gold's going to be 10,000 by the end of the decade... gold and silver need to grind sideways and grow into their valuation... the big money has been made in gold and silver. Secular bull market remains but expects near-term consolidation/digestion after a massive run. Sees the safety trade as crowded, potentially leading to a shakeout before continued long-term appreciation.

Explicitly advises buying the technology/AI trade (which dominates NDX) as it has been 'absolutely hammered' and represents a rotation opportunity. Links S&P 500 8,000 target to technology/Mag 7 kicking in.

I think a temporary spike... oil's only up 6%... this is just a short-term blip. Views the geopolitical-driven surge as transient, expecting calm and a peace dividend. Advises hedging at current prices.