I remain scepticsl of the gold rally. This is 2010 all over again. Back then it was QE, and now the Fed takeover. Both don’t matter. What matter is the fiscal deficit and it is shrinking.
Original source ↗  |  January 27, 2026 at 08:51 UTC  |  Twitter - @fcfinvest

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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