Jeff Christian

Managing Partner, CPM Group
@jchristiannyc1 · tracked since Feb 2026
Calls 4 3 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
CPER long +11.0%
Worst Calls
PALL long -21.1%
GLD long -13.7%
PPLT long -11.8%
Most Mentioned
GOLD ×3
PPLT ×1
PALL ×1
Recent Calls
CPER long 3 months ago
PALL long 3 months ago
PPLT long 3 months ago
Win Rate 25% Long 4 Short 0
Win Rate
7d 25%
30d 100%
90d 25%
Average Return -8.9% Long Return -8.9% Short Return -
Average Return
7d -2.9%
30d +1.7%
90d -3.1%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Feb 05
$472.12
-13.7%
Jeff explicitly states, "My floor is probably around $4,300 right now... ceiling is probably around $5,500." When asked for the metal with the most upside through 2026, he answers "Gold." While prices have crashed recently (in the context of the video's 2026 timeline), the risk-reward is skewed to the upside (2x upside vs downside). Institutional ETF buying is consistent in Gold, unlike the opportunistic trading seen in Silver. Long exposure to physical gold proxies to capture the rebound from the $4,800 stabilization level toward the $5,500 ceiling. A sudden resolution to geopolitical tensions or a "soft landing" that reduces safe-haven demand.
Jeff explicitly states, "My floor is probably around $4,300 right now... ceiling is probably around $5,500." When asked for the metal with the most upside through 2026, he answers "Gold." While prices have crashed recently (in the context of the video's 2026 timeline), the risk-reward is skewed to the upside (2x upside vs downside). Institutional ETF buying is consistent in Gold, unlike the opportunistic trading seen in Silver. Long exposure to physical gold proxies to capture the rebound from the $4,800 stabilization level toward the $5,500 ceiling. A sudden resolution to geopolitical tensions or a "soft landing" that reduces safe-haven demand.
Macro
Long
Feb 05
$35.50
+11.0%
"Safe havens are gold, silver, and also industrial metals, platinum, palladium, copper, aluminum, nickel, zinc. They're all rising as people try to find alternative assets." Investors are diversifying away from the US Dollar and traditional financial assets due to political/economic anxiety. Since LME futures are hard for retail to access, ETFs tracking these specific physical metals are the direct beneficiaries of this "alternative asset" rotation. Long industrial and precious metals beyond just Gold/Silver. A deep recession that crushes industrial demand (though Jeff argues they are rising despite economic weakness due to the safe-haven aspect).
"Safe havens are gold, silver, and also industrial metals, platinum, palladium, copper, aluminum, nickel, zinc. They're all rising as people try to find alternative assets." Investors are diversifying away from the US Dollar and traditional financial assets due to political/economic anxiety. Since LME futures are hard for retail to access, ETFs tracking these specific physical metals are the direct beneficiaries of this "alternative asset" rotation. Long industrial and precious metals beyond just Gold/Silver. A deep recession that crushes industrial demand (though Jeff argues they are rising despite economic weakness due to the safe-haven aspect).
Other
Long
Feb 05
$30.08
-21.1%
"Safe havens are gold, silver, and also industrial metals, platinum, palladium, copper, aluminum, nickel, zinc. They're all rising as people try to find alternative assets." Investors are diversifying away from the US Dollar and traditional financial assets due to political/economic anxiety. Since LME futures are hard for retail to access, ETFs tracking these specific physical metals are the direct beneficiaries of this "alternative asset" rotation. Long industrial and precious metals beyond just Gold/Silver. A deep recession that crushes industrial demand (though Jeff argues they are rising despite economic weakness due to the safe-haven aspect).
"Safe havens are gold, silver, and also industrial metals, platinum, palladium, copper, aluminum, nickel, zinc. They're all rising as people try to find alternative assets." Investors are diversifying away from the US Dollar and traditional financial assets due to political/economic anxiety. Since LME futures are hard for retail to access, ETFs tracking these specific physical metals are the direct beneficiaries of this "alternative asset" rotation. Long industrial and precious metals beyond just Gold/Silver. A deep recession that crushes industrial demand (though Jeff argues they are rising despite economic weakness due to the safe-haven aspect).
Other
Long
Feb 05
$19.13
-11.8%
"Safe havens are gold, silver, and also industrial metals, platinum, palladium, copper, aluminum, nickel, zinc. They're all rising as people try to find alternative assets." Investors are diversifying away from the US Dollar and traditional financial assets due to political/economic anxiety. Since LME futures are hard for retail to access, ETFs tracking these specific physical metals are the direct beneficiaries of this "alternative asset" rotation. Long industrial and precious metals beyond just Gold/Silver. A deep recession that crushes industrial demand (though Jeff argues they are rising despite economic weakness due to the safe-haven aspect).
"Safe havens are gold, silver, and also industrial metals, platinum, palladium, copper, aluminum, nickel, zinc. They're all rising as people try to find alternative assets." Investors are diversifying away from the US Dollar and traditional financial assets due to political/economic anxiety. Since LME futures are hard for retail to access, ETFs tracking these specific physical metals are the direct beneficiaries of this "alternative asset" rotation. Long industrial and precious metals beyond just Gold/Silver. A deep recession that crushes industrial demand (though Jeff argues they are rising despite economic weakness due to the safe-haven aspect).
Other
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