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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 01
YEAR US TREASURIES
— SHORT Bob Elliott
Substack author, Nonconsensus 		The author reports "losses short financial assets (mania) and long 2yrs (stronger than expected growth)" in their portfolio. Additionally, the RBA is expected to hike rates, signaling the Nonconsensus
The Week Ahead 2026.02.01