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authornic <ra@afu.re>2025-03-24 13:49:28 -0400
committernic <ra@afu.re>2025-03-24 13:49:28 -0400
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Auto from nzxt - Mon 24 Mar 2025 01:49:28 PM EDT
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- 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 ?
-- OUNZ - catalyst:gold bond, basel3 - PT 3190 gold for 09/25 OUNZ PT 31
-# for gold thesis ? but how does it work ?
-
-“Within the next 12 months we are going to monetize asset side of the US balance sheet for the American people. We are going to put the assets to work. “
--Scott Bessent
-To pay off $36 trillion of debt gold will have to be repriced to be over $10,000 per ounce ...
Basel3 - 1 july 25
basel3 reclassified gold as Tier 1 asset, on par with cash and bonds
project 2025 & gold
-# PAssing remarks
-
-# Sticky thematics
-
-# thesis
-
-# indicators