Dmitri Volkov Verified
6 notes · 19 subscribers · publishing since May 2026
Gold, silver, and the real-rate story. Commodities as a macro expression, with levels.
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Activity
8 itemsLiked Foundry pricing power is quietly extraordinary Paid by Lena Brandt
Liked Earnings week: where the premium is mispriced Paid by Sofia Marchetti
Commented on GOOGL: the search moat argument has changed Paid by Priya Nair
Agreed — and the same thing showed up last cycle.
Liked Deposit costs have peaked by Tomas Rivera
Liked VRTX: adoption curve is steepening Paid by Hana Sato
Liked MSFT — trimming into strength Paid by Priya Nair