JT

Joni Teves 1.5 3 ideas

Head of Content, Blockworks
After 1 day
N/A
3/15 min ideas
After 1 week
N/A
3/15 min ideas
After 1 month
N/A
3/15 min ideas
0 winning  /  3 losing  ·  3 positions (30d)
Net: -19.8%
By sector
ETF
2 ideas -17.0%
Commodity
1 ideas -25.3%
Top tickers (by frequency)
SILVER 1 ideas
0% W -25.3%
GLD 1 ideas
0% W -14.3%
PPLT 1 ideas
0% W -19.8%
Best and worst calls
Gold is holding above $5,000/oz. Teves forecasts Gold to average $5,200 and potentially test $6,000. Crucially, she states, "We expect silver to outperform gold... average around above $100 this year." The "Gold-Silver Ratio" is tightening. As Gold becomes expensive ($5k+), investors rotate into Silver for "catch up" and industrial exposure. UBS also sees deficits in Platinum/Palladium, supporting prices despite the rally. LONG Precious Metals, with an overweight on Silver (SLV) for higher beta. High volatility in Silver; potential easing of geopolitical tensions reducing safe-haven demand.
GLD PPLT SILVER Bloomberg Markets Feb 27, 07:37
Head of Content, Blockworks
Joni Teves (Head of Content, Blockworks) | 3 trade ideas tracked | SILVER, GLD, PPLT | YouTube | Buzzberg