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$GLD

Gold
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SPDR Gold Shares offers investors exposure to the price of gold through exchange-traded funds.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest thesis
Gold reflecting geopolitical fragmentation and loss of US goodwill▾

Gold prices are rising as a barometer of geopolitical stress, capturing the shift to mercantilism and the collapse in global support for the US-led order.

greg jensenT2In Good Company with Nicolai Tangen2025-11-26
confidence 70 / 100impact Medium
key themes
  • Geopolitics & Trade50%
  • AI Infrastructure50%
  • Macro & Rates50%
  • Grid & Power Infrastructure50%
  • Semiconductors50%

bull thesis · 2

88 / 100
  • •Gold reflecting geopolitical fragmentation and loss of US goodwill
  • •OPLA positioned for next leg up in gold after $480 buy on May 20

bear thesis · 0

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  • — none —

mentions · 2

Jose Luis CavaChina detrae liquidez: ¿Qué pasa con el Oro y Bitcoin?1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:002:005:007:0010:00
In Good Company with Nicolai TangenGreg Jensen - Co-CIO of Bridgewater | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 10 months ago
0:002:005:007:0010:00