The AI Investor — Druckenmiller's latest Duquesne moves scream macro rotation:
- heavy into financials ($XLF)
- equal-weight S&P ($RSP), Brazil/emerging ex-China plays ($EWZ calls),
- adds in $GOO…↗
January 2026 · 1 mention
Jan 31
Lawrence McDonald — 2026
Nat Gas $UNG +38%
Oil Svs $OIH +22%
Copper $COPX +18%
Silver $SLV +17%
Brazil $EWZ +17%
Uranium $SRUUF +16%
Coal $COAL +13%
Gold $GLD +12%
Global Value $GVAL +11%
Palladium $…↗