GLDBEARMIXEDFLIPPEDTHOUGHTFUL MONEY · BULLISH IN JULY → BEARISH IN JULY

Trade GDX versus GLD divergence

Gold mining equities (GDX) lag physical gold (GLD) during early precious metals moves, creating pair-trade convergence opportunities.

Thoughtful Money

THOUGHTFUL MONEY CHANGED ITS VIEW

BULLISH FOR 9 DAYS, THEN THE TURN

THEN14 JUL · BULLISHThe guest argued that the recent correction in gold washed out retail and speculative froth, leaving central bank buying and de-dollarization as sustained catalysts for the next leg higher.NOW23 JUL · BEARISHGold mining equities (GDX) lag physical gold (GLD) during early precious metals moves, creating pair-trade convergence opportunities.

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