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yieldjunkie commented Oct 10, 2022
she is desperate to defend her bag! The fed giveth and the fed taketh away! Her conveniently suggested policy is a real knee-slapper.
ARK’s Cathie Wood issues open letter to the Fed, saying it is risking an economic ‘bust’
- yieldjunkie replied Oct 6, 2022
There isn't much to say about the macro outlook that hasn't already been said. There is currently no reason for the US Fed to slow tightening, and the amount of global tightening is the most dramatic and ubiquitous move we have seen in modern ...
Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env
- yieldjunkie replied Oct 5, 2022
Good luck! An enrollment link was sent to the email I used in prior challenges - this is probably the easiest way to sign-up. Did you end up making it in? Unfortunately I got caught-up with work and missed the start date
. This ...CME Trading Challenge - FX, Equities, Energy, Crypto, Metals
- yieldjunkie replied Sep 16, 2022
Rather than writing a long update on my views of the current state of macro, I'll post this video. url
Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env
- yieldjunkie replied Sep 15, 2022
It's back! This time the challenge is limited to Micro Bitcoin and Micro Ether futures - Trep's time to shine url
CME Trading Challenge - FX, Equities, Energy, Crypto, Metals
- yieldjunkie replied Sep 13, 2022
Bonkers price action lately in GRN! image
Carbon Trading (carbon permits/credits/crypto_tokens!)
- yieldjunkie commented Sep 13, 2022
Last time the WSJ fEd wHIsPeREr spoke, he was spot-on and my rate prediction was rendered shit. My only question is why does Timraos rock a bowl-cut.Fed Mouthpiece Speaks: "At least 75bps Next Week" Sends Odds Of 100bps Rate Hike to...
- yieldjunkie commented Sep 13, 2022
Sheeesh.. interesting timing for the US make moves like this. A deteriorating property market and weakening debtors of the belt/road initiative spell trouble for China. Seems more escalatory than a deterrent.
U.S. in early discussions on sanctions against China to deter it from invading Taiwan -sources
- yieldjunkie replied Sep 13, 2022
Great coverage of CPI! Your preview was spot-on. Environment feels reminiscent of early June, leading into the first 75bps hike this cycle. It seemed that UMich sentiment had a larger than typical impact into that hike, with WSJ referencing it in ...
High Impact Events Trading... Bitcoin
- yieldjunkie commented Jun 30, 2022
Razzlekