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@@ -14,14 +14,9 @@ - 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 |