The post offers Trump-Venezuela investment takes: staying away from oil ETFs, expecting gold ETFs to plateau/fall, liking GNRC and CMI, and watching USAR.
USO — AVOID The author says funds like USO and UCO are interesting to watch but he is personally staying away because a Trump-driven flood of Venezuelan oil could lower prices and give the U.S. control over global oil supply. He does not specify a time horizon.
Funds like USO and UCO will be interesting to watch - personally i’m staying away.
UCO — AVOID The author says funds like USO and UCO are interesting to watch but he is personally staying away because a Trump-driven flood of Venezuelan oil could lower prices and give the U.S. control over global oil supply. He does not specify a time horizon.
Funds like USO and UCO will be interesting to watch - personally i’m staying away.
IAUM — AVOID The author is holding IAUM but may sell some to resize, and believes gold prices and gold ETFs will start to plateau and, pending Trump's actions, maybe even fall. He cites gold at all-time highs and the possibility that Trump may wish to crash gold to reinforce the dollar.
Personally I believe that the gold price and ETFs will start to plateau, and pending Trumps actions, maybe even fall.
GNRC — LONG The author thinks GNRC might be a good play given the background of US grid capacity shortages and heavy diesel and gas generator rollouts for data centers and AI infrastructure. He does not state a time horizon.
I think CAT is a miss for other reasons, but GNRC and CMI might be good plays given this background.
CMI — LONG The author thinks CMI might be a good play given the background of US grid capacity shortages and heavy diesel and gas generator rollouts for data centers and AI infrastructure. He does not state a time horizon.
I think CAT is a miss for other reasons, but GNRC and CMI might be good plays given this background.