2026 Bullish Opportunities in Stocks & Commodities: Michele Schneider's Market Outlook

On December 16, 2025, seeitmarket.com published a teaser for a 2026 investment outlook prepared by Michele “Mish” Schneider (co-owner and chief market strategist at Marketgauge.com) and shared with Maggie Lake from The Market House [1]. Detailed insights from related sources confirm the outlook focuses on sector-specific opportunities:

• Precious Metals
  : Bullish forecasts for gold ($4,700) and silver ($75) by 2026, driven by global debt levels, a weakening U.S. dollar, and geopolitical uncertainties [3]. Silver is highlighted as undervalued relative to other assets.
• Technology Sector
  : Cautious near-term views on over-extended large-cap tech stocks (NVDA, PLTR, GOOG) but bullish on IBM ($400 target) due to its focus on quantum computing [2].
• Institutional Alignment
  : The outlook aligns with broader sentiment from Citi, UBS, and Morgan Stanley, which favor commodities like copper, aluminum, and precious metals in 2026 [4][5][6].

1. Macro-Commodity Interplay
   : Precious metals bullishness is closely tied to U.S. dollar weakness, which reduces the opportunity cost of holding non-yielding assets and enhances their appeal as geopolitical hedges.
2. Tech Sector Divergence
   : Contrasting views on AI-focused large caps (near-term caution) and emerging quantum computing (IBM as a high-potential play) highlight shifting tech investment themes.
3. Volatility as a Theme
   : Schneider describes 2026 as “fast, bold, volatile, and opportunity-rich” [2], suggesting significant price swings could create both risks and entry points.

• Opportunities
  : Gold (GLD), Silver (SLV), IBM, precious metals mining stocks, and quantum computing-focused tech companies may benefit from the predicted macro and sector trends.
• Risks
  :
  • A stronger-than-expected U.S. dollar or hawkish Fed policy could suppress precious metals prices.
  • Geopolitical tensions may de-escalate, reducing demand for safe-haven assets.
  • Quantum computing is an emerging technology with uncertain commercialization timelines.
  • Over-extended large-cap tech stocks may face near-term volatility.

Michele Schneider’s 2026 outlook identifies bullish opportunities in precious metals and select tech (IBM) amid macroeconomic and geopolitical drivers, while cautioning on large-cap tech over-extension. The outlook aligns with institutional sentiment, though silver price targets are more aggressive. Decision-makers should monitor U.S. dollar trends, Fed policy, geopolitical developments, and quantum computing advancements to assess potential market impacts.