Have seen a lot of talk about the Fed “rate check” regarding the Yen. Which once again displays the influence U.S. can have on non U.S. institutions. It’s also worth pointing out, the yen didn’t go from 100 to 150 over the last 4 hrs without Fed giving a nod of approval.
Original source ↗  |  January 26, 2026 at 21:58 UTC  |  Twitter - @santiagoaufund

IDEA 1 TICKER: Gold DIRECTION: Long THESIS: Gold has demonstrated its capacity to absorb significant global capital flows ($15tn in 12 months) without issues, suggesting it can continue to serve as a major store of value for global trade imbalances. SPEAKER: @lukegromen TIMEFRAME: Long-term

IDEA 2 TICKER: Silver DIRECTION: Avoid THESIS: Recent sharp moves in silver are attributed to speculative retail chasing, similar to Shiba Inu, and lack fundamental basis, suggesting caution or avoidance. SPEAKER: @fcfinvest TIMEFRAME: Short-term

IDEA 3 TICKER: Gold, Silver, US-listed speculative equities DIRECTION: Short-term profit

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