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| -rw-r--r-- | Trading.md | 14 |
1 files changed, 7 insertions, 7 deletions
@@ -1,14 +1,14 @@ # Trades Watchlist -- LIN - Long Beta Momentum, high beta vs S&P ? -- AMT - Long as proxy for short rates -- BG - Long Inflation trade +- LIN - Long when turnaround in ISM PMI +- AMT - Proxy for trading rates (yields) +- BG - Long Inflation trade - BUY DIP +- BTU - DEFINE & BUY DIP - HE - hwaian electric (turnaround) ? -- inflation trade BTU & BG -- HYPD - need more conviction -- MO/PM ??? +- HYPD - need conviction +- MO/PM - BUY DIP - Short UPS / FDX -- Short BYND +- Short BYND - OPTION TRADE SINCE HARD TO FIND SHARES - Short NSRGY - BUY PORSHE - Short PE (CVNA, BX, APO) party over why? Credit where danger currently is, why? |