https://www.bullsignal.net/en/tags/cf/ Recent content in CF on X Bull Signals | Global Insight Hugo -- 0.154.5 en Sun, 15 Mar 2026 23:41:34 +0000 https://www.bullsignal.net/en/posts/20260315_234134/ Sun, 15 Mar 2026 23:41:34 +0000 https://www.bullsignal.net/en/posts/20260315_234134/ <ul> <li>应对从 Capex 周期到生产力爆炸的范式转移，投资组合应遵循三原则：<strong>能量/信息/制造</strong>中持有 1/2 核心要素；<strong>生产/传输/存储</strong>环节中优先配置 2/3 波动性较低的部位；智能廉价化背景下，应配置<strong>需求弹性高、供给弹性弱</strong>的稀缺资产 <a href="https://x.com/ChinaMacroFacts/status/2033047787684639141">引用[10]</a>。</li> <li>投资决策虽依托于宏观周期与趋势判断，但最终决定持仓周期长短的核心驱动力是<strong>投资哲学</strong> [引用[20]](https://x.</li> </ul> https://www.bullsignal.net/en/posts/20260309_115504/ Mon, 09 Mar 2026 11:55:04 +0000 https://www.bullsignal.net/en/posts/20260309_115504/ <ul> <li><strong>$CF</strong> (fertilizer) can be seen as a way to <strong>long natural gas</strong> <a href="https://x.com/AntonLaVay/status/2030802646433677629">1</a>.</li> <li>Closing <strong>$CL</strong> long on Monday was correct. Buying intraday dips and using <strong>USO</strong> weekly calls for hedging proved effective.</li> </ul> https://www.bullsignal.net/en/posts/20260306_061031/ Fri, 06 Mar 2026 06:10:31 +0000 https://www.bullsignal.net/en/posts/20260306_061031/ <ul> <li><strong>$AMZN</strong> ER gap strategy: &ldquo;first tests of gap&rdquo; plays out <a href="https://x.com/SunriseTrader/status/2029627184235872563">1</a>.</li> <li>Anticipating another <strong>$VIX</strong> &ldquo;Crush Fridays&rdquo; <a href="https://x.com/Mr_Derivatives/status/2029627217974808850">2</a>.</li> <li><strong>VIX</strong> at **25.</li> </ul> https://www.bullsignal.net/en/posts/20260304_014432/ Wed, 04 Mar 2026 01:44:32 +0000 https://www.bullsignal.net/en/posts/20260304_014432/ <ul> <li><strong>$QQQ</strong> charts signal a &ldquo;deja vu roadmap,&rdquo; implying historical patterns might repeat <a href="https://x.com/Mr_Derivatives/status/2028854768270180586">1</a>.</li> <li>US equity markets are awash in red, with only <strong>BestBuy ($BBY)</strong> and <strong>Target ($TGT)</strong> showing green [3](https://x.</li> </ul>