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Since they said it
6 directional calls with a price to read (4 bullish, 2 bearish). 1 week later, with the call in 4 of 6; 1 month later, with the call in 4 of 6. Prices as of 2026-09-11. Three fixed windows, the same for every call, always shown together: one week, one month, three months after the first close that followed the tape. What the market did, not a score: a call can have a different horizon, and a view with no number or deadline is never graded here.
Gold from 2026-06-15 to 2026-09-11 · ▲ bullish · ▼ bearish · dot = the close that day
Date
Market
Call
What was said
1 week
1 month
3 months
2026-07-15
from 3,986
Gold
Bullish (Leaning)
“My base case right now is actually a period of correction and consolidation and the next big move will be higher. That is my expectation. Not my prediction.”
“My base case is still that the next big move is likely to be upwards. But that involves the correction and consolidation first. Which means I'm not in any hurry to buy.”
Sold the bulk of his gold/silver STOCKS on his across-the-board trigger system after the January peak (~$1,300 above current); still holds all bullion; 'less high is not low, lower is not low'; gold ~$4,000 'not really low'
Restates the base case on fresh tape; 2020's consolidation at $2,000 lasted three years; 2011/1980 chart similarities 'imprudent to ignore'; a 50-60% drawdown from the 5,600 peak = sub-3,000 is his unconditional buy
“My base case right now is actually a period of correction and consolidation and the next big move will be higher. That is my expectation. Not my prediction.”
Very bullish copper long-term (structural deficits) but $6 is not low; to the degree copper pricing is AI-narrative-driven (data centers), a reversal is his buying opportunity
Near-term: futures 'telling us the war is over'; the Hormuz tracker says closed yet 57 transponder-on ships in transit; the post-reopening surge hits refineries next week; midterm incentive for lower prices
“I do have a very bullish thesis on oil sort of medium to long term.”
Spot ~$85 has sat below the long-term contract price for months, which he calls the real price; would buy a dip 'this week' if he had no uranium; four advanced reactors brought online by Jul 4
Rejects the bear label; held all physical bullion through the correction
“My base case is still that the next big move is likely to be upwards. But that involves the correction and consolidation first. Which means I'm not in any hurry to buy.”
Spot below long-term contract price for months, he notes
“So I think spot has another snapback coming, which would be upward, and that will be good for the stock. So I have high confidence in that, but it's not necessarily a huge move.”
“So yeah, I like uranium. I'm very bullish still on that thesis. It's just not super cheap and I own a bunch already. Most of my portfolio right now is uranium stocks.”