$CTA - Commodity Trading Advisors (CTAs) showed strong performance in 2022, with double-digit returns, suggesting potential for continued success.
$DEFTECH - There's potential in defensive technology strategies and startups, particularly those focused on American manufacturing and defense technology.
$COCOA - Cocoa performed strongly in Q1 as part of commodity trend following, suggesting potential for continued growth.
$MSTR - MicroStrategy's ability to raise capital at very low rates through convertible arbitrage funds suggests potential in the stock.
$HADRIAN - Hadrian's large manufacturing presence suggests potential for growth in the business.
$NUCLEAR - Advancements in portable nuclear reactor technology, such as Radiant's shipping container-sized reactors, suggest potential in the nuclear energy sector.
Bearish:
$LONGVOL - The current market environment has been challenging for long volatility and tail risk strategies, suggesting potential for shorting these strategies.