With oil soaring, gold at $5,100 per ounce, and the Dow Jones and NASDAQ down, take advantage of the big opportunities!

With the axiom of “buy low and sell high”, now is the time to buy low! Our economy has excellent fundamentals as oil production is at record levels, while $18 trillion in investment commitments along with 9 better trade deals should lead to a very strong economy by the second half of 2026. From the tax cuts and BBB changes, tax refunds are expected to be $1,000 higher this year, which will fuel greater consumer spending. What will have an even greater impact, companies will be able to deduct 100% of capital expenditures, which will stimulate investment and job creation. I think the second half of 2026 is going to be incredible, and my recommendations for making what will hopefully be big gains are… buy the dip now!

Yes, oil surpassed $100 per barrel, but this should be temporary. In the next week, the United States should provide insurance for oil tankers passing through the Strait of Hormuz, and also provide naval escorts, which once order is restored in the Strait of Hormuz, oil prices will immediately fall. Around 20% of the world’s oil passes through the Strait of Hormuz, while soon Iran’s military capacity will be almost zero, since almost all its ships are at the bottom of the sea.

Former National Economic Council Director Larry Kudlow believes that oil will return to the $60 price level. After all, U.S. production is at record levels and is projected to stay there according to the National Energy Information Administration. I put my money where my mouth is, as today I bought an ETF that benefits when oil prices go down. I state that this carries the risk of losing some or all of the investment, but I selected Pro Shares Ultra Short Bloomberg Crude Oil (NYSEARCA:SCO). Oil is likely to be quite volatile until safe passage in the Strait of Hormuz is restored, but hopefully that will happen soon.

As for the respective highs, the Dow Jones is down about 5.7%, the S&P 500 is down 3.8%, and the Nasdaq is down about 7% today. Considering trillions of dollars in investment commitments, better trade deals, and the consumer having more money to spend thanks to higher tax refunds and tax incentives for business development, I bought ETFs for all three indexes. For the Dow, I chose State Street SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA). The Invesco QQQ trust indexes the Nasdaq (NASDAQ:QQQ), and the index I purchased for the S&P is the State Street SPDR S&P 500 ETF Trust (NYSEARCA:SPY).

Once the conflict with Iran is successfully resolved, consider selling gold. Basically, when the dollar loses value, the price of gold rises, since it takes more dollars to buy one ounce of gold. Foreign banks were selling Treasury bills and buying gold, causing the dollar to fall, causing the price of gold to skyrocket. Additionally, in times of uncertainty, gold tends to rise.

READ: The analyst who called NVIDIA in 2010 just named its top 10 AI stocks

Within a few weeks, the military capabilities of Iran and its terrorist regime are likely to be destroyed. Gold will decline when peace is restored. Most significantly, with trillions of dollars of investment flowing into the United States and the construction of artificial intelligence data centers, combined with much better trade deals (such as the EU’s purchase of $750 billion of natural gas with $600 billion of investment, and investments from around the world that have given Boeing a $682 billion backlog of aircraft), there will be an incredible amount of economic activity leading to huge demand for dollars in the coming months. Therefore, the value of the dollar should increase and gold will likely decrease significantly. To profit from this, I would wait until things calm down with Iran and invest in a fund that sells gold. You can investigate Pro Shares Ultra Short Gold (NYSEARCA:GLL). Only a very small portion of the portfolio should be allocated to higher risk investments, for which this qualifies.

Lastly, NVIDIA Corp (NASDAQ:NVDA) is currently priced at $180, below its all-time high of $212, while Advanced Micro Devices Inc. (NASDAQ:AMD) is $197, 70 points off its all-time high, but according to its CEO, it has more business than it can possibly handle in the coming years. Buy both for long term holdings.

If making money was easy and magically everything would just increase in value, well, how fun would that be? In recent years, the consumer has learned what hedge funds and big Wall Street brokers have practiced for many decades: buy the dips, particularly when economic fundamentals are strong. I end with a recommendation to buy a good pair of sunglasses, since the future looks quite bright!

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