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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (96274)	10/27/2025 10:42:32 AM
From: Sun Tzu	2 Recommendations Recommended By ajtj99 catou1 Read Replies (1) \| Respond to of 96544

Sometimes I get it right, although today is not has positive as I had hoped for. 3 stocks are disproportionately dragging me down. I think the market is wrong about one them, so I doubled down...which is a dumb thing to do, but I did it anyway. We shall see.

To: Sun Tzu who wrote (96274)	10/27/2025 10:59:24 AM
From: Sun Tzu	1 Recommendation Recommended By ajtj99 Read Replies (1) \| Respond to of 96544

MP is at the support and it is the bellwether for all rare earth stocks. Andy had a poll, "If Bessent is a genius and it works with China, what will you buy?" Then he listed the usual suspects (SPX, TLT, one or both...). I said I would short rare earth stocks. It wasn't on the menu, but he liked the idea. Just to have some perspective, MP is now $64, down from $100. But this doesn't mean it can't drop another 40%. PS It used to be one of my largest holdings. But I was lucky and sold one day after it peaked.