Trump Media (DJT) on The Desk

Every Tuesday Target write-up on Trump Media (DJT), newest first: 2 so far. Each page carries the thesis, why it mattered and what to watch, and where the trade has closed, what came of it from the Track Record.

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  Trump Media (DJT): A Late Crowd Meets the Liquidity Wave

  13 November 2024 · Tuesday Target 46/52

  Why bitcoin's surge, a hesitant retail comeback and volatility priced for calm make Trump Media (DJT) the place to read the mood of the Trump trade.
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  Trump Media (DJT): The Story Versus the Share Count

  30 October 2024 · Tuesday Target 44/52

  Trump Media (DJT) as a mania versus dilution setup, with election hedging, Beijing's stimulus and Treasury repo strains as the backdrop.

  What came of it: Two weeks later, issue 46/52 of 2024 reported this trade at +58% and still running.