Must Read Founders: REGARDING SILVER

Something is Off Here

On Dan Gali, Internal Logic, and the Silver Question

We want to start by situating this discussion properly, because context matters when evaluating analyst work.

We have been reading Dan Ghali since 2021, really 2022 in earnest. Over that period, his CTA analysis has consistently stood out as some of the best in the business, in our view, even surpassing…