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The Assembly
@InTheAssembly
Macro analysis, market structure, and the trades nobody else is showing you. Not financial advice.
参加 September 2012
4 フォロー中    511K ファン
🚨 Trump filed 1,051 trades in June 2026. Up to $263 million. The ones people already know about: 1-5M each into Berkshire, Visa, Mastercard and Cintas on June 18, the rebound day. 1-5M into Home Depot and FIS on June 22. But the filing has a lot more in it, and most of it landed on June 24: ➡️ CRM 100-250K ➡️ ACN 100-250K ➡️ SYK 100-250K ➡️ PLTR 100-250K, again ➡️ DELL 50-100K ➡️ KKR 50-100K ➡️ MDT 50-100K ➡️ CAG 50-100K ➡️ LCID 15-50K ➡️ TTD 15-50K Plus smaller buys in JPMorgan, Kroger, Kimberly-Clark and TransDigm. Earlier in the month there were Coinbase flips and a defense buy in RTX. The rest is hundreds of 15-50K tickets spread across random names and ETFs. Whoever runs these accounts had a busy month.
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