ETF provider: iShares (BlackRock)

Ticker: SLVP

ISIN: US4642863272

Currency: Dollar

Exchange: NYSE Arca

Today's falling silver and gold prices. The reason is the tone of central banks, raising expectations of interest rate hikes. However, interest rate increases are also not good for stock exchanges. Exchanges are already falling and, if this continues, we get a real correction. During a correction, silver prices usually increase. The reason why interest rates may be raised is rising inflation. Rising inflation is good for silver prices. Due to rising inflation, I still expect higher silver prices. Due to the high debts, the interest rate can never be raised very hard. Inflation will therefore rise much faster than interest rates in the long term and that is good news for the silver price.

ETF provider: Lyxor (Societe Generale)

Ticker: OIL

ISIN: FR0010344960

Currency: Euro

Exchange: Euronext Parijs

The Lyxor STOXX Europe 600 Oil and Gas UCITS ETF has quotations on different exchanges and is known under several ticker symbols. As long as the ISIN number is identical you are dealing with the same ETF.

Concern about the large oil supply made the price decline. The oil price has fallen blow the break even price for shale oil. It will slow down the shale oil supply. The OPEC can also take action to get the price higher. By the advent of a new leader in Saudi Arabia, a conflict with Iran has been given a higher chance. The tensions with Qatar are a sign that tensions increase. A serious conflict in the Middle East will make the oil price rise very hard.

ETF provider: iShares (BlackRock)

Ticker: IEZ

ISIN: US4642888444

Currency: Dollar

Exchange: NYSE Arca

The oil price has fallen due to the quarrel with Qatar. In the past, disturbances in the Middle East always caused higher prices. Now for price reductions because it is thought that the OPEC deal is now under pressure for production reduction. I expect this to be a temporary problem and that the oil price will be restored. The OPEC will do its utmost to raise oil prices. Drops can not be afforded.

ETF provider: SPDR ( State Street Global Advisors)

Ticker: XOP

ISIN: US78464A7303

Currency: Dollar

Exchange: NYSE Arca

The last OPEC meeting did not allow for a higher oil price. Despite that, it was decided to maintain the production limit. Trump's proposal to sell some of the US oil stocks also did not go well. Still, I expect higher oil prices in the long term. Rising inflation, attracting economics and the OPEC, who do every effort to get the price higher. 

ETF provider: VanEck Vectors (Van Eck Global)

Ticker: REMX

ISIN: US92189F7428

Currency: Dollar

Exchange: NYSE Arca

As with many commodities, prices have been low for many years. But it is going better with the global economy. As a consequence, demand will increase. These rare metals find their application in electronics. That is still a growth market. But also in electric cars are batteries containing rare metals. Also a huge growth market of course. Therefore, I expect the companies in this ETF to do very well in the coming years. More info...

ETF provider: VanEck Vectors (Van Eck Global)

Ticker: GDXJ

ISIN: US92189F7915

Currency: Dollar

Exchange: NYSE Arca

All risks seem to disappear. Stock markets break daily records. Central banks have bought less gold since the beginning of this year. The foregoing causes lower gold prices. But the better economy will provide more demand for gold for jewelry and the industry. There has been a lot of money printing in recent years. As a result, inflation will increase. But also by the attracting economy, inflation will increase. Global debt is still too high to reduce inflation with rapid rate hikes. Rapidly rising inflation will increase the gold price and also this ETF.