From b77c7829a20cb5443147d4e8ce61e99803b7461e Mon Sep 17 00:00:00 2001
From: nic <ra@afu.re>
Date: Thu, 18 Dec 2025 20:32:11 -0500
Subject: Auto from nzxt - Thu 18 Dec 2025 08:32:10 PM EST

---
 Trading.md | 12 ++++++------
 1 file changed, 6 insertions(+), 6 deletions(-)

diff --git a/Trading.md b/Trading.md
index 150a470..01fbc7f 100644
--- a/Trading.md
+++ b/Trading.md
@@ -43,9 +43,9 @@ WBD Buy dec 25 cal @ 0.75$
 - Long DUOL - valuation reset eps 25x pivot
 - short BAH (consulants)
 - long cflt alab
+space $RDW $SATL $FLY $VOYG
 
-
-# Market Themes & Narratives
+# World View
 
 Did the bull end the second week of October
 
@@ -74,14 +74,14 @@ GOLD 1934 playbook? - Bessent "monetising the balance sheet assets"
 MSTR BTC risk
 Oil Shock risk
 
-
-# Notes & Observations on Economic landscape 
+# Sector & Stock views
+# Notes & Observations on Economic landscape
 
 - Ai "god" momentum & service sector apocalypse
 
-- no hiring no firing mrkt - Unemployement from AI risk 
+- no hiring no firing mrkt - Unemployement from AI risk
 
-- K shaped everything - chart mag7 vs 493 others 
+- K shaped everything - chart mag7 vs 493 others
 
 - Will fed pivot trigger another run up in inflation a la 1974-1982 - compare 74-76 to 22-24... {{local:img/CPI-74-82vstoday.jpg}}
 - Inflation still historically high - Trump admin is inflationary
-- 
cgit v1.2.3