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authormac <ra@afu.re>2025-10-07 14:01:10 -0400
committermac <ra@afu.re>2025-10-07 14:01:10 -0400
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Auto from mac asahi - Tue 07 Oct 2025 02:01:10 PM EDT
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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
-- ASTS - Long Beta momentum ?
-- AMT - LONG BOND PROXY PLAY
-- short KLC (bearcave)
- HE - hwaian electric (turnaround) ?
-- CEG & deal with kipper? californian companies (catalyst)
-- LMND short - sleepy "shitty company" if risk materialise will go to shit
- inflation trade BTU & BG
- HYPD
- MO/PM ???
@@ -37,7 +30,7 @@ if energy does not work in the next few weeks, will not work until q2 2026 ... ?
sleepy sol - RDDT 2027 250 calls on the next touch of 141.
-It’s only 1997 ??
+It’s only 1997 or oct 1999 ?
2026
MSTR BTC risk