"What the world sees as 'an irrational Trump and US government' might be better interpreted as 'US critical mineral supply chains are in far worse shape than western consensus realizes..." Thanks for having me on, @paulbuitink - I enjoyed our conversation! https://t.co/3kUeJj2c0G
Original source ↗  |  January 27, 2026 at 17:26 UTC  |  Twitter - @lukegromen

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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