Manufacturing, Bessent & the Orange Man
Excerpted from the October 12th edition of Notes From the Rabbit Hole, NFTRH 884:
[edit] A reader commented at the Substack version of this article (please subscribe, it’s free) suggesting that I not redact the names of the stocks in question (below) so that readers can measure the value of my “recommendations” before subscribing.
My response: I understand, and agree to a point. That point is one I don’t cross, however. If [NFTRH Premium] subscribers are trying to buy/add to positions, having me blabbing about them is counter-productive. I do not promote at all costs. That’s the next newsletter down the street. As a side note, most of this stuff has already gone up so far that I would not reco buying up here. All I am doing is in some cases adding on pullbacks.
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