Sep

25

Thought through some E. Warren trades. Wrote it up here. I think there is market downside due to unpriced tax hikes and buyback cancellations but upside for a select number of stocks including CGC, T, and alt energy plays.

Charles Pennington comments: 

That is a nice article, Alexander. "+1". I probably won't partake in the bearish trades or the 420 trades, but there is a lot to think about there.

Alexander Good replies: 

Thanks, Charles.

Glad you enjoyed.

I think it'll take a couple days for the narrative to shift firmly into "Warren on / Warren off" vs "Impeach/not impeach" but odds markets seemingly responding now, Biden dropping to 14% with Warren rising to 35%.


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