| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| GOLD | ×1 | LONG | MED | $432.22 | Other | A crisis of confidence in the dollar could develop due to concerns about U.S. public debt sustainability, political system stability, and Fed independence, leading to a flight away from the dollar toward gold and other less liquid assets. | Apr 21 | YOUTUBE |