| # | Ticker | Name | Stance | Conv | Entry | P&L YTD | Theme | Thesis | First Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GDXJ | VanEck Junior Gold Miners ETF | LONG | HIGH | $125.77 | Other | Junior gold miners benefit from lower interest rates and easing credit condition… | Apr 21 | YOUTUBE | |
| 2 | USD | US Dollar | SHORT | MED | $70.94 | Macro | Due to fiscal dominance, unsustainable deficits, and global fragmentation, the U… | Apr 21 | YOUTUBE | |
| 3 | GOLD | Gold | LONG | HIGH | $433.21 | Other | Axel Merk is heavily invested in gold and precious metals because he sees good v… | Apr 21 | YOUTUBE |