#Gold & Commodities · Pundit Scoreboard · Stock calls
171 calls
118 decided
48 hits
49 partial
21 misses
52 pending
🏆 The Scoreboard
⚡ Short <60 days
📈 Mid 60-360 days
🌳 Long >360 days
💡 Three time horizons: Short <60d · Mid 60-360d · Long >360d
💰 Avg P/L = equal-weight blind-follower model — average return per decided call
💸 Spectacular Misses
Sorted by loss magnitude. Up to 3 cards per pundit.
GLD SHORT
correction by gold will
VS Reality
Miss: P/L -624.0% · vs SPY +659.0%
MACRO:WTI SHORT
Bloomberg commodity index has dropped back to to 100 uh and um and and probably will continue to go down
VS Reality
Miss: Entry $61.99 → Exit $112.41 · P/L -81.3% · vs SPY -113.2%
MACRO:NATURAL_GAS LONG
natural gas prices will curl back higher again, just like we saw with lumber.
VS Reality
Miss: Entry $7.30 → Exit $2.11 · P/L -71.0% · vs SPY -66.9%
MACRO:WTI SHORT
I would expect prices to drop again even below 40 when there is again an oil glut which will be volatile
VS Reality
Miss: Entry $49.29 → Exit $74.29 · P/L -50.7% · vs SPY -65.9% · Target $40.00
SLV SHORT
Then mid January, it hits $80 to $85. Exhaustion candle hits, profit taking kicks in, and what happens? It sells off to around $70 support.
VS Reality
Miss: Entry $66.01 → Exit $85.39 · P/L -29.4% · vs SPY -27.9% · Target $70.00
MACRO:GOLD SHORT
I do have exposure to gold which I'm happy about I think it's nearly topped out I don't think the inflation narrative will continue I think we'll actually have…
VS Reality
Miss: Entry $2,661.40 → Exit $3,218.70 · P/L -20.9% · vs SPY -14.3%
SLV LONG
I own gold i own silver i see inflation coming and getting worse it's here already it's going to get worse
VS Reality
Miss: Entry $23.88 → Exit $19.98 · P/L -16.3% · vs SPY -5.8%
SLV SHORT
when we get the inevitable pullback, the the exhale of this move, it's going to be 10% pullback very easily. And when this move tops out into weekly consolidat…
VS Reality
Miss: Entry $71.12 → Exit $81.02 · P/L -13.9% · vs SPY -14.1%
SLV SHORT
You should see a pullback by silver sometime in the next few months that's going to take it back below the prior all-time highs
VS Reality
Miss: Entry $46.99 → Exit $68.14 · P/L -45.0% · vs SPY -43.5%
MACRO:WTI SHORT
we think oil prices are going to go down quite a bit
VS Reality
Miss: Entry $67.04 → Exit $94.77 · P/L -41.4% · vs SPY -60.5%
MACRO:WTI LONG
it appears that Brent could crack above 124 once again
VS Reality
Miss: Entry $120.93 → Exit $87.31 · P/L -27.8% · vs SPY -33.1% · Target $124.00
SLV SHORT
if we break 3068 our monthly lower high is set and we're now looking back down at 2874
VS Reality
Miss: Entry $28.31 → Exit $30.99 · P/L -9.5% · vs SPY -3.9% · Target $28.74
MACRO:NATGAS LONG
this is why I'm adding today to my natural gas position
VS Reality
Miss: Entry $2.69 → Exit $2.50 · P/L -7.1% · vs SPY -10.9%
GLD SHORT
One of the things I've said is that gold will likely get some type of a pullback after silver breaks the all-time high
VS Reality
Miss: Entry $365.43 → Exit $414.47 · P/L -13.4% · vs SPY -17.1%
GLD SHORT
You know, that sure looks like there's a temporary top being set right now in gold.
VS Reality
Miss: Entry $403.15 → Exit $437.23 · P/L -8.5% · vs SPY -9.7%
MACRO:NATGAS LONG
Nat gas to me has now achieved my beginning starting position on a long trade down here
VS Reality
Miss: Entry $2.88 → Exit $2.69 · P/L -6.5% · vs SPY -7.1%
MACRO:NATURAL_GAS LONG
It could go all the way to eight perhaps nine
VS Reality
Miss: Entry $7.30 → Exit $7.24 · P/L -0.8% · vs SPY +5.1% · Target $9.00
🎯 Spot-On Calls
Sorted by realized gain. Up to 3 per pundit.
GDX LONG
Bull control. Leg up. Hopefully leading the medals, but metals got to do it as well.
VS Reality
Bullseye: P/L +5550.0% · vs SPY +3484.0%
MACRO:WTI LONG
It is one of my top plays for the first half of 2026... we saw a 50% upside move in crude oil. That's what I'm projecting out here in the first half of 2026.
