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| -rw-r--r-- | Trading.md | 6 |
1 files changed, 3 insertions, 3 deletions
@@ -1,8 +1,8 @@ # 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 |