Not all GDP is created equal: Remove Russian energy & commodities from global supplies & the resultant inflation would collapse western bond markets & economies in < 1 month. Russia would eventually then collapse too, it would just take a few months or quarters longer. https://t.co/hMfS15wODi

Original source ↗ | January 25, 2026 at 19:28 UTC | Twitter - @lukegromen

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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