Market sentiment, macro trends, and trading commentary by Brandon Beylo
Crypto beating precious metals in next year would be hilarious, Brandon Beylo notes
Brandon Beylo suggests an amusing scenario in which cryptocurrencies outperform precious metals over the next 12 to 18 months. The comment follows a discussion on bullish sentiment towards ...
Brandon Beylo: Gold at $4,000 represents potential opportunity
Brandon Beylo highlights that gold is currently trading at $4,000. He wonders whether this price will be seen in hindsight as an exceptional buying ...
SoftBank investor slides challenge bearish perspectives, Brandon Beylo notes
Brandon Beylo questions market skepticism by referencing the type of slides SoftBank includes in its investor deck. The comment suggests that SoftBank's presentation materials convey strong ...
Brandon Beylo: Shorting crypto has outperformed as a hedge recently
Brandon Beylo highlights a recent trend in cryptocurrency markets, noting that shorting crypto assets has proven to be an effective hedge. According to Beylo, crypto prices have been declining ...
Biotech sector is nearing a significant base relative to Nasdaq, Brandon Beylo points out
Brandon Beylo highlights a ratio chart comparing the performance of the biotech sector, as represented by XBI, to the Nasdaq index, represented by QQQ. According to Beylo, this chart is forming ...
Brandon Beylo: Biotech stocks show strength despite FOMC meeting volatility
Brandon Beylo highlights strong performance in the biotech sector, observing that biotech stocks demonstrated resilience despite volatility around the FOMC meeting. Beylo suggests that such ...
Gold could drop to $3,800 per ounce before recovering, Brandon Beylo warns
Brandon Beylo suggests that gold may be reaching a near-term low. However, he adds that the metal could still decline further, potentially dropping to $3,800 per ounce before seeing a true ...
Brandon Beylo: IYH rises as wider market falls
Brandon Beylo highlights that IYH is up today while the rest of the market is down. The comment draws attention to the relative performance of IYH compared to broader market ...
U.S. stock market drop seen as improbable during 250th birthday, Brandon Beylo argues
Brandon Beylo suggests that U.S. President Donald Trump would not allow the U.S. stock market to decline for more than 24 hours during the country’s 250th birthday celebration. He describes the ...
Brandon Beylo: Gold trades below 200-day average for first time since 2023
Brandon Beylo highlights that gold is now trading below its 200-day moving average for the first time since 2023. He suggests this decline presents an opportunity for long-term investors focused ...
Healthcare sector ratio reaches 25-year low, Brandon Beylo notes
Brandon Beylo observes that the healthcare sector is currently the cheapest it has been compared to the S&P 500 in 25 years. This assessment is based on ratios relative to the broader market, as ...
Brandon Beylo: Biotech and healthcare trade at 10-year valuation lows
Brandon Beylo observes that biotech and healthcare sectors are becoming particularly interesting at present. He points out that many companies in these industries are trading at 10-year valuation ...
Oil ownership comes with significant tail risks, Brandon Beylo notes
Brandon Beylo shares perspectives on the complexities of owning oil and oil equities prior to a long weekend. He describes oil as the most challenging asset to hold, highlighting that there are ...
Brandon Beylo: Solar energy TAN up 60 percent and outperforms S&P 500
Brandon Beylo highlights that Solar Energy TAN is up 60 percent and has outperformed the S&P 500 by 37 percent since an earlier tweet. He notes that solar stocks are breaking out of long-term ...
Natural gas appears set to break out, Brandon Beylo notes
Brandon Beylo believes natural gas prices may have reached a bottom and could be poised for a breakout. The author cites growing narratives around artificial intelligence and data center demand ...
Brandon Beylo: Oil services stocks post new highs with OIH breakout
Brandon Beylo highlights strong performance in oil services stocks, noting that many names are reaching new highs. Beylo points out that OIH, an oil services exchange-traded fund, is breaking ...
Solar Energy ETF TAN hits fresh highs amid investor skepticism, Brandon Beylo notes
Brandon Beylo highlights that the Solar Energy ETF TAN is making new highs. He comments that the theme of 'Energy At All Costs' will encompass energy forms widely disliked by investors. Beylo ...
Brandon Beylo: Idaho Strategic acquires Niagara Copper-Silver Project with 263Mlbs copper-equivalent
Brandon Beylo highlights that Idaho Strategic has recently acquired the Niagara Copper-Silver Project. The site contains an estimated 154 million pounds of copper at a grade of 0.39% and 8.8 ...
Solar energy seen as increasingly attractive amid strait closure, Brandon Beylo notes
Brandon Beylo, industry influencer, observes that the longer the strait remains closed, the more appealing solar energy becomes as both an investment and a power source. Beylo describes the ...
Brandon Beylo: Ryan Cohen makes $55.5 billion takeover offer with concise slide deck
Brandon Beylo, industry influencer, points out that Ryan Cohen has announced a $55.5 billion takeover offer, accompanied by an 8-page slide deck outlining the investment thesis. He contrasts ...
Buying negative EV stocks in South Korea could deliver strong returns, Brandon Beylo notes
Brandon Beylo, industry influencer, highlights the value potential he sees in South Korean equities after adding them to his financial screeners. He suggests that investors may benefit from ...
