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@@ -11,16 +11,18 @@ Hard stop loss is a must have - never again down 11% in a day in a position
map all past macro event in GLD and SPY charts
-eps first thing to watch
+eps first thing to watch
-Want to be aware of Valuation but not an investor ! Need broader context valuation is not enough, not main descision maker
+Want to be aware of Valuation but not an investor ! Need broader context valuation is not enough, not main descision maker
Trading is much more than looking at futures and vibing it out...
repair and replace no vibing !
-scenario analisys
+scenario analisys
# Dynamics and logic
ISM price paid leads inflation
+Automation reduce the price of
+
Fed rate below inflation fuels growth (how?, easieer to finance yourself?)
Fed rate above inflation put downward pressure on growth