Rudy & Rooster
· Rooster Global Portfolio Mastery Club
· June 09, 2026 at 23:55
| Read on Substack ↗
Summary
The author expects the Fed to raise rates due to persistent high inflation, which keeps pressure on gold and silver. As a result, they are selling all their ASX ETFs (ETPMAG, GDX, SLVM, HLTH, WIRE) short-term to preserve capital, planning to repurchase at lower levels. This signals a bearish short-term outlook for these precious metals and sector ETFs.
•Author cites expectation of Fed rate increases due to high inflation as the core macro driver.
•Gold and silver remain under pressure from the inflation/rate hike narrative.
•Author is selling five specific ASX ETFs (ETPMAG, GDX, SLVM, HLTH, WIRE) for the short term.
•Author explicitly states intention to 'buy back lower' after selling.
Length318 chars
Categoryfinance
Ideas
Rudy & RoosterSubstack author, Rooster Global Portfolio Mastery Club
Author expects Fed rate hikes due to high inflation, putting pressure on gold and silver and these ASX ETFs, so selling to protect capital and buy back at lower prices.
This newsletter, published June 09, 2026,
features Rudy & Rooster
discussing GDX, HLTH, ETPMAG, SLVM, WIRE.
1 trade idea extracted by AI with direction and confidence scoring.