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| -rw-r--r-- | Trading.md | 3 |
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@@ -15,6 +15,8 @@ - Short PE (CVNA, BX, APO) party over why? Credit where danger currently is, why? - LONG UURAF (biggest weight citrini...) - INTC - most obvious market long +- Long ZM +- CENX # Market Themes (dynamics) (eventually separate into current and future?) @@ -52,6 +54,7 @@ FIAT CURRENCY DEBASEMENT END GOAL Long end of every gov is starting to collapse as inflation or idea of inflation gets into the system if energy does not work in the next few weeks, will not work until q2 2026 ... ? +end 26 HAS 100-115$ PT sleepy sol - RDDT 2027 250 calls on the next touch of 141. |