Bitcoin is the one risk asset that doesn't care about repatration and loves a falling $. U.S. stocks get hit by repatration flows Foreign stocks get hit by the higher currency (eg Nikkei, DAX) Foreign bonds do well
Original source ↗  |  January 26, 2026 at 11:13 UTC  |  Twitter - @fcfinvest

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

Views 216
Likes 2