$KMI 20261023 31.0 PUT$ with higher rates, midstream is becoming less attractive on a relative basis. Still selling puts, but closing higher strike positions and recycling to lower strikes.
Pick A. Gold is the ultimate inflation hedge, and the conditions underpinning its rise in value are only becoming more pronounced. I am long physical gold and silver, and very long ASX-listed gold miners. PRU.ASX RMS.ASX GMD.ASX
$Vault Minerals Ltd(VAU.AU)$ Took some profits off a big position. Not sure what short term catalysts will drive the next price action in gold so happy to reduce risk for now.