SPDR Gold Shares — physical gold ETF
“I just wanted to point out some alpha regarding buying into things down 8% for the wrong reason (eg. US drones for defense) rather than known hedges like $GLD / $SLV. But yes, if we talked about beneficiaries, your mentions like $CRML, bc of Tanbreez and all its rare earth deposits are great!” post →
| Date | Tweet |
|---|---|
| 2026-01-19 | I just wanted to point out some alpha regarding buying into things down 8% for the wrong reason (eg. US drones for defense) rather than known hedges like $GLD / $SLV. But yes, if we talked about beneficiaries, your mentions like $CRML, bc of Tanbreez and all its rare earth deposits are great! → · 12 likes · 11,486 views |
| Report | Date | Stance |
|---|---|---|
| #111 — Macro Memo: Mo-vember | 2025-11-17 | WATCH |
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