Calls
4
Guenter Grimm
Founder and CEO, Grim's Global Macro Aggregator (GGMA)
Win Rate
50.0%
return
-2.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 05
$378.13
+11.7%
Gold is a long-term buy because central banks have lost credibility on inflation targets, they are buying gold instead of dollars after the Russian reserve confiscation, and gold serves as essential portfolio insurance against extreme outcomes; short term could also rebound due to his Fed view.
Commodities
Short
Jul 05
$744.78
-3.4%
The AI trade is showing serious technical damage: the KOSPI and semiconductor index have broken key support and Fibonacci retracement zones with no buying at the dip, suggesting distribution; systematic CTA and volatility-control selling triggers are much closer now, raising the risk of a cascade that could pull down the S&P 500.
Equity Indexes
Short
Jul 05
$85.51
+2.6%
Investors should be short long-term bond duration because fiscal dominance is here to stay, politicians keep spending without bond-market punishment, and passive investment mandates force automatic buying, keeping yields artificially low relative to fundamentals.
Bonds & Rates
Short
Jul 05
$103.98
-22.3%
Crude oil is a structural long because the world has been draining strategic petroleum reserves (SPRs) to suppress prices; once SPR selling stops, the need to refill inventories—and the desire to hold even larger SPRs after geopolitical scares—will create persistent demand, making the other side of the trade the real opportunity.
Commodities
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Guenter Grimm has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: SPY, BNO, GOLD.
