From 9ce1627392aea5360680076f2cb7a917f145f51b Mon Sep 17 00:00:00 2001 From: nic Date: Sat, 7 Jun 2025 19:07:19 -0400 Subject: Auto from macOS - Sat 7 Jun 19:07:19 2025 --- Finance/Fundamentals/Axioms.md | 2 ++ Trading.md | 2 ++ 2 files changed, 4 insertions(+) diff --git a/Finance/Fundamentals/Axioms.md b/Finance/Fundamentals/Axioms.md index 6acb3a7..96650eb 100644 --- a/Finance/Fundamentals/Axioms.md +++ b/Finance/Fundamentals/Axioms.md @@ -64,3 +64,5 @@ Debtor they miss a payment they start acting like they are owning you a favor if The Market Monkey has a one-week horizon and will buy everything related to the Ponzi du Jour, before moving on to the next Ponzi long china is the hedge to long US momentum + +“The Market Monkey has a one-week horizon and will buy everything related to the Ponzi du Jour, before moving on to the next Ponzi” - Le Shrub’s Theory of Rolling Ponzis diff --git a/Trading.md b/Trading.md index 998c125..e0d1ca3 100644 --- a/Trading.md +++ b/Trading.md @@ -14,6 +14,8 @@ - ARM (long via Mar26 $120 calls) - AMT - LONG BOND PROXY PLAY - Jan26 $31/$42 SLV +- short KLC (bearcave) + If the Nixon shock ushered in the end of Bretton Woods 1.0, yesterday — probably to be named in history “Trump shock” — ushered in the end of Bretton Woods 2.0. -- cgit v1.2.3