Barbarian Capital on X
Probably nothing $2 trillion budget deficit for the FY Up 12% YoY During a “strong economy” (I am told) $GLD $IBIT https://t.co/mpwq2nmPOY
NYSEARCA
SPDR® Gold Shares
GLD
7 stories
$142B Market cap · 2026-10-15
Farmer on X
Seems like a real bull thesis for $CIBR and $GLD https://t.co/t08uLOuJfS
SG on X
need more $GLD $GC https://t.co/sC4KNVanQw
Myles on X
Heres a portfolio that's 80% $SPY, $70% $TLT, -70% $PFF, 20% $GLD. Similar return with way lower volatility. Obviously this is just backwards looking, but there are structural reasons why this kind of mix works (Preferred stocks suck, most of the alpha is there). https://t.co/pfsyWJG2f2
Multiples Capital on X
Foreign Central bank gold holdings go above US Treasuries first time since 1996. $GLD https://t.co/QmZhXchEvA
Multiples Capital on X
Gold vs Silver ( $GLD vs $SLV) https://t.co/Ugjavn4djw
Multiples Capital on X
"Rally of the 2nd Tier": the runner-up is running the show over 6m/3m/1m time periods: • Silver > Gold ( $SLV > $GLD) • ETH > BTC • Small caps > S&P 500 ( $IWM > $SPY) Seeing it occur even in individual stock levels: • $AMD > $NVDA • $EXPE > $BKNG • $LYFT > $UBER What it implies: That breadth + beta has been improving, perhaps in anticipation of rate cuts and overall healthier economy than anticipated. Likely keeps the bull run going for now. Charts below
Investor Letters
Letters that discuss GLD.
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Companies the stories above are also about, besides GLD.
