After this rally in gold, the market value of US official gold as a % of foreign-held USTs is up to 14%. Assuming no further rise in foreign held USTs, gold would have to rise: 50% to get to 1989 levels 3x to get to LT average levels 9x to hit 1980 levels https://t.co/yECMgb8twa

Original source ↗ | January 26, 2026 at 14:32 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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