diff options
| author | nic <ra@afu.re> | 2025-12-18 20:32:11 -0500 |
|---|---|---|
| committer | nic <ra@afu.re> | 2025-12-18 20:32:11 -0500 |
| commit | b77c7829a20cb5443147d4e8ce61e99803b7461e (patch) | |
| tree | 29e78af6c62fad071f2fbaea4ba673aa99933b37 | |
| parent | 2f1176f8abeeabba03851870d52227577104e861 (diff) | |
Auto from nzxt - Thu 18 Dec 2025 08:32:10 PM EST
| -rw-r--r-- | Trading.md | 12 |
1 files changed, 6 insertions, 6 deletions
@@ -43,9 +43,9 @@ WBD Buy dec 25 cal @ 0.75$ - Long DUOL - valuation reset eps 25x pivot - short BAH (consulants) - long cflt alab +space $RDW $SATL $FLY $VOYG - -# Market Themes & Narratives +# World View Did the bull end the second week of October @@ -74,14 +74,14 @@ GOLD 1934 playbook? - Bessent "monetising the balance sheet assets" MSTR BTC risk Oil Shock risk - -# Notes & Observations on Economic landscape +# Sector & Stock views +# Notes & Observations on Economic landscape - Ai "god" momentum & service sector apocalypse -- no hiring no firing mrkt - Unemployement from AI risk +- no hiring no firing mrkt - Unemployement from AI risk -- K shaped everything - chart mag7 vs 493 others +- K shaped everything - chart mag7 vs 493 others - Will fed pivot trigger another run up in inflation a la 1974-1982 - compare 74-76 to 22-24... {{local:img/CPI-74-82vstoday.jpg}} - Inflation still historically high - Trump admin is inflationary |