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authornic <ra@afu.re>2025-10-21 23:51:16 -0400
committernic <ra@afu.re>2025-10-21 23:51:16 -0400
commit2793f77eb258cf301835af8809f388e03a84d268 (patch)
tree5775a463c2ce772d7171c3efc558859b178c5c96
parentb6fc8af5bd5304af77ca727ca1d4fd823375c84b (diff)
Auto from nzxt - Tue 21 Oct 2025 11:51:16 PM EDT
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- 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