Axel Merk
President, Merk Investments
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 02
$212.46
-6.2%
Precious metals margins are very good, implying strong profitability and potential upside, especially compared to AI where margins are uncertain. This makes precious metals an attractive investment.
Other
Long
Apr 21
$124.50
-19.2%
Junior gold miners benefit from lower interest rates and easing credit conditions, and there is good value in the sector because the market prices in lower precious metals prices, leading to favorable margins and leverage.
Other
Long
Apr 21
$433.56
-8.4%
Axel Merk is heavily invested in gold and precious metals because he sees good value despite the recent runup, and gold tends to benefit from policy makers' reactions to supply shocks and monetary policy inefficiencies.
Other
Short
Apr 21
$71.04
-25.2%
Due to fiscal dominance, unsustainable deficits, and global fragmentation, the US dollar is likely to weaken in the medium term as the best growth debt can buy is associated with a weaker currency.
Macro
Showing 4 of 4 picks ยท sorted by mentions
Choose a mentions count to open ticker posts.