From b6fc8af5bd5304af77ca727ca1d4fd823375c84b Mon Sep 17 00:00:00 2001
From: nic <ra@afu.re>
Date: Tue, 21 Oct 2025 20:08:47 -0400
Subject: Auto from nzxt - Tue 21 Oct 2025 08:08:47 PM EDT

---
 Trading.md | 14 +++++++-------
 1 file changed, 7 insertions(+), 7 deletions(-)

(limited to 'Trading.md')

diff --git a/Trading.md b/Trading.md
index 908d534..448512b 100644
--- a/Trading.md
+++ b/Trading.md
@@ -1,14 +1,14 @@
 # Trades Watchlist
 
-- LIN  - Long Beta Momentum, high beta vs S&P ?
-- AMT  - Long as proxy for short rates
-- BG   - Long Inflation trade
+- LIN  - Long when turnaround in ISM PMI
+- AMT  - Proxy for trading rates (yields)
+- BG   - Long Inflation trade - BUY DIP
+- BTU  - DEFINE & BUY DIP
 - HE - hwaian electric (turnaround) ?
-- inflation trade BTU & BG
-- HYPD - need more conviction
-- MO/PM ???
+- HYPD - need conviction
+- MO/PM - BUY DIP
 - Short UPS / FDX
-- Short BYND
+- Short BYND - OPTION TRADE SINCE HARD TO FIND SHARES
 - Short NSRGY
 - BUY PORSHE
 - Short PE (CVNA, BX, APO) party over why? Credit where danger currently is, why?
-- 
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