A trade debtor that exports gold at a floating price is settling part of its trade deficit in gold at a floating price, de facto. Would result in much higher gold, lower USD, contained 10y UST yields, & in time, reshored US industry & middle class. Win/win/win. Let's watch. https://t.co/l3cCjgDfFx
Original source ↗  |  February 01, 2026 at 18:13 UTC  |  Twitter - @lukegromen

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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