Roadmap 2026: Sell Oil... Buy Gold and Copper


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In the markets, there are reports you read and pass by casually,
And there are reports that force you to stop and completely reevaluate your calculations.

Goldman Sachs' latest 2026 outlook report belongs to the second category, and its message is clear and shocking:

"The world is changing: get rid of oil and gas, hold onto metals."

Here is an interpretation of what’s beneath the surface in this bold future outlook:
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1. Gold... Rise to $4,900!
Yes, the number is correct and not a typo.

"Goldman" predicts gold reaching $4,900 per ounce by December 2026.

Why?
Because central banks are no longer buying gold as an investment,
But as a "mandatory hedge" (Hedge) against geopolitical risks and sanctions.

Gold here is not for speculation, but the "insurance policy" that the divided world trusts.
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2. Oil... Era of oversupply and falling prices
Contrary to that, the outlook for oil is negative (Short).

The report expects massive "supply waves" to flood the market,
Potentially dropping Brent crude prices to $56 and West Texas Intermediate to $52 in 2026.

The era of "oil scarcity" has temporarily passed, and we face an oversupply that will keep prices under pressure for years.
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3. Copper wins the energy race (Power Race)
The new energy equation is not about "fuel" but about "transportation and transmission."

Therefore, the recommendation is:
Buy copper (Long Copper) and sell aluminum.

Copper faces a severe shortage in mines (Supply Constraints) as the world screams for electricity and data centers.

Meanwhile, aluminum is plentiful thanks to China's push for supplies.
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Summary:
We are transitioning from an economy based on "burning materials" (Oil and Gas) to an economy based on "storing value and transmitting energy" (Gold and Copper).

The traditional portfolio relying on energy stocks may face tough years, while real assets (Real Assets) and strategic metals are the winning horses.

The question for you:
Is your portfolio ready for scenarios like "Gold at $5000" and "Oil at $50"?

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