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Feb 02, 2026
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LONG
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The speaker suggests that Trump's policies involve buying silver and other commodities with printed dollars, implying inflationary pressures that would benefit precious metals. |
Twitter - @lukegromen
Translation: Trump’s buying silver, etc. from...
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Jan 26, 2026
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LONG
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Gold has demonstrated its capacity to absorb significant global capital flows ($15tn in 12 months) without issues, suggesting it can continue to serve as a major store of value for global trade imbalances. |
Twitter - @lukegromen
Western consensus is there is no other market...
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Jan 21, 2026
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SHORT
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US Federal debt growth and consistently low real yields (4-8% CAGR loss on a real basis since 2008) make USTs a losing investment compared to other assets. |
Twitter - @lukegromen
China deindustrializes the west by manufactur...
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Jan 17, 2026
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LONG
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Rising 10y UST yields despite mixed Fed signals suggests debt devaluation is coming, which Gold is starting to discount and could benefit from. |
Twitter - @lukegromen
10y UST yields rising 7bp Friday on "hawkish ...
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Jan 13, 2026
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LONG
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Gold and silver rising despite a margin hike is seen as a significant bullish sign, indicating physical demand from Asia is gaining control over paper markets. |
Twitter - @lukegromen
That both gold & silver are up today desp...
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