Author believes the economy is weakening and "top is almost in," explicitly targeting semiconductors with a bearish bet. He plans to buy SOXS (3x bear semiconductor ETF) when SOXL (the bull ETF) reaches $200, anticipating a reversal. Short semiconductors via leveraged bear ETF; expects AI/tech optimism to deflate as recession signals mount. Semiconductors may continue rallying on AI demand; SOXL at $200 triggers a stop-out if momentum persists.
Author believes the economy is weakening and "top is almost in," explicitly targeting semiconductors with a bearish bet. He plans to buy SOXS (3x bear semiconductor ETF) when SOXL (the bull ETF) reaches $200, anticipating a reversal. Short semiconductors via leveraged bear ETF; expects AI/tech optimism to deflate as recession signals mount. Semiconductors may continue rallying on AI demand; SOXL at $200 triggers a stop-out if momentum persists.
Three former partners in weak Asian economies are asking for emergency money due to rising costs and job loss. Remittance demand will rise as individuals send money to support struggling family/exes, benefiting money-transfer companies. Long WU as a hedge against global recession – increased cross‑border payments boost revenue. Digital payment competition (e.g., Wise, crypto) could erode WU’s market share; macro recovery could reverse remittance spike.
Three former partners in weak Asian economies are asking for emergency money due to rising costs and job loss. Remittance demand will rise as individuals send money to support struggling family/exes, benefiting money-transfer companies. Long WU as a hedge against global recession – increased cross‑border payments boost revenue. Digital payment competition (e.g., Wise, crypto) could erode WU’s market share; macro recovery could reverse remittance spike.