From 581d19e35db9d4fbb08f2d45d6da163b7264d0f2 Mon Sep 17 00:00:00 2001 From: nic Date: Wed, 2 Jul 2025 15:28:38 -0400 Subject: Auto from nzxt - Wed 02 Jul 2025 03:28:38 PM EDT --- Trading.md | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/Trading.md b/Trading.md index d5e8963..64ee16a 100644 --- a/Trading.md +++ b/Trading.md @@ -18,13 +18,14 @@ - bullish CRCL if pullback - long VZ & AT&T - PSIX as datacenter trade ? +- HE - hwaian electric (turnaround) ? If the Nixon shock ushered in the end of Bretton Woods 1.0, yesterday — probably to be named in history “Trump shock” — ushered in the end of Bretton Woods 2.0. positive catalyst for end of "correction": new debt ceiling which will provide an injection of liquidity, - +NFP next Friday (3rd July), 90-day pause deadline on reciprocal tariffs (9th July), CPI (15th July), FOMC (30th July), NFP (1st August), CPI (12th August) and the 90-day pause deadline on 145% tariffs for China (14th August. # We dont know when bottom -- cgit v1.2.3