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| -rw-r--r-- | Trading.md | 9 | ||||
| -rw-r--r-- | index.md | 2 |
2 files changed, 1 insertions, 10 deletions
@@ -1,16 +1,9 @@ # 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 @@ -1,7 +1,5 @@ **Writing converts your ideas from vague to bad. But that's a step forward, because once you can see the brokenness, you can fix it.** -wanting to sink beause nothing is required of you, when you rise everything is required - --- * [arcanum](arcanum/index.md) |