Called $XAU bullish on Oct 3, 2023: $XAU rose 188% in 28 months.
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A commodity fund manager’s burner account. “Bulls make money, bears make money, pigs get slaughtered”
Cite asCryptoQuant has tracked the directional calls on XAG by @BuBarrelBull on X since Jan 2023: not yet scored on XAG (as of Nov 11, 2026).
Other assets covered (1)
1 XAG call on record, a thin history.
Relative view by default: fewer than 30 XAG calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @BuBarrelBull to submit corrections.
Called $XAU bullish on Oct 3, 2023: $XAU rose 188% in 28 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
In August I rotated back out of miners, after a rebound, into energy stocks. Now I’m rotating out of energy into miners. Gold and copper in particular. I think gold defended these levels before and it will again. The setup into 2027 is perfect. Copper is trading near all-time highs and Chinese premiums are surging. Yet the equities are a bargain. Why? Because of an AI growth scare that never mattered anyways. Copper is a supply story. When everyone panic sells I buy. This is the way.
View original →100% agree. Totally dislocated from reality. Meanwhile actual copper pure plays are on sale. https://t.co/ChEDVXC6rO
View original →Great explanation of the current uranium market. https://t.co/gtsKYX4BBI
View original →It’s almost all royalties, which rise with the gold price. However, gold mining costs will rise further thanks to rising diesel prices among other inflationary factors. But an industry average AISC of $1800 is extremely attractive at $4500 gold. https://t.co/Uvb5ghGzDk
View original →Diesel, copper, grains, LNG, rare earths, aluminum, fertilizers, zinc, tungsten, sulfur, bromine, and gold are all among the list of commodities that are either breaking out or approaching all-time highs. Not sure anyone’s realized we’re in the midst of a commodities super cycle.
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