Paul Tudor Jones on October 22, 2024.
"All Roads Lead To Inflation"
"I would probably have some basket of Gold, Bitcoin, Commodities, and Nasdaq."
Since...
$GLD +54%
$IBIT +26%
$DBC +1.45%
$QQQ +24%
$EQT
Breaking out from a 10 year cup & handle base
Tailwinds Moving Forward
> AI Data Center Buildout
> Second largest natural gas producer in North America
> Natural gas markets entering a structurally tight phase with surging LNG exports and data center growth should boost prices
> Natural gas is projected to provide 60% of the new U.S. power generation capacity required to meet the demand