Beating The Tide: Stock Picks That Outperform

Beating The Tide: Stock Picks That Outperform

Rebalancing some positions

George Atuan, CFA's avatar
George Atuan, CFA
Jan 30, 2026
∙ Paid

Hello fellow Sharks,

Trump has chosen Kevin Warsh to succeed Jerome Powell as the next Fed chair. The market did not receive it well, it has gone down and especially gold.

So I am taking the opportunity to increase some of my holdings, namely:

MU to 5%

NGD to 5.5%

AXIA to 5%

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