If Inflation Stays Sticky, Here's Why These 2 ETFs Win
Key takeaways
- NVDA CL=F GC=F The U.S. headline Consumer Price Index (CPI) hit 3.8% in April 2026, its highest reading since May 2023.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
- This ETF tracks a market-cap-weighted index of just over 100 U.S.
NVDA CL=F GC=F The U.S. headline Consumer Price Index (CPI) hit 3.8% in April 2026, its highest reading since May 2023. Energy costs are up 17.9% year over year. The driver is the U.S.-Iran conflict, which sent Brent crude prices from around $61 at the beginning of the year to well above $100 by spring. Core CPI has also started climbing along with energy. It s up 2.8% year over year, which suggests that inflation is spreading.
If inflation stays elevated because energy prices remain elevated, two exchange-traded funds (ETFs) are built for exactly that environment: the Vanguard Energy ETF (NYSEMKT: VDE) and the SPDR Gold MiniShares ETF (NYSEMKT: GLDM).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »