Two weeks ago I put out 18 names on Substack.

8 longs. 8 shorts. A precious metals overlay on top.

I said gold had bottomed. I said the miners were a steal. I also said move over index funds, we're in the golden age of stock picking.

Here's the scorecard through yesterday's close:

The longs averaged +13.17% in 14 days. Every single name positive. Top pick up 34.5%. Second best up 21.8%. Multiple names up double digits.

And the shorts I was loudest on are already cracking. The biggest one down 11% in two weeks.

I know how this sounds. Braggy. Another guy on the internet taking a victory lap.

But we are on an absolutely INSANE RUN and I'd be doing subscribers a disservice if I didn't say it out loud.

Valaris at $54 in December. Taken out at $84 two months later.

Gold at $3,300 in May last year, $4,700 today.

Semiconductors called at the peak.

Private credit warnings vindicated as Blue Owl gated and BlackRock wrote it down.

Called the top of the AI trade in December.

None of it was luck. It's 45 years of watching cycles end the same way.

If you want to join this journey, and it's not stopping anytime soon, understand one thing: I want you to MAKE MONEY. Not just get "educated."

Real research. Real expertise. Real ideas you can act on.

Join more than 10,000 people successfully navigating the markets below: georgenoble.substack.co…