From 24c8743f5e6a30d91ee84e54589b818275521128 Mon Sep 17 00:00:00 2001
From: mac <ra@afu.re>
Date: Thu, 18 Dec 2025 10:43:53 -0500
Subject: Auto from nzxt - Thu 18 Dec 2025 10:43:53 AM EST

---
 Trading.md | 10 +++++++++-
 1 file changed, 9 insertions(+), 1 deletion(-)

(limited to 'Trading.md')

diff --git a/Trading.md b/Trading.md
index cf14c72..1cf4b93 100644
--- a/Trading.md
+++ b/Trading.md
@@ -40,6 +40,9 @@ WBD Buy dec 25 cal @ 0.75$
 - XOM 145 PT
 - SU
 - [[wiki4:HON|HON]]
+- Long DUOL - valuation reset eps 25x pivot
+- short BAH (consulants)
+- long cflt alab
 
 
 # Market Themes & Narratives
@@ -50,7 +53,6 @@ another leg for silver to 80 / 100 ?
 Papermarket & physicals shenanigans
 
 
-
 midterms - Q1 usually is OK, with the weakness coming in Q2 and Q3 - see chart {{local:img/midterms.png|midterms seasonality}}
 the subsequent quarters after Midterms are the strongest
 
@@ -75,6 +77,12 @@ Oil Shock risk
 
 # Notes & Observations on markets dynamics
 
+- Ai "god" momentum & service sector apocalypse
+
+- no hiring no firing mrkt
+
+- K shaped everything
+
 - 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
 
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