Bilal Hafeez

Columnist, The News International
@bilalhafeez123 · tracked since Mar 2026
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
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Worst Calls
GLD long -13.6%
Most Mentioned
GOLD ×1
USD/CNY ×1
Recent Calls
GLD long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -13.6% Long Return -13.6% Short Return -
Average Return
7d +0.9%
30d -9.4%
90d -12.7%
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Theme
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GLD SPDR Gold Shares SPDR Gold Shares
Long
Mar 04
$471.80
-13.6%
Gold has been volatile, but the macro backdrop resembles the 1970s (supply shocks, war, deficits). Investors are currently unwinding positions, causing temporary dips. However, if the conflict extends (which Iran implies it will), the combination of inflation (oil shock) and safe-haven demand will drive Gold significantly higher, repeating the 1970s bull run. Long Gold (GLD). Mark Cudmore (counter-view) argues the geopolitical trade is already "priced in" and the Dollar will strengthen, capping Gold.
Gold has been volatile, but the macro backdrop resembles the 1970s (supply shocks, war, deficits). Investors are currently unwinding positions, causing temporary dips. However, if the conflict extends (which Iran implies it will), the combination of inflation (oil shock) and safe-haven demand will drive Gold significantly higher, repeating the 1970s bull run. Long Gold (GLD). Mark Cudmore (counter-view) argues the geopolitical trade is already "priced in" and the Dollar will strengthen, capping Gold.
Macro
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