Macro investing - Gertjan

Private investor | Substack 1k+ subs | Macro | Commodities | No investment advice

[Macro investing - Gertjan @gertjanfr]

https://t.co/BO1vluHipm

[Macro investing - Gertjan @gertjanfr]

Join me here 👇

https://t.co/bTIOfoP1lO

[Macro investing - Gertjan @gertjanfr]

Second article about Gold 👇

https://t.co/YxmzT9puoU

[Macro investing - Gertjan @gertjanfr]

@TheQNewsPatriot Interesting developments.
I wrote an article about the developments in the gold markets from the last 18 months.

Feel free to share 👇

https://t.co/BO1vluHipm

[Macro investing - Gertjan @gertjanfr]

@Whiplash437 I wrote my analysis about the different developments on my substack. Feel free to share 👇

https://t.co/QPkLatpvne

[Macro investing - Gertjan @gertjanfr]

@MBAeconomics1 Very interesting what will happen!!
I wrote my views on the different developments on my substack. Feel free to share 👇

https://t.co/QPkLatpvne

[Macro investing - Gertjan @gertjanfr]

@SilverGold_News Haha lets see what will happen!
I wrote my views about the different developments in an article on my substack 👇

https://t.co/QPkLatpvne

[Macro investing - Gertjan @gertjanfr]

@GoldTelegraph_ Interesting development. I wrote my analysis about the gold developments on my substack. You can read it here 👇

https://t.co/BO1vluHipm

[Macro investing - Gertjan @gertjanfr]

@KingKong9888 Interesting! I also wrote an article about gold developments. 👇

https://t.co/BO1vluHipm

[Macro investing - Gertjan @gertjanfr]

@silvertrade Great! I also wrote an article about different interesting developments in the gold market 👇

https://t.co/BO1vluHipm

[Macro investing - Gertjan @gertjanfr]

@MBAeconomics1 Haha great post, I wrote an article about gold too:

https://t.co/BO1vluHipm

[Macro investing - Gertjan @gertjanfr]

@WolfAltStreet 320? 😲

[Macro investing - Gertjan @gertjanfr]

@honzacern1 Interesting development. Interview with Judy Shelton with Soar financially is also worth watching. Back bonds with gold is also a possible outcome on July 4th or maybe later this year.

[Macro investing - Gertjan @gertjanfr]

@DoopieCash Inderdaad roverheid

[Macro investing - Gertjan @gertjanfr]

Analyzing, studying the markets during weekends with a cup of coffee

[Macro investing - Gertjan @gertjanfr]

@ValueSeeker_ Happy I own it for some time. Very nice company to own. Still upside, dividend and the geopoliticals are also in favour for petrobras.

[Otavio (Tavi) Costa @TaviCosta]

Markets sitting just ~2% below all-time highs feel remarkably complacent.

The only way to rationalize this is to believe energy prices will fall back to pre-war levels, which I find very unlikely.

This also ignores the second-order effects still ahead from logistical disruptions and shortages of key inputs.

Maybe it is a sign of age, but the disconnect from reality feels significant right now.

I could be wrong, but I chose to raise a meaningful amount of liquidity yesterday.

https://t.co/8DRPnLCRJv

[Macro investing - Gertjan @gertjanfr]

@NorthstarCharts And now waiting for the food and agricultural space? 🤔

[Willem Middelkoop @wmiddelkoop]

Scary chart for the S&P500

Wouldn't surprise me to see it go down at least 20-30% in the next few months

It just gave a goodbye kiss to the 200-day moving average (just like March 2025)

#fortherecord

[Macro investing - Gertjan @gertjanfr]

@TaviCosta Great chart again Tavi!!