Belkin Report

Salomon Brothers quantitative strategist proprietary trading. Belkin Report quant model hedge fund advisory service.

[Belkin Report @BelkinReport]

Our last X market post was 7 months ago, saying if you aren’t up 54%, you missed the gold stock rally. We urged buying. At that time gold and silver were out of favor and the GDX gold stock ETF had persistent outflows. Now the GDX is up 156% ytd, or up 102% since that post. It’s the best-performing 2025 industry group. Silver has gone ballistic, turbocharged by Johnny-come-lately momentum-chasing buyers who flocked in at the top. This has stretched silver to an incredible 5.4 standard deviations above its 200 day average, in physics that’s a 99.99994% confidence level. Like in 2020, this is probably a spike top from which silver and gold will likely endure a sustained downward zigzag correction. Want insights like this into gold/silver and macro market moves? Subscribe to the Belkin Gold Stock Forecast and Belkin Report. https://t.co/FIhOyQQAT7

[Belkin Report @BelkinReport]

The GDX gold stock etf is up 58% ytd as of today and has had outflows all year. It's up huge on selling. Did everybody miss the gold stock rally? It's not too late, gold is now the second largest reserve asset for central banks and they keep buying. The higher gold price lifts revenues and earnings for undervalued gold stocks. See the Belkin Report for recommended gold/silver stocks.

[Belkin Report @BelkinReport]

@Hyperpyron For Inquiries, evaluations and substitutions please contact Marc at https://t.co/ePryz4eZBg or call +014195547009 please follow @Hyperpyron for updates, discount coupons and special announcements & offers

[Complete Intelligence @complete_intel]

🔥Don’t miss this Week Ahead!

🛢️ @chigrl on why energy productivity is leaving tech in the dust
🥬 @Doomberg explores COP29 & Trump’s impact on green energy
🇪🇺 @Raphfel discusses Russia, Turkey & the EU energy landscape

🚨https://t.co/KGbCXx4mUs

#Energy #COP29 #Russia #Markets

[Belkin Report @BelkinReport]

@Hyperpyron For Inquiries, evaluations and substitutions please contact Marc at https://t.co/ePryz4eZBg or call +014195547009 please follow @Hyperpyron for updates, discount coupons and special announcements & offers

[Hyperpyron @Hyperpyron]

FYI: GOLD20 for discount on Belkin BGSF here: https://t.co/V9q0P18DT9

[Hyperpyron @Hyperpyron]

https://t.co/1iS6uRSmpy
Use this Link for Interview

@BelkinReport @WallStreetSilv @MJResearchit @MorningsMaria @spomboy @JulesKatt
@chigrl @WallysPop #markets #MarketStrategy #Stocks #Bonds #GOLD

[Complete Intelligence @complete_intel]

📊 In this Week Ahead....
➡️@BelkinReport explains why treasury #yields are spiking & how it ties to stagflation.
➡️@chigrl shares insights on Iran’s crude loadings & #LNG investment opportunities.

Watch now! https://t.co/vs6YZVJcfK

#Markets #Stagflation #Energy #LNG

[Belkin Report @BelkinReport]

July 10th was a major turning point for stocks and sector rotation. Belkin Report clients have gained major alpha from long defensive sectors and short tech. After today these numbers are even bigger, this chart was from yesterday. For subscriptions see https://t.co/8r8BG6yuTB

[Vestmo Global @VestmoGlobal]

Weekly Reports posted and emailed: https://t.co/WSYhLRV0cG
If you’re not a subscriber you’re missing out, check out the Individual Investor Bundle!!
@MJResearchit @Hyperpyron @JulesKatt

[Jim Bianco @biancoresearch]

Our Q2 Investor Letter: "The Market vs the Fed" is available here:
https://t.co/oUVvquDGcP

The ETF $WTBN that tracks our Index

More about our Index can be found here. https://t.co/O5yuoen0bl

[Julie Katterheinrich @JulesKatt]

Please help us bring and END to ALZ & Dementia! Alzheimer's Association: The Walk to End Alzheimer's https://t.co/M3p46Biq2c

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

Percent of Credit Card Balances Going Delinquent

[Belkin Report @BelkinReport]

@Hyperpyron

[Complete Intelligence @complete_intel]

🔥🔥🔥The Week Ahead is out!!!🔥🔥🔥
We've got a couple of deep conversations with
➡️ @BelkinReport on SECTOR ROTATION (TECH OUT, CONSUMER STAPLES IN)
➡️ @chigrl on ENERGY MERGERS & #ESG ISSUES
$NVDA $CLOU $SILV $XOM $CVX $MRO $COP $HES
https://t.co/Ol2iVbJMTd

[Complete Intelligence @complete_intel]

🔥🔥🔥The Week Ahead is out!!!🔥🔥🔥
We've got a couple of deep conversations with
➡️ @BelkinReport on SECTOR ROTATION (TECH OUT, CONSUMER STAPLES IN)
➡️ @chigrl on ENERGY MERGERS & #ESG ISSUES
$NVDA $CLOU $SILV $XOM $CVX $MRO $COP $HES
https://t.co/Ol2iVbJMTd

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

UP TODAY on X spaces at 11 AM ET!!!!

Please join me to talk Macro Markets with INCREDIBLE guests:

Bill Fleckenstein @fleckcap Matt Cole @ColeMacro
and Michael Belkin @BelkinReport

If you have questions for any guest, please list them below!

[Danielle DiMartino Booth @DiMartinoBooth]

IMPORTANT!!

@biancoresearch TWITTER ACCOUNT HAS BEEN HACKED. BELIEVE IT OR NOT, HE'S HITTING A WALL GETTING @Twitter SUPPORT TO GET SITUATION UNDER CONTROL

JIM IS NOT SELLING A BIANCO COIN. THIS IS A MASSIVE SCAM HE IS TRYING TO RECTIFY. PLEASE RETWEET THIS FOR THE GREATER GOOD

[Simon Ateba @simonateba]

BREAKING: Shareholders have just voted to let Trump's company, Trump Media & Technology Group, which owns Truth Social, become a public company, which could earn Trump $4 billion.

NOTE: However, if Trump wants to use this money to help with his legal issues in a fraud case by Letitia James, he has to get special permission to sell his shares early.

NOTE: Trump's company will start being traded on the stock market under the symbol "DJT" as soon as next week.

[Belkin Report @BelkinReport]

@Hyperpyron