Mary Daly

President, San Francisco Federal Reserve Bank
@MaryDalyEcon · tracked since Mar 2026
Calls
2
Win Rate
50.0%
return
-6.1%
Calls 2 2 Posts tracked · 0.0/day
Calls
7d 0
30d 1
90d 1
Best Calls
XLK Long +1.9%
Worst Calls
GLD Long -14.2%
Most Mentioned
GOLD ×1
XLK ×1
Recent Calls
XLK Long 2 weeks ago
GLD Long 6 months ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 50%
30d 0%
90d 0%
Average Return -6.1% Long Return -6.1% Short Return -
Average Return
7d -0.1%
30d -9.7%
90d -13.1%
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Result
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Ticker
Side
Mentions
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Call Price
P&L
Thesis
Theme
Source
XLK Technolo... Technology Select S...
Long
Aug 20
$183.99
+1.9%
AI investment boom remains strong.
AI demand and investment are strong enough to be described as the next industrial revolution; businesses in the AI sector are outright optimistic, and this AI investment boom is a key structural demand signal that is already influencing long-dated yields, even though broad inflation spillover has not yet appeared.
Thematic ETFs
YOUTUBE
GLD SPDR Gold Shares SPDR Gold Shares
Long
Mar 06
$473.51
-14.2%
"We really have to keep our eye on the labor market [92k job losses], but we also have inflation printing above target and oil prices rising." Daly describes a textbook "Stagflation" scenario: economic contraction (job losses) combined with high inflation and supply shocks (oil). In this environment, bonds are risky (due to inflation) and stocks are risky (due to recession). Gold historically outperforms as a hedge against both currency debasement and economic instability. LONG. The Fed is paralyzed ("wait to think through the data"), which is bullish for hard assets. If the job losses are a data error (weather/strikes) and growth rebounds quickly, gold may sell off.
"We really have to keep our eye on the labor market [92k job losses], but we also have inflation printing above target and oil prices rising." Daly describes a textbook "Stagflation" scenario: economic contraction (job losses) combined with high inflation and supply shocks (oil). In this environment, bonds are risky (due to inflation) and stocks are risky (due to recession). Gold historically outperforms as a hedge against both currency debasement and economic instability. LONG. The Fed is paralyzed ("wait to think through the data"), which is bullish for hard assets. If the job losses are a data error (weather/strikes) and growth rebounds quickly, gold may sell off.
Commodities
YOUTUBE
Showing 2 of 2 calls · sorted by mentions

Mary Daly has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: GOLD, XLK.