From Commodity Trades to MAG7 Stocks
Summary:
coffee、cocoa、corn and feeder cattle potential long trade
brent oil short trade
Mag7 long trade, perhaps the last bullish phase in the medium term?
Commodity:
Coffee：
Decade-long upper limit is confirmed broken?
cocoa:
corn:
Feeder cattle:
Brent oil:
Stocks:
MAG7
Earning may not be going up as fast in 2025 as 2024, but see below for mag7's P/E:
MAG7's P/E ratio may rise to a target of around 50, while now it is 41.
My holding long positions of companies:
TSLA
MARA
AMZN
DDOG
AUR（Aurora Innovation）
BTBT
BLBD(Blue Bird Corpotarion)
ZS(Zscaler)
FM(First Quantum Minerals)
GENI(Genius Sports Limited)
GME
YUM
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