„India‘s holdings of long-term US debt have dropped by 26% from a 2023 peak, according to US government data made available last week. Treasuries now account for one-third of the nation’s foreign-exchange reserves, compared with 40% a year prior.“ https://t.co/Ok3XGap8fs
Original source ↗  |  January 24, 2026 at 22:48 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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