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Diffstat (limited to 'Trading.md')
| -rw-r--r-- | Trading.md | 13 |
1 files changed, 10 insertions, 3 deletions
@@ -5,20 +5,27 @@ - BG - Long Inflation trade - HE - hwaian electric (turnaround) ? - inflation trade BTU & BG -- HYPD +- HYPD - need more conviction - MO/PM ??? - Short UPS / FDX -- GOLD/BTC +- Short BYND +- Short NSRGY +- BUY PORSHE +- Short PE (CVNA, BX, APO) party over why? Credit where danger currently is, why? +- LONG UURAF (biggest weight citrini...) +- INTC - most obvious market long +- BG - inflation trade back on ??? +GOLD 4150$ buy target # Market Themes (dynamics) (eventually separate into current and future?) Almost everybody a fucking retard, I know what time it is... +- GOLD 1934 playbook? - Bessent "monetising the balance sheet assets" - short turnaround ai bubble pop - prepare trades in advance - Chinese supply chain wars - Rare earth CCP export control dec 1 start -- London vs NY silver price dislocation - pentagon... THE ERA OF VITOL, GUNVOR, GLENCORE, TRAFIGURA AND MERCURIA IS COMING TO AN END ? The Russell is in the process of having a proper breakout that will be a signal people look back on retrospectively similar to 2021 - handset to headset transition |