Canada exports 3.8mbpd (!) of crude to US refiners. Mostly heavy oil = critical diet for them. Crude exports would be exempted or US consumers get higher prices at pump. Not gonna happen during affordability „crisis“ into midterms under T. https://t.co/tWLFejXvk7
Original source ↗  |  January 24, 2026 at 22:34 UTC  |  Twitter - @burggrabenh

IDEA 1 TICKER: Gold (XAUUSD) DIRECTION: Long THESIS: An "anti-Trump reflex" is causing a market rotation, which is expected to drive gold and other assets higher. SPEAKER: @burggrabenh TIMEFRAME: Short-term

IDEA 2 TICKER: US Bonds (generic, e.g., TLT, IEF) DIRECTION: Short THESIS: Investors are "quiet quitting" US bonds, implying a bearish outlook and potential for bond prices to fall. SPEAKER: @burggrabenh TIMEFRAME: Medium-term

IDEA 3 TICKER: Gold (XAUUSD) DIRECTION: Long THESIS: Macroeconomic factors like

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