BREAKING:

• Rates are staying unchanged at 4.5%

• The Fed is slowing Treasury runoff "Quantitative Tightening" to $5B (from $25B previously) per month

• Powell also stated that "the economy is strong"

Many are saying bad news is priced in, are we bullish?

David Tepper on CNBC 9/26/24:

"buy everything in China"

$BABA is up 40% since then

Hedge funds like Squarepoint Capital, Jane Street, and DV Trading are expanding teams of weather experts

Why? Volatile commodity markets, especially natural gas and agriculture, are highly weather-dependent

Extreme weather = massive price swings

My Latest Portfolio Update
Top 3 Additions are All China-Related Stocks 🔥

New Positions:

~100k shares in $EL
~75k shares in $PDD
~15k shares in $HCA