Posts by Creator

Changes:TBF +13.0%KLAC +2.0%TER +2.0%LITE +1.0%GLD +3.9%

$PRIMOTEQ Risk remains bid, Trump remains Iran's sock puppet, Warsh is his own man and semis and AI continue to be the story. Everything else is noise. Maintaining risk and shifting some position. Taking profits on SOXX which has been a banger. Adding gold and silver as they look cheap on our models. Increasing oil exposure and dropping copper. Selling the back end of treasury curve. The path of least resistance is up.

Premium content is hidden.

Premium content is hidden.

Premium content is hidden.

Premium content is hidden.

Premium content is hidden.

Premium content is hidden.

Premium content is hidden.

Premium content is hidden.

Premium content is hidden.

Download to see all

See all trades and insights on the dub app