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| author | nic <ra@afu.re> | 2025-03-30 20:04:24 -0400 |
|---|---|---|
| committer | nic <ra@afu.re> | 2025-03-30 20:04:24 -0400 |
| commit | df1806a7d45eb17d44f5d570f8f5c0052004e56a (patch) | |
| tree | bc58388fb6148ef794b6891d26d8913ef4cfa702 | |
| parent | aca4941733dc49841cf8def961ea4fbe2a3c19b5 (diff) | |
Auto from nzxt - Sun 30 Mar 2025 08:04:24 PM EDT
| -rw-r--r-- | Trading.md | 11 |
1 files changed, 10 insertions, 1 deletions
@@ -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 |