STT thread weekend edition 4th -5th November 2023, page-13

Yanks really hit the red cordial hard, so much for the yield shadow hanging over the bourse.

Still think could be short term therefore strategy still reflects that, few of my LT holds suffering from plateauing revenues which very much a no no for growth stocks so exited DUG and reduced TLX, exited C79 as post that barrick announcement the multiples a tad optimistic.

Back into PBP and daughter reacquainted with AVH < 300. Long U & Cu still not convinced about Li just yet although did notice LIT ETF successive strong green with PLS most shorted stock on ASX, if that LIT trend can define itself could be fun and games, noticed 2 other heavily shorted stocks CXO & SYA reversed hard as shorters started to blink.

Missed A4N (again) and still watching CLG, not an investment grade stock as IP (moat, comparative advantage) weak but there's gotta be a trade in it.

Hear Elon Musk reckons regenerative AI could 'learn' anti human characteristics and we must shore up the perimeter against the potential upcoming attack. Does that mean AI will start to value grace, compassion, empathy & ecological balance and discount the intelligence of the human condition represented by fear & greed? Better shut that BS down quickly

The murray convoy not going well, the BH developing severe case of RV envy, the other 2 couples are veteran lappers with top level units, going to cost, Hound & I lobbying to break from the convoy and head for the off gridder before too late.