Sid Bullish @SidBullish
Sid. Bullish on research. Selective on everything else. Geopolitics nerd with a Master’s in Business Economics. Investing | Research | Stocks | Geopolitics substack.com/@sidbullish?r=… Joined August 2026-
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@GoldTelegraph Gold went to London, not home. My thesis on this.. sidbullish.substack.com/p/gold-went-to…
Gold went to London, not home. Five headlines that look like one story. They’re not. Read on my substack. sidbullish.substack.com/p/gold-went-to… #Gold #Investing #Finance #Substack
One Number, Two Markets. substack.com/@sidbullish/no… Before the open. Today, Friday 04 September 2026. #Investing #Stocks #Substack #Read #Finance #Bonds #Markets #US
Read my thesis about Warsh, Midterms & the Gold Policy Trap | sidbullish.substack.com/p/warsh-midter… #Invest #Finance #Investment #Gold
Warsh, Midterms and Gold Policy Trap - substack.com/@sidbullish/no… #Gold #Investing #Substack #Finance #Warsh #Bonds #Treasury
@amitisinvesting Here is my thesis to it on substack substack.com/@sidbullish/no…
The crack in the wall is $40 trillion. The hammer is $4 billion. That’s the Treasury’s long-bond buyback in one picture; and the reason I think the interesting story isn’t the operation itself, but what it tells us about where the discomfort threshold sits. #Investing #Stocks
@GlobalMktObserv Here is my thesis around this - sidbullish.substack.com/p/treasury-bli…
@CNN Here is my thesis for this: sidbullish.substack.com/p/treasury-bli…
@Hedgeye Here is my thesis around this - sidbullish.substack.com/p/treasury-bli…
The Treasury doubled its long-bond buybacks this week. $4B against a $40T debt pile - basically nothing. Yields gave the move back within a day. Gold didn’t. That gap is the whole story. Read more about the thesis here 👇 sidbullish.substack.com/p/treasury-bli… #Gold #Investing #Stocks #AI #Fed
Which is the AI picks and shovels stock which also has a #Quantum option attached? Read more here: substack.com/@sidbullish/no… | #Stocks #AI #Research #Substack #Subscribe #Optical
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stockbee @PradeepBonde
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Kristjan Kullamägi �... @Qullamaggie
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