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# Trades Watchlist
- TRAK - Long Beta Momentum into catalyst: Food safety modernisation act enforcement on January 20, 2026.
- LIN - Long Beta Momentum, high beta vs S&P ?
- WBA - Long Turnaround
- AMT - Long as proxy for short rates
- BG - Long Inflation trade
- NVDA - Short turnaround - Has gone nowhere since June 2024! Get over it. Move on. You can make money from other stocks too PT:70-85$ by June
- ASTS - Long Beta momentum ?
- OUNZ - catalyst:gold bond, basel3 - PT 3190 gold for 09/25 OUNZ PT 31
# for gold thesis ? but how does it work ?
“Within the next 12 months we are going to monetize asset side of the US balance sheet for the American people. We are going to put the assets to work. “
-Scott Bessent
To pay off $36 trillion of debt gold will have to be repriced to be over $10,000 per ounce ...
Basel3 - 1 july 25
basel3 reclassified gold as Tier 1 asset, on par with cash and bonds
project 2025 & gold
# PAssing remarks
# Sticky thematics
# thesis
# indicators
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