This winter storm sweeping the US knocked offline 10% of US natgas production, even as demand for heating and power-plant fuel jumped. The big freeze strained electricity grids and crippled transport links, grounding thousands of flights. It will drag TTF up tomorrow. https://t.co/icjv9PuP3O
Original source ↗  |  January 25, 2026 at 23:58 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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