From 1fe06d5c1b2d9388206d8cfdec9d555d4776c310 Mon Sep 17 00:00:00 2001 From: mac Date: Tue, 21 Oct 2025 10:50:36 -0400 Subject: Auto from mac asahi - Tue 21 Oct 2025 10:50:36 AM EDT --- Trading.md | 13 ++++++++++--- 1 file changed, 10 insertions(+), 3 deletions(-) (limited to 'Trading.md') diff --git a/Trading.md b/Trading.md index bf76a3e..908d534 100644 --- a/Trading.md +++ b/Trading.md @@ -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 -- cgit v1.2.3