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Insights & Entropy

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2024 DEC trading plan

From Commodity Trades to MAG7 Stocks

20240904 trading plan

GBP/NOK, USD/CHF, NAT GAS, live cattle

While market tough, performance curve will be manageable.

The performance curve is beginning to drawback slowly; however, everything remains under control.

Trading 2024-05-14

Silver, platinum, palladium, Corn and coffee

Reflections on Truth and Its Implications for Trading Logic

This piece primarily discusses the following three questions: Does truth exist? If so, what is it? How can one determine if their speculative logic is viable? How should one address gaps in their trading logic? The Nature of Truth Truth, the eternal and unchanging principle, can be divided into absolute truth and relative truth. Absolute truth is universally applicable without any limitations,…

Trading piece 2024-04-26

aud/usd,gbp/usd,usd/chn, corn, baba

A rotation to happen from oil into natural gas?

Holding trades picked:

Excerpts 20240415

Soros is also the best loss taker I’ve ever seen.

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