Alpha Group CEO 1.3 2 ideas
Investment Manager, Alpha Group
After 1 day
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2/15 min ideas
After 1 week
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2/15 min ideas
After 1 month
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2/15 min ideas
By sector
Commodity
2 ideas
-16.1%
Top tickers (by frequency)
GOLD
1 ideas
0% W
-13.8%
SILVER
1 ideas
0% W
-18.5%
Best and worst calls
Best calls
GOLD LONG
-13.8%
The CEO notes a "structural regime change" in markets where metals (specifically Silver and Gold) are outperforming equi...
Feb 20
SILVER LONG
-18.5%
The CEO notes a "structural regime change" in markets where metals (specifically Silver and Gold) are outperforming equi...
Feb 20
Worst calls
SILVER LONG
-18.5%
The CEO notes a "structural regime change" in markets where metals (specifically Silver and Gold) are outperforming equi...
Feb 20
GOLD LONG
-13.8%
The CEO notes a "structural regime change" in markets where metals (specifically Silver and Gold) are outperforming equi...
Feb 20
The CEO notes a "structural regime change" in markets where metals (specifically Silver and Gold) are outperforming equities. With Indian equity valuations stretched (Nifty 50 earnings up 10% but trading at >20x) and foreign flows tepid, capital is rotating into hard assets. Silver is highlighted as potentially entering a "structural bull run." LONG Silver and Gold as a valuation hedge and beneficiary of the new market regime. A strong dollar or rising real rates typically creates headwinds for non-yielding precious metals.
Investment Manager, Alpha Group