fund (DFJ), iShares MSCI Emerging Markets ex China Fund (EMXC), Equinox Gold (EQX), Ero Copper (ERO), iShares MSCI Spain Fund (EWP), iShares MSCI South Korea Fund (EWY), Freehold Royalties (FRU.TO), Cambria Foreign Shareholder Yield Fund (FYLD), VanEck Gold Miners Fund (GDX), VanEck Junior Gold Miners Fund (GDXJ), Gilead Sciences (GILD), SPDR Gold Shares (GLD), KraneShares MSCI Emerging Markets ex China Index Fund (KEMX), Kinross Gold (KGC), Monster Beverage (MNST), Newmont (NEM), Nucor (NUE), Novartis (NVS), New York Times (NYT), Ormat Technologies (ORA), Pan American Silver (PAAS), abrdn Physical Palladium Shares Fund (PALL), Sprott Physical Gold Trust (PHYS), Sprott Physical Silver Trust (PSLV), Royal Gold (RGLD), Roche (RHHBY), Sibanye Stillwater (SBSW), SandRidge Energy (SD), Sprott (SII), Skeena Resources (SKE), iShares Silver Trust (SLV), SSR Mining (SSRM), Torex Gold Resources (TORXF), Tenaris (TS), Sprott Physical Uranium Trust (U-U.TO), ProShares Ultra Gold (UGL), Vale (VALE), Vanguard FTSE Europe Fund (VGK), Telefônica Brasil (VIV), Wheaton Precious Metals (WPM), State Street Energy Select Sector SPDR Fund (XLE), and ExxonMobil (XOM).

In today's mailbag, feedback on Dan Ferris' Thursday essay... and some feedback on Part I of our annual Report Card. Matt will respond to more of your feedback in more parts to come. As always, send your comments and questions to feedback@stansberryresearch.com.

"I've been a life member of Stansberry Research for 12 years and have always been impressed with Dan's objectivity and constant self-examination of his recommendations. We all do that, but seldom telling anyone, fearing they would be judged 'weak'. Most offer advice like 'You should be prepared to defend your convictions'. Perhaps it's the clean air in Medford, Oregon or being away from the pressures of big city and living among competitive compatriots, but a lifetime of trading experience has proven it better to trust advice from a source that admits uncertainty when unexpected circumstances bring forth doubt." – Subscriber Wayne S.

"I thoroughly enjoyed your first report card and the explanation of the investing logic of the three different portfolios. I now have a better understanding of investment strategies. I have reserved a spot for the Investment Committee Meeting. I will be traveling that day but will have my laptop with me and hopefully can join the meeting to observe." – Subscriber Jack F.

"First, I will be the first to acknowledge and agree with your statement that we don't appreciate all the work in creating an outstanding portfolio! Thank you. Second, [I see] the importance of averting or decreasing risk as we build our wealth over our lifetime and more so as we reach the 'golden' years! I look forward to being in the committee room." – Subscriber John C.

All the best,

Corey McLaughlin with Nick Koziol
Baltimore, Maryland
January 26, 2026