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@@ -49,36 +49,3 @@ Is crypto the equivalent of the german stock market during weimar ? probably yes
- Margin are peaking at lower levels than 2022 - disinflation gathering pace, should bottom in one yr (sept25)
- Non-farm employement diffusion index at the cusp of <50
- Full-time permanant employee index - Deterioration
-
-# trade to work on
-- BMBL Short
-- MSOS Long
-- GEO Long
-- TRAK Long
-- XLE Long
-- CVE & VET Long: if 25 XLE year get rdy to scale in in size
-- RKT Long
-- BYND short
-- XBI Long
-- QFIN Short
-- PM - target 145-150 EOY
-- LMT/PLTR
-- IGV/SMH
-- APP short if not inclided in S7P march
-- Long UWMC
-- Long BG - restarting inflation trade - inflationary pressure on agricultural products
-- Short TOL - reveneu topped 2yr ago
-- Short MRNA
-- Short BUMBL
-- @SnowKitten200 - BTU
-- VST chart look so good - catalyst with Constellation fresh aquisition - target 190 - 220 if real real good move
-- SK Hynix Inc - KRX: 000660
-- MU long - HBM3 rollout
-- Long M&A - CLBR
-- short ACN
-
-
-
-12 Jan - Constellation is the best preforming S&P 500 stock YTD, Up 36% already
-small crash in feb ?
-smaller dip in February, flat March, mostly flat April, and then we start a grind higher in May,