Profit Hunting

(Updated: 29th June 2023) Quick notes on Rare Earth Elements (REEs) which are are used to make magnets used in hybrids, EVs and windmills. I...

 Few changes: Covered XRT as it rose 8% in a week on higher volume. Replacing it with XLI Like a broken record, I expect a recession and a f...

Fed liquidity has driven the markets since 2020.  This thread explains the Fed's Balance Sheet , TGA and RRP well.  The current 8-mo...

 Small changes: Covered South Koreas shorts last week as it became bullish Added more Gold last month.  Added TLT. Still expect a recession ...

 An overview of the semiconductor industry.  Aims to understand: What are the moats in the industry?   When you are looking at a company, wh...

Not much changed.  My shorts are still slightly in the red while waiting for the big bear market.  Dunno weather it'll be a crash like M...

Long term I think we're in a decade of inflation.  After a 6-12 month downturn, commodities should continue their bull market.  I'm ...