Salomon Brothers quantitative strategist proprietary trading. Belkin Report quant model hedge fund advisory service.

Since our last post 2 weeks ago, the GDX gold stock etf is up +19% and the gold stock chart we featured (NG) is up +31% (see charts below). Our proprietary model spots turning points in asset classes like this and offers stock picks designed to outperform their benchmark index. NG outperformed the GDX by +12% since our last post. If you are a hedge fund, family office, portfolio manager or sophisticated individual investor, subscribe to the bi-weekly Belkin Gold Stock Report for our model’s latest gold and silver stock outperform recommendations. We currently have 9 silver stocks and 7 gold stocks with a model outperform forecast vs the GDX. We are offering a 10% discount for a limited time on the Belkin Gold Stock Forecast. Use coupon: BGSF10 Link: hyperpyron.com/belkin-gold-s…
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Time to Buy Depressed Gold and Silver Stocks. Hope you were long silver with us last year when silver was up +145% and short with us this year when it dropped -50%. We just covered our silver and gold shorts (established at the beginning of this year). We begged our subscribers to sell gold and silver stocks at the January 2026 top after begging them to buy last year (see our previous well-timed calls in the posts below). Now our model sees big opportunities in very depressed gold and silver stocks. Some of these are down 50% from their January peaks. This looks like a good entry point to buy oversold precious metals mining stocks for a significant rally. We take bold stands for major moves (both up and down) based on our proprietary time series analysis forecasting model developed at Salomon Brothers and the UC Berkeley Haas Business School. The model gives specific stock outperform recommendations. It’s a buy-low, sell-high strategy. Right now it’s a major buy-low signal and there are specific stocks we recommend with significant upside potential. We are offering a 10% discount for a limited time on the Belkin Gold Stock Forecast. Use coupon: BGSF10 Link: hyperpyron.com/belkin-gold-s…
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Our last X post said to short silver (after silver and gold were our top longs in 2025). Subsequently silver went down by -50% from its Jan 2026 peak. Now there is an once-in-decades sector rotation opportunity. Remember the March-Dec 2000 sector rotation after the TMT bubble burst? The S&P tech sector declined -48% while defensive sectors rallied by +30% on average from March to Dec 2000. Nobody is positioned for a rotation like this, currently the consensus is ridiculously long tech and most investors wouldn’t be caught dead buying defensive stocks. But defensive stocks are more depressed relative to the S&P500 than in March 2000 (see chart). Take advantage of this rare sector rotation opportunity. Our proprietary time series forecasting model says the time is now. Get the Belkin Report for specific recommendations. hyperpyron.com/br2-report/ additional information on subscriptions at https:/hyperpyron.com or call 419 554 7009
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Our last X market post was 7 months ago, saying if you aren’t up 54%, you missed the gold stock rally. We urged buying. At that time gold and silver were out of favor and the GDX gold stock ETF had persistent outflows. Now the GDX is up 156% ytd, or up 102% since that post. It’s the best-performing 2025 industry group. Silver has gone ballistic, turbocharged by Johnny-come-lately momentum-chasing buyers who flocked in at the top. This has stretched silver to an incredible 5.4 standard deviations above its 200 day average, in physics that’s a 99.99994% confidence level. Like in 2020, this is probably a spike top from which silver and gold will likely endure a sustained downward zigzag correction. Want insights like this into gold/silver and macro market moves? Subscribe to the Belkin Gold Stock Forecast and Belkin Report. hyperpyron.com/
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The GDX gold stock etf is up 58% ytd as of today and has had outflows all year. It's up huge on selling. Did everybody miss the gold stock rally? It's not too late, gold is now the second largest reserve asset for central banks and they keep buying. The higher gold price lifts revenues and earnings for undervalued gold stocks. See the Belkin Report for recommended gold/silver stocks.
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Belkin Report retweeted
Replying to @Hyperpyron
For Inquiries, evaluations and substitutions please contact Marc at Hyperpyron.com or call +014195547009 please follow @Hyperpyron for updates, discount coupons and special announcements & offers
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🔥Don’t miss this Week Ahead! 🛢️ @chigrl on why energy productivity is leaving tech in the dust 🥬 @Doomberg explores COP29 & Trump’s impact on green energy 🇪🇺 @Raphfel discusses Russia, Turkey & the EU energy landscape 🚨piped.video/pZQAgz8DJ0s #Energy #COP29 #Russia #Markets
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📊 In this Week Ahead.... ➡️@BelkinReport explains why treasury #yields are spiking & how it ties to stagflation. ➡️@chigrl shares insights on Iran’s crude loadings & #LNG investment opportunities. Watch now! piped.video/L65g8wuOki4 #Markets #Stagflation #Energy #LNG
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July 10th was a major turning point for stocks and sector rotation. Belkin Report clients have gained major alpha from long defensive sectors and short tech. After today these numbers are even bigger, this chart was from yesterday. For subscriptions see hyperpyron.com
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Belkin Report retweeted
Our Q2 Investor Letter: "The Market vs the Fed" is available here: biancoadvisors.com/q2-invest… The ETF $WTBN that tracks our Index More about our Index can be found here. biancoadvisors.com
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Please help us bring and END to ALZ & Dementia! Alzheimer's Association: The Walk to End Alzheimer's act.alz.org/site/TR?fr_id=17…
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Percent of Credit Card Balances Going Delinquent
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🔥🔥🔥The Week Ahead is out!!!🔥🔥🔥 We've got a couple of deep conversations with ➡️ @BelkinReport on SECTOR ROTATION (TECH OUT, CONSUMER STAPLES IN) ➡️ @chigrl on ENERGY MERGERS & #ESG ISSUES $NVDA $CLOU $SILV $XOM $CVX $MRO $COP $HES piped.video/SJiy_yc5Km0
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UP TODAY on X spaces at 11 AM ET!!!! Please join me to talk Macro Markets with INCREDIBLE guests: Bill Fleckenstein @fleckcap Matt Cole @ColeMacro and Michael Belkin @BelkinReport If you have questions for any guest, please list them below!
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IMPORTANT!! @biancoresearch TWITTER ACCOUNT HAS BEEN HACKED. BELIEVE IT OR NOT, HE'S HITTING A WALL GETTING @Twitter SUPPORT TO GET SITUATION UNDER CONTROL JIM IS NOT SELLING A BIANCO COIN. THIS IS A MASSIVE SCAM HE IS TRYING TO RECTIFY. PLEASE RETWEET THIS FOR THE GREATER GOOD
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BREAKING: Shareholders have just voted to let Trump's company, Trump Media & Technology Group, which owns Truth Social, become a public company, which could earn Trump $4 billion. NOTE: However, if Trump wants to use this money to help with his legal issues in a fraud case by Letitia James, he has to get special permission to sell his shares early. NOTE: Trump's company will start being traded on the stock market under the symbol "DJT" as soon as next week.
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