Equity Long-Short

Mo Aziz

Capital markets veteran with 25 years across sell-side and buy-side research, investor relations, and fund management. Currently publish independent equity research (Mofferies Investment Research, via Smartkarma) spanning semiconductor memory (DRAM/NAND/HBM), foundry, semiconductor equipment and advanced packaging, gold and cross-asset strategy, financials forensics, and APAC IPOs — with a standing watchlist of 190+ companies across 41 countries. Background includes deep aviation-sector expertise (airlines, airports, OEMs, lessors, air cargo, travel/OTAs). Approach centers on identifying cyclical inflection points and mispriced risk across sectors, translated into explicit, actionable calls.

When Gold & Silver Trades Like Bitcoin  "What to Do"

Same Product, Two Different Prices - The GOLD'en Opportunity

Event-Driven

<ul>
<li>Geopolitical risk repricing underway; risk-on assets will soar this week!</li>
<li>The elephant in the room: Is confidence in the US eroding? A subtle shift from treasuries to gold</li>
<li>Gold soared by 16% during the Greenland takeover threat in Jan 2026; if that momentum repeats, Gold will reach USD6,000/oz </li>
</ul>


Geopolitical risk repricing underway; risk-on assets will soar this week!
The elephant in the room: Is confidence in the US eroding? A subtle shift from treasuries to gold
Gold soared by 16% during the Greenland takeover threat in Jan 2026; if that momentum repeats, Gold will reach USD6,000/oz 


Gold Is Heading to USD6,000/Oz, and Silver to USD110/Oz