Trading in March 2026?

I suspect there will be large swings in the stock markets in March 2026.

We should be ready for them, either to sell or buy. Perhaps even look for leveraged ETFs?

The Swiss Franc, EU Euro and UK Pound are stronger gold currencies than the US Dollar...

The GBP/USD rate has shown the USD has dropped in value all February...

And it looks like it will continue to fall...?

This means shares in USD will suffer most for UK investors, but on the other hand, they may be cheap to buy too!

Meanwhile, my FTSE, EU (STOXX) and Korea ETFs continue to do well.

Recently, at the beginning of February, both gold and silver suffered a large correction. Since then gold has started to rise again but silver has not yet recovered.

AI 'picks and shovels' stocks such as disk manufacturers WD, Seagate and Samsung, together with  Hynix, Sandisk and Micron are doing very well.

The energy company GE Vernova has been good and also CAT, Siemens and Vertiv along with many others.

Netflix, Palantir, LightBridge and SOFI are my worst performers currently, Also IonQ and Oklo.

March will be turbulent and I have no strong thoughts about divesting or investing at the moment.

It seems to me that the whole world has a case of the Emperor's New Clothes. Governments seem to be finding/printing money and some insiders seem to be getting very, very rich. Things seem very unstable to me and how this will affect markets is a big unknown. Historically, in such times, the safest place is in commodities (which the world will always need) and gold.

Miners/metals shares/ETFs such as FCX, ANTO, GLEN, FRES, NEM, GOLD, WPM, COPX, MUX, SILG, GIGB, etc. still look strong to me as well as value ETFs like IWVG.

We just need to diversify and hang on!