From df1806a7d45eb17d44f5d570f8f5c0052004e56a Mon Sep 17 00:00:00 2001 From: nic Date: Sun, 30 Mar 2025 20:04:24 -0400 Subject: Auto from nzxt - Sun 30 Mar 2025 08:04:24 PM EDT --- Trading.md | 11 ++++++++++- 1 file changed, 10 insertions(+), 1 deletion(-) (limited to 'Trading.md') diff --git a/Trading.md b/Trading.md index d0b51f2..f29ed9b 100644 --- a/Trading.md +++ b/Trading.md @@ -17,5 +17,14 @@ basel3 reclassified gold as Tier 1 asset, on par with cash and bonds project 2025 & gold -#citrini +# citrini We think healthcare will be ground zero for phase 2 of AI, expect significant improvement in speed and efficiency in identifing drug candidate will led to significant tailwind for the drug devellopement supply chain. + + +# sleepysol + +pointing to down trend in durable good (BEA), not good mean deflation (worst case scenario?) , as to do with restrain on immigration... + +things that do well in deflationary env - Utilities, Consumer staples, Low P/E stocks (not growth) + +buy healthcare, energy, utilities -- cgit v1.2.3