Сигналы
4
Guenter Grimm
Founder and CEO, Grim's Global Macro Aggregator (GGMA)
Винрейт
50.0%
доходность
-2.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
05 июл
$378.13
+11.7%
Gold is a long-term buy because central banks have lost credibility on inflation targets, they are buying gold instead of dollars after the Russian reserve confiscation, and gold serves as essential portfolio insurance against extreme outcomes; short term could also rebound due to his Fed view.
Сырьё
Шорт
05 июл
$744.78
-3.4%
The AI trade is showing serious technical damage: the KOSPI and semiconductor index have broken key support and Fibonacci retracement zones with no buying at the dip, suggesting distribution; systematic CTA and volatility-control selling triggers are much closer now, raising the risk of a cascade that could pull down the S&P 500.
Фондовые индексы
Шорт
05 июл
$85.51
+2.6%
Investors should be short long-term bond duration because fiscal dominance is here to stay, politicians keep spending without bond-market punishment, and passive investment mandates force automatic buying, keeping yields artificially low relative to fundamentals.
Облигации и ставки
Шорт
05 июл
$103.98
-22.3%
Crude oil is a structural long because the world has been draining strategic petroleum reserves (SPRs) to suppress prices; once SPR selling stops, the need to refill inventories—and the desire to hold even larger SPRs after geopolitical scares—will create persistent demand, making the other side of the trade the real opportunity.
Сырьё
Показано 4 из 4 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Guenter Grimm на Buzzberg отслеживается 4 торговых идей по 4 тикерам с июля 2026. Чаще всего покрывает: SPY, BNO, GOLD.
