2024 DEC trading plan

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:

1. TSLA

2. MARA

3. AMZN

4. DDOG

5. AUR（Aurora Innovation）

6. BTBT

7. BLBD(Blue Bird Corpotarion)

8. ZS(Zscaler)

9. FM(First Quantum Minerals)

10. GENI(Genius Sports Limited)

11. GME

12. YUM