Suresh Tantia

Head of CIO for Asia Equity Strategy, UBS Global Wealth Management
· tracked since Mar 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
GOLD long +0.8%
Worst Calls
No live losers yet
Most Mentioned
GOLD ×1
Recent Calls
GOLD long 2 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return +0.8% Long Return +0.8% Short Return -
Average Return
7d +6.7%
30d +6.7%
90d —
Result
Result
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Thesis
Theme
Source
GOLD Gold Gold
Long
Mar 24
$404.13
+0.8%
The speaker explicitly stated, "at this level, it makes sense to buy gold," referring to its ~10% pullback, and that it is "still a very good hedge." The recent sell-off was partly a liquidation event where investors sold profitable assets like gold for cash. The fundamental case for gold remains intact due to expected Fed rate cuts and a weaker dollar. Gold is attractive after its correction and is recommended as a portfolio hedge against ongoing geopolitical and monetary policy uncertainty. The Fed delays rate cuts more persistently than expected, supporting the U.S. dollar and reducing gold's appeal.
The speaker explicitly stated, "at this level, it makes sense to buy gold," referring to its ~10% pullback, and that it is "still a very good hedge." The recent sell-off was partly a liquidation event where investors sold profitable assets like gold for cash. The fundamental case for gold remains intact due to expected Fed rate cuts and a weaker dollar. Gold is attractive after its correction and is recommended as a portfolio hedge against ongoing geopolitical and monetary policy uncertainty. The Fed delays rate cuts more persistently than expected, supporting the U.S. dollar and reducing gold's appeal.
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