Trump’s Fed will light a fire under gold

Contrary to what most Americans assume, Fed independence is a myth.

Mainstream investors hang on every utterance from the Fed. But they’re missing a much bigger, more important development…

One that will determine whether you emerge wealthy on the other side of the chaos… or watch helplessly as your wealth is devalued.

Just consider Trump’s recent moves:

Removal of two Fed governors opposed to his agenda…

The appointment of Stephen Miran, author of Trump’s plan to devalue the dollar and restore US manufacturing.

But the biggest change to the Fed will come when the President names Jerome Powell’s replacement…

The odds President Trump will name a hawkish Fed Chair – someone who keeps rates high and money tight – are zero.

Powell’s replacement is going to do exactly what President Trump wants.

So, if you’re disappointed because you missed gold’s big move in the last two years… relax.

What’s coming for US monetary policy (and the gold price) could make the 1970s look tame – when gold went up 24X in under a decade.

Find out how a recent discovery I made in a Colorado ski town could hand you a shot at life-changing gains from four deeply undervalued gold miners.

Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio

P.S.

Gold is already up 100%+ in the last two years – and there’s nothing on the geopolitical horizon likely to slow gold’s rise anytime soon. That’s why you MUST be positioned before the next big leg up in gold. The earliest investors will reap the biggest gains. But you need to act swiftly… Go here for details on how a small stake could change your financial future.

Exclusive Article

5 Small-Cap Stocks to Watch in 2026 as Investors Rotate Out of Big Tech

By Chris Markoch. Article Published: 12/22/2025.

Summary

Small-cap stocks may outperform in 2026 as investors rotate away from mega-cap tech and seek undervalued growth opportunities.
These five small-cap stocks offer exposure to industrials, semiconductors, energy infrastructure, AI security, and consumer brands.
Analysts see double-digit upside and strong earnings growth potential across all five names.

The Russell 2000 is ending the year on a strong note. As of Dec. 18, the small-cap index is up about 11% for the year. That can make investors hesitant to chase these stocks higher, but small caps may still offer attractive opportunities heading into the new year.

Many analysts expect 2026 to be a favorable year for small caps as investors look beyond the overvalued tech trade — particularly the Magnificent 7 stocks that have powered much of the market rally. Small-cap names are positioned to benefit from that rotation.

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Some analysts believe the traditional 60/40 portfolio is becoming less effective in today's market environment.

In a recent presentation, a well-known investor explains why shifting inflation dynamics and market structure may require a different approach — and outlines a diversified portfolio framework he says is designed to pursue growth while managing downside risk across changing conditions.

See the full portfolio approach here

Several small caps remain beaten down, creating attractive entry points for opportunistic investors. Here are five names to consider.

Gorman-Rupp: A Dividend King With Industrial Upside

The Gorman-Rupp Co. (NYSE: GRC) is a small-cap industrial company that designs, manufactures and distributes pumps and pumping systems for a variety of commercial applications.

GRC is up about 29% in 2025, driven by steady year-over-year revenue and earnings growth. Analysts forecast that earnings growth will accelerate, projecting roughly 13.6% growth over the next 12 months.

The consensus price target implies about 19% upside over the next year. Gorman-Rupp also pays a modest dividend — a 1.57% yield — and is part of the exclusive group of Dividend Kings, having increased its payout for 52 consecutive years.

Ultra Clean: A Beaten-Down Semiconductor Supplier Poised for a Rebound

Ultra Clean Holdings Inc. (NASDAQ: UCTT) supplies critical consumables and process tools — the "picks and shovels" — for the semiconductor-manufacturing industry.

UCTT is down over 29% in 2025, largely due to weaker-than-expected revenue and earnings. Still, the stock has gained roughly 12% in the 30 days ending Dec. 18, and the consensus price target of $33.33 implies about 30% upside.

Analysts forecast roughly 98% earnings growth over the next 12 months. If realized, that would suggest the semiconductor supercycle remains in force and strengthen the bull case for UCTT.

Select Water Solutions: A Permian Basin Water Play With Structural Tailwinds

Select Water Solutions Inc. (NYSE: WTTR) is a water-management provider positioned to benefit from rising demand for full-scale water midstream solutions.

WTTR's specific opportunity comes from its niche role serving the oil and gas industry, particularly in the Permian Basin. A structural shift toward integrated water services and rising capital expenditures should support the company's revenue and earnings growth.

WTTR is down 20.7% year-to-date, but long-term holders are still up nearly 150% over the past five years. Analysts forecast more than 25% year-over-year earnings growth, and a consensus price target of $14 implies nearly 30% upside.

Evolv Technologies: AI-Driven Security Meets Recurring Revenue Growth

Evolv Technologies Inc. (NASDAQ: EVLV) develops AI-driven screening solutions for security checkpoints.

Its signature product, Evolv Express, integrates into existing checkpoints to create a frictionless flow, allowing visitors to pass through without stopping or emptying pockets.

EVLV is up more than 80% in 2025, and analysts project about 24% additional upside. A key growth driver is the company's shift from a distributor-based model to direct fulfillment, which should boost annual recurring revenue (ARR) — already growing around 25%.

Wolverine World Wide: A Consumer Discretionary Turnaround Story

Wolverine World Wide Inc. (NYSE: WWW) is a footwear company in the consumer discretionary sector and the parent of brands such as Merrell, Saucony, Hush Puppies and Keds.

Wolverine was recently named Company of the Year by Footwear News, a recognition driven largely by the strength of its Saucony brand focused on performance running.

WWW is down about 14% year-to-date but has rallied more than 21% in the past 30 days. At one point this summer, the stock traded near three-year highs. Analysts see roughly 23% upside, supported by projected earnings growth near 29%.