The Hunt For Red In October | EN590 Commodities
EN590 Commodities GroupMarket Analysis 2026-10-19T15:41:36-04:00
The fear surrounding the AI trade has come to the forefront in the last few weeks. While the indices have held relatively strong, the semiconductors finally cracked and removed an important piece of support for the equity indices. We go over our thoughts Analystâs Disclosure:I/we have a beneficial short position in the shares of QQQ either through stock ownership, options, or other derivatives.I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.We have a long position in BDCs and REITs and will be adding to them. Seeking Alpha's Disclosure:Past performance is no guarantee of future results. No recommendation or advice
About EN590 Commodities Group
25+ years in mineral exploration and extraction. 15+ years of global commodity trading. Based in New York, USA serving 75+ countries.