diff options
| -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 |