Unfortunately it’s more fundamental than that. Almost all the stuff on the bottom went down in cost due to increased automation and offshoring. Meanwhile, the stuff on top is domestic labor intensive. https://t.co/03OjdeNo1R
Original source ↗  |  January 26, 2026 at 23:02 UTC  |  Twitter - @lynaldencontact

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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