Founder & CEO, GLJ Research
5 dated public stances tracked since 2024-11-19, most recently 2024-11-19. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Gordon Johnson's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Gordon Johnson is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2024-11-19 | URANIUM | bullish | -10.9% | -12.1% | +42.6% |
| 2024-11-19 | GOLD | bullish | +11.3% | +22.5% | +54.1% |
| 2024-11-19 | CCJ | bullish | -16.5% | -10.8% | +50.3% |
| 2024-11-19 | BITCOIN | bearish | -3.8% | -15.4% | +0.9% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| BITCOIN | 1 | | 1 bearish | 2024-11-19 |
| CCJ | 1 | | 1 bullish | 2024-11-19 |
| GOLD | 1 | | 1 bullish | 2024-11-19 |
| SOLAR SECTOR STOCKS | 1 | | 1 bearish | 2024-11-19 |
| URANIUM | 1 | | 1 bullish | 2024-11-19 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2024-11-19
CCJ
bullish
Wealthion · video
Cameco benefits from uranium supply constraints globally; GLJ recommended at $11 with the stock now at $53 and still sees significantly higher prices ahead despite near-term sell-the-news risk
“we told people to buy it at 11 it's at 53 today”
90d -16.5% · 180d -10.8% · 1y +50.3%
Why Inflation Will Surge Again & Recession Is Near | Gordon Johnson
2024-11-19
URANIUM
bullish
Wealthion · video
A structural supply deficit of ~40M lbs/year, Russian export restrictions, Kazatomprom committing over half its supply to China, Australian mining limits, and growing global reactor demand create a 10-year secular bull case for uranium
“solar and wind just don't work they're intermittent Peak load forms of electricity”
90d -10.9% · 180d -12.1% · 1y +42.6%
Why Inflation Will Surge Again & Recession Is Near | Gordon Johnson
Said again: 2024-11-23 (Wealthion)
2024-11-19
GOLD
bullish
Wealthion · video
Fed monetary expansion with M2 velocity returning positive will reignite inflation, making hard assets the primary wealth-preservation vehicle as purchasing power erodes
“be bullish on hard Commodities be it oil gold silver Palladium Etc because when inflation surges those hard Commodities tend to do well”
90d +11.3% · 180d +22.5% · 1y +54.1%
Why Inflation Will Surge Again & Recession Is Near | Gordon Johnson
2024-11-19
SOLAR SECTOR STOCKS
bearish
Wealthion · video
Solar is inherently intermittent and cannot provide baseload power, making high valuations unsustainable; GLJ carries active sell ratings on approximately nine solar names
“the solar stocks have been phenomenal shorts”
Why Inflation Will Surge Again & Recession Is Near | Gordon Johnson
2024-11-19
BITCOIN
bearish
Wealthion · video
Bitcoin is not a legitimate store of value or inflation hedge, representing speculative 'fake money' with no intrinsic backing, inferior to hard assets for inflation protection
“we don't like Bitcoin we think it's rat poison we think it's fake money”
90d -3.8% · 180d -15.4% · 1y +0.9%
Why Inflation Will Surge Again & Recession Is Near | Gordon Johnson
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