Thaks @kevinmuir for having me on The Market Huddle on Friday. We chatted briefly about my career and then got into my current views about precious metals, the US$, equity market internals deteriorating and how oil prices could start to act as a volatility accelerator. Let me https://t.co/fqet7kxEgs
Original source ↗  |  February 01, 2026 at 12:36 UTC  |  Twitter - @ces921

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: SPY (or broad market index) DIRECTION: short/avoid THESIS: A government shutdown is expected to lead to market "ugliness" due to trapped liquidity in the TGA, suggesting further downside for equities. SPEAKER: @raoulgmi TIMEFRAME: short-term

IDEA [8] TICKER: SPY (or US equities) DIRECTION: short/avoid THESIS: If Warsh implements Quantitative Tightening (QT), it removes the Fed put, significantly increasing left tail risk for US equities. SPEAKER: @humacapital TIMEFRAME: medium-term

IDEA [9] T

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