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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 ?
- NKE - Long
Basel3 - 1 july 25
basel3 reclassified gold as Tier 1 asset, on par with cash and bonds
project 2025 & gold
# 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
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