VS Reality
Bullseye: P/L +2125.0% · vs SPY +1194.0%
GC=F SHORT
如果这里出现熊旗形态（就像我们之前两次看到的那样），并最终跌至 200 日移动平均线，我不会感到惊讶。事实上，这就是我目前的基本预测，即黄金和白银价格将跌至 200 日移动平均线
VS Reality
Bullseye: P/L +1697.0% · vs SPY +2086.0%
GOLD LONG
gold, I think, is going higher still. and Barack Gold has a lot more room to run. I think it's doing better... GLOLD is a good place to be.
VS Reality
Bullseye: Entry $23.49 → Exit $45.57 · P/L +94.0% · vs SPY +55.4%
SLV LONG
silver rallying to an all-time high
VS Reality
Bullseye: Entry $36.93 → Exit $64.42 · P/L +74.4% · vs SPY +68.8% · Target $50.00
GLD LONG
I do have a a position myself in in in Gold
VS Reality
Bullseye: Entry $270.70 → Exit $458.28 · P/L +69.3% · vs SPY +55.7%
MACRO:COPPER LONG
I'm bullish on Tesla but I'm investing in Copper in basic metals that have that have to be the basis of that EV trend electrification of the whole world Renewa…
VS Reality
Bullseye: Entry $2.80 → Exit $4.47 · P/L +59.8% · vs SPY -12.9%
MACRO:WTI SHORT
our call from a while ago has been that oil oil demand probably did peak in 2019. we may we may get back there but uh if we do it will be for a very short peri…
VS Reality
Bullseye: Entry $79.98 → Exit $58.95 · P/L +26.3% · vs SPY -48.8%
SLV LONG
Early January, I see SLV pushing towards $85 on China export restriction panic
VS Reality
Bullseye: Entry $66.01 → Exit $83.32 · P/L +26.2% · vs SPY +25.6% · Target $85.00
PL=F SHORT
Platinum and palladium... once we get to about 1675, there should be significant support. If we do break that, you're looking at around 1,500 or sub 1,500
VS Reality
Bullseye: P/L +1533.0% · vs SPY +2764.0%
SLV LONG
I'm bullish because we're in a monthly uptrend but I put on my bare glasses to ensure that I won't be surprised if things change from here
VS Reality
Bullseye: Entry $27.91 → Exit $98.34 · P/L +252.3% · vs SPY +237.1%
SLV LONG
realistically speaking, there's a good chance that silver will will sweep that all-time high relatively soon
VS Reality
Bullseye: Entry $44.71 → Exit $72.38 · P/L +61.9% · vs SPY +58.2% · Target $50.00
MACRO:GOLD LONG
Finally, there's gold, which is defying everyone's target. How many people say gold's peaking? It's not peaking. I believe that gold is back because crypto has…
VS Reality
Bullseye: Entry $3,204.80 → Exit $4,825.00 · P/L +50.6% · vs SPY +20.3%
GLD LONG
you've been pounding the table on Gold for a while as uh the Mona Lisa of of cup with handles
VS Reality
Bullseye: Entry $218.19 → Exit $304.50 · P/L +39.6% · vs SPY +26.6%
MACRO:WTI SHORT
we would submit that oil production in the us if we do get that extra 3 million Barrel is going to weigh on the oil price going forward uh and be good for the …
VS Reality
Bullseye: Entry $76.57 → Exit $59.50 · P/L +22.3% · vs SPY +1.1%
MACRO:GOLD LONG
you see gold silently slowly but surely rallying higher and the destination here is we have 1800
VS Reality
Bullseye: Entry $1,781.20 → Exit $1,815.50 · P/L +1.9% · vs SPY +0.3% · Target $1,800.00
PA=F SHORT
palladium... I do think we need one more flush in to about the 1240, 1235 area
VS Reality
Bullseye: P/L +1298.0% · vs SPY +2529.0%
SLV LONG
I'm bull silver put on your bear glasses and say okay if the Bears are going to take over
VS Reality
Bullseye: Entry $29.31 → Exit $66.37 · P/L +126.4% · vs SPY +113.1%
PALL LONG
going up. Look for it to maybe
VS Reality
Bullseye: Entry $20.82 → Exit $32.48 · P/L +56.0% · vs SPY +48.2%
MACRO:GOLD LONG
gold, I think, is going higher still
VS Reality
Bullseye: Entry $3,406.20 → Exit $4,698.40 · P/L +37.9% · vs SPY -0.6%
MACRO:WTI SHORT
if Saudi Arabia is going to normalize its production schedules which it will have to to to pay for all these sports franchises we believe that energy prices wi…
VS Reality
Bullseye: Entry $85.55 → Exit $70.34 · P/L +17.8% · vs SPY -6.3%
GLD LONG
I think that what gold is doing is shoring up the foundations for a move higher. And it's important to remember also that we're just moving into what is typica…
VS Reality
Bullseye: Entry $140.25 → Exit $161.73 · P/L +15.3% · vs SPY +17.6%
🔮 Pending Verdicts
Bold calls whose horizon hasn't expired yet. Bullseye or miss?
PALL LONG
I'm not saying palladium has to get rejected at 1,600 and ultimately I think it will go higher
VS Reality
Horizon: 2026-10-09 · 40 days remaining
MACRO:GOLD SHORT
I personally think that gold has topped because of Kevin Warsh. Kevin Warsh isn't going to be a money printer man, but the risk of stagflation will have people…
VS Reality
Horizon: 2026-10-15 · 46 days remaining
GLD SHORT
I still have a decent position in gold ETFs like the GLD and the IAU. It became a huge bet in my portfolio because it just has done so well... I sold some gold…
VS Reality
Horizon: 2026-11-01 · 63 days remaining
GLD LONG
The rational response is to sell dollars and aggressively buy assets - stocks, real estate, gold, commodities, anything that isn't a depreciating IOU. Look bac…
VS Reality
Horizon: 2026-11-03 · 65 days remaining
SLV LONG
Silver is clearly bullish and has been for a while.
VS Reality
Horizon: 2026-11-29 · 91 days remaining
MACRO:GOLD LONG
The only level I have that makes a lot of sense would be this former pivot and that could be a target up here, which honestly is right around 5,000.
VS Reality
Horizon: 2026-12-27 · 119 days remaining
GLD LONG
put half your money in a cheap index fund and then put the other half in a portfolio of five individual stocks and one nonstock hedge like gold or bitcoin.
VS Reality
Horizon: 2026-12-29 · 121 days remaining
GLD SHORT
now that of course price of gold is so hot... the supply side is starting is going to get affected later this year... a lot of mines that weren't profitable ar…
VS Reality
Horizon: 2027-02-03 · 157 days remaining
WEAT LONG
more than corn, at least for the moment. And on top of that, the weather doesn't look pretty good here, folks. The weather, the dry weather that we see in the …
VS Reality
Horizon: 2027-05-12 · 255 days remaining
MACRO:COPPER LONG
I firmly believe copper
might be the metal of the next decade
VS Reality
Horizon: 2028-10-30 · 792 days remaining
PALL LONG
about 1,600 or so. Now, I'm not saying palladium has to get rejected at 1,600 and ultimately I think it will go higher,
VS Reality
Horizon: 2026-10-09 · 40 days remaining
GLD SHORT
I do think that most of the gold momentum run is over because I think Kevin Walsh will print less money than people are used to when it comes to the Fed printi…
VS Reality
Horizon: 2026-11-10 · 72 days remaining
MACRO:WTI LONG
oil could go back to $75 a barrel. I mean, basically, we're looking at 40 50% upside here
VS Reality
Horizon: 2026-12-31 · 123 days remaining
GLD SHORT
if you look at gold relative to M2, uh we're at a 1.56... only one time we've been higher... I think we're in rarified territory. If I were a holder of gold, I…
VS Reality
Horizon: 2027-02-03 · 157 days remaining
WEAT LONG
Wheat is putting in a longer-term
Wheat is putting in a longer-term
Wheat is putting in a longer-term
bottom.
VS Reality
Horizon: 2027-02-21 · 175 days remaining
GLD LONG
Hard assets make a lot of sense right now. When trillions of dollars of shadow-banking system freezes withdrawals with no clear policy bailout, historically go…
VS Reality
Horizon: 2027-04-15 · 228 days remaining
GLD LONG
I see gold at 20,000 because central banks will lose control of what's going on print money ... boom you have got the 20,000 in a matter of a few years
VS Reality
Horizon: 2030-12-31 · 1584 days remaining
PALL LONG
I still think
Palladium's bull market will continue.
VS Reality
Horizon: 2026-12-18 · 110 days remaining
CL=F SHORT
I remain bearish on oil... if we come down, first support is going to be this 95-ish area... If that breaks, we go all the way back to about $85 to $80 a barre…
VS Reality
Horizon: 2026-12-31 · 123 days remaining
GLD LONG
Moving on to gold. So gold theoretically should see the tailwind as well, right?
VS Reality
Horizon: 2027-03-01 · 183 days remaining
SLV LONG
...GLD and SLV are both solid long-term, and prices have come down a bit this year - a good entry point.
VS Reality
Horizon: 2027-04-15 · 228 days remaining
MACRO:WTI SHORT
if our forecasts for electric vehicles and autonomous taxi platforms are correct then oil demand could drop by roughly 30 percent 30 million barrels a day duri…
VS Reality
Horizon: 2027-12-29 · 486 days remaining
GLD LONG
I would not be surprised to see gold at 5,000 in the next five six years
VS Reality
Horizon: 2030-12-31 · 1584 days remaining