Daily Alpha · Substack
· Premarket Alpha · by Buzzberg Research
The window's only actionable Substack content was a single ASX-focused trader's position stream — adding to gold miners while stops hit copper and a wire ETF.
Themes on this desk
Gold miners
Public previews show continued topping up of existing gold-miner holdings (SUMO names NEM and EVN, plus 'Ninjas').
Metals and utilities stops
The same feed reported getting stopped out of copper positions and a wire ETF, and taking a hit on S32.
Rooster tops up all existing gold-miner positions
The post says the author is topping up all existing gold miners across the SUMO sleeve — naming NEM and EVN — and the 'Ninjas' names.
A retail gold-mining accumulator adding into strength; if metals extend, this cohort's flow can amplify miner momentum.
Watch Gold miners' relative performance versus bullion into year-end.
Source →Rooster stopped out of copper Ninjas
A follow-up post says the author was stopped out of the copper Ninjas sleeve.
Exit discipline inside a precious-metals-heavy book; copper positioning is where the inflation and electrification trade meets the tape.
Watch Whether copper resumes its uptrend after the stop-out.
Source →