If earlier this week your favorite guru told you gold and silver could only go higher bc physical markets were now in charge and then today they told you that gold and silver were only falling bc paper markets were back in charge…you need a new guru.
Original source ↗  |  January 31, 2026 at 01:13 UTC  |  Twitter - @santiagoaufund

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: General Market / Risk Assets DIRECTION: Long THESIS: Buying into a market downturn on option expiry day, anticipating a rebound as "weak hands" are flushed out and the market is "short gamma." The speaker intends to add more if conditions allow. SPEAKER: @abcampbell TIMEFRAME: Short-term

IDEA 2 TICKER: General Market / Risk Assets DIRECTION: Avoid (immediate long entry) THESIS: Despite long-term bullish macro drivers, the market is experiencing a significant downturn ("nuke"), making it prudent to wait for a clear bottom to form before initiating new long positions. SPEAKER: @plur_daddy TIMEFRAME: Short-term / Medium-term

IDEA 3 TICKER: Silver ($SLV) DIRECTION: Long THESIS: Initiating a long position in silver, expecting a 10% bounce after a sharp decline, possibly exacerbated by speculative trading. SPEAKER: @krugermacro TIMEFRAME: Short-term

IDEA 4 TICKER: Silver ($SLV) DIRECTION: Long THESIS: Increasing long exposure to silver (or $SLV) after a significant 33% price drop, suggesting it is oversold and due for a rebound. SPEAKER: @abcampbell TIMEFRAME: Short-term to medium-term

IDEA 5 TICKER: General Market / Risk Assets DIRECTION: Long THESIS: Considering further increasing long exposure at the close, anticipating a potential rebound due to market participants still being "short gamma" after a downturn. SPEAKER: @abcampbell TIMEFRAME: Short-term

IDEA 6 TICKER: European Natural Gas (e.g., TTF futures) DIRECTION: Long THESIS: A predicted significant temperature drop in Northwest Europe could lead to critically tight natural gas storage levels by the end of February, suggesting upward pressure on prices. SPEAKER: @burggrabenh TIMEFRAME: Short-term to medium-term

IDEA 7 TICKER: Bitcoin

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