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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 ?
-- GLD - catalyst:gold bond, basel3 - ...
+- GLD - catalyst:gold bond, basel3 -
+
+
+
+# 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
# PAssing remarks