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Ali je maj vrh za zlato v letu 2025? Kam s kapitalom naprej?
Zlato prelamlja rekorde, GDX in silver minerji izstreljeni – a vprašanje visi v zraku:
Smo blizu vrha? Je čas za pobiranje dobičkov? In kam se seli kapital?
V tej epizodi se poglobimo v ključno vprašanje trga surovin za mesec maj:
🔹 Ali plemenite kovine izgubljajo zalet?
🔹 Kateri sektorji kažejo znake prihajajoče rotacije?
🔹 Kako postaviti portfelj, če je zlato letos že (skoraj) povedalo svoje?
⏱️ Poglavja:
00:00 – Uvod
01:00 – Makro uvod: Armstrong, vojna, EU, Dow Jones na ATH
🔁 ETF mesečni pregled – pozicije, premiki, momentum
22:26 – Zlato & GDX: ali smo priča preboju ali zadnjemu rallyju?
37:45 – Zlato vs srebro: primerjava, razmerje in kaj to pomeni za trg
35:45 – Dow Jones: volatilnost, panic cycle, ideja za short na MES
44:00 – REMX: redke zemlje ($MP, $LYC) kot naslednji kandidati za rotacijo
47:00 – Litij sektor ($ALB, $SQM, $LAC, $PPL) – “kri na ulicah” ali dno?
54:40 – Q&A: Kdaj pobirati dobičke na gold minerjih?
57:05 – Surovinska strategija za maj-junij:
🛢️ Nafta (OXY)
⚛️ Uran (NXE)
⛏️ Industrijske surovine: RIO, VALE, PBR
🥈 Paladij (SBSW), bakrovci (TGB, LUN), metalurški premog (HCC, AMR)
💰 Dividende & stabilnost sektorjev
01:07:00 – Tehnološki segment: IONQ, BE, Xiaomi
01:13:00 – Strategija Pokojnina – spremembe v dolgoročnem portfelju: MELI, NU, TSLA, UBER
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