Calls
4
Willem Middelkoop
Founder, Commodity Discovery Fund
Win Rate
0.0%
return
-1.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 25
$77.72
-1.8%
Copper is in a strong uptrend and held up well during the recent precious metals correction. Demand from AI and the EV revolution, combined with a worldwide production deficit (older mines depleting, new discoveries insufficient), is likely to drive a new bull market in copper and copper mining stocks.
Commodities
Long
Jul 25
$75.23
-1.6%
After a severe 6-month correction, gold and silver mining stocks have likely made a bottom. The XAU (gold/silver index) has tested a multi-decade breakout level. Major producers like Newmont and Barrick trade at P/E ~10-11 with strong free cash flow, making them cheap. The sector could double in the next 12-18 months, with seniors and royalty companies recovering first.
Thematic ETFs
Long
Jul 25
$371.90
-0.9%
Central banks are buying around 1,000 tons of physical gold per year, preparing for the decline of the US dollar system and a potential sovereign debt crisis. Deutsche Bank predicts gold could reach $12,000–$14,000 as gold returns to a larger role in monetary reserves. The secular bull market is just starting, driven by central bank demand, not retail speculation.
Commodities
Long
Jul 25
$52.59
-2.2%
Silver has retraced over 50% back to a major breakout level around $55, creating a strong buying opportunity. Based on the historical gold-silver ratio (1:10), with gold at $5,000 or higher, silver could reach $500, and shorter term it could go back to $100. The speaker personally bought more and sees a generational silver bull market.
Commodities
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Willem Middelkoop has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: COPPER, SILVER, GDX.
