SLV) vs Gold (GLD) on The Desk

Every Tuesday Target write-up on SLV) vs Gold (GLD), newest first: 2 so far. Each page carries the thesis, why it mattered and what to watch, and where the trade has closed, what came of it from the Track Record.

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  Silver (SLV) vs Gold (GLD): Cheap Armor Before the Chamber Stops

  22 July 2025 · Tuesday Target 30/52

  Why record highs, an August tariff snap-back and Powell roulette make cheap tech puts and a gold-over-silver spread the sane pairing.

  What came of it: I closed the silver leg on 4 August 2025 at +69% and the gold leg on 29 August 2025 at +45%, each on the capital at risk of that trade.
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  Gold Trust (GLD): Beijing's Mask, Paid for in Treasuries

  15 April 2025 · Tuesday Target 16/52

  Why China's quiet Treasury selling and staged calm make gold the one asset that needs no mask, and what the bond market is signalling.

  What came of it: I closed this trade on 28 April 2025, after 18 days, at +13% on the capital at risk.