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Please register for: The Best Investment Themes Post Election 

on Nov 21, 2024 11:00 AM PST at:

https://attendee.gotowebinar.com/register/8455197581530760535

Matthew Tuttle will discuss:

Three below the radar investment themes that have nothing to do with AI.

How to design trades for asymmetric returns.

How to profit from the Fed’s stupidity.

Why bonds are a stupid investment and what to do instead.

If you would like CFP™ education credit (½ hour),  please email pneville@tuttlecap.com your CFP™ID number.

If you can't make the live webinar, register and we will send are cap.

For investment pros only.

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First down day in a while as traders are taking some profits. Today we have CPI, my sense intermediate to longer term is that inflation comes back, whether we will see it in today's numbers remains to be seen.

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I do think any selloff is a buying opportunity as I am hearing that Wall Street came into the election way under levered and now firms are scrambling to add exposure into year end. For the moment my favorite areas are still shorting extended, lesser know stocks. Yesterday I added puts on ZETA which looks to be up a bunch pre market...

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I would also like to add gold miners, silver miners, and silver.

Themes

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European Aerospace & Defense

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Ukraine in 'final stages' to set up three new JVs with European armsmakers-Reuters

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UK defence group BAE confident on 2024 forecasts and future growth-Reuters

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AI Power

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US Unveils Plan to Triple Nuclear Power by 2050 as Demand Soars-Bloomberg

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President Joe Biden’s administration is setting out plans for the US to triple nuclear power capacity by 2050, with demand climbing for the technology as a round-the-clock source of carbon-free power.

Under a road map being unveiled Tuesday, the US would deploy an additional 200 gigawatts of nuclear energy capacity by mid-century through the construction of new reactors, plant restarts and upgrades to existing facilities. In the short term, the White House aims to have 35 gigawatts of new capacity operating in just over a decade.