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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts

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From: ItsAllCyclical12/9/2021 4:13:25 PM
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ajtj99
Lou Weed
The Ox

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Added more pot stocks today - individual names. Not fully loaded but I probably will be in the next 1-2 weeks. We are at levels prior to elections of last year and Dem control of senate. Something will get passed next year (or at least very likely).

Hoping we get one last bout of tax selling in the sector before EOY.

Added some hedges via TWM today in case tomorrow comes in hot or we get just a normal pullback given ST run.

Added incrementally to uranium.

Added more LPG as nat gas in Europe is staying strong.
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