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authornic <ra@afu.re>2025-11-01 22:37:07 -0400
committernic <ra@afu.re>2025-11-01 22:37:07 -0400
commit9c1c7a0626b8afd057088f1506c7a6abe73ebcb9 (patch)
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parent8340dd2e2ccd5750c60d2ab4c23203b26ace90d3 (diff)
Auto from nzxt - Sat 01 Nov 2025 10:37:07 PM EDT
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# Trades Watchlist
- [[wiki4:TRAK|TRAK]] - Catalyst: FSMA enforcement on January 20, 2026.
-- LIN - Long when turnaround in ISM PMI
-- AMT - Proxy for trading rates (yields)
+- [[wiki4:LIN|LIN]] - Long when turnaround in ISM PMI
+- [[wiki4:AMT|AMT]] - Proxy for trading rates (yields)
- BG - Long Inflation trade - BUY DIP
- BTU - DEFINE & BUY DIP
- HE - hwaian electric (turnaround) ?
@@ -12,6 +12,7 @@
- Short BYND - OPTION TRADE SINCE HARD TO FIND SHARES
- Short NSRGY
- BUY PORSHE
+- LONG POAHY -Euro rearmement bet
- Short PE (CVNA, BX, APO) party over why? Credit where danger currently is, why?
- LONG UURAF (biggest weight citrini...)
- INTC - most obvious market long
@@ -21,7 +22,6 @@
# Market Themes (dynamics) (eventually separate into current and future?)
-- LONG POAHY -Euro rearmement bet
If Germany truly intends to build the "strongest conventional army in Europe" with €650B over 5 years, there is no path to achieve this without Volkswagen Group's manufacturing capacity