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authormac <ra@afu.re>2025-10-07 14:01:10 -0400
committermac <ra@afu.re>2025-10-07 14:01:10 -0400
commit56cfa4dc0701c5dca7f7d44496efe1524fd896ba (patch)
tree232390c461c9d64841086cd32d08e2da225266ac
parent35955b1d5b12e9a4f3352dcaedc0e556bbdf975f (diff)
Auto from mac asahi - Tue 07 Oct 2025 02:01:10 PM EDT
-rw-r--r--Trading.md9
-rw-r--r--index.md2
2 files changed, 1 insertions, 10 deletions
diff --git a/Trading.md b/Trading.md
index 038234f..0e2f610 100644
--- a/Trading.md
+++ b/Trading.md
@@ -1,16 +1,9 @@
# Trades Watchlist
-- TRAK - Long Beta Momentum into catalyst: Food safety modernisation act enforcement on January 20, 2026.
- LIN - Long Beta Momentum, high beta vs S&P ?
-- WBA - Long Turnaround
- AMT - Long as proxy for short rates
- BG - Long Inflation trade
-- ASTS - Long Beta momentum ?
-- AMT - LONG BOND PROXY PLAY
-- short KLC (bearcave)
- HE - hwaian electric (turnaround) ?
-- CEG & deal with kipper? californian companies (catalyst)
-- LMND short - sleepy "shitty company" if risk materialise will go to shit
- inflation trade BTU & BG
- HYPD
- MO/PM ???
@@ -37,7 +30,7 @@ if energy does not work in the next few weeks, will not work until q2 2026 ... ?
sleepy sol - RDDT 2027 250 calls on the next touch of 141.
-It’s only 1997 ??
+It’s only 1997 or oct 1999 ?
2026
MSTR BTC risk
diff --git a/index.md b/index.md
index c809039..e05b201 100644
--- a/index.md
+++ b/index.md
@@ -1,7 +1,5 @@
**Writing converts your ideas from vague to bad. But that's a step forward, because once you can see the brokenness, you can fix it.**
-wanting to sink beause nothing is required of you, when you rise everything is required
-
---
* [arcanum](arcanum/index.md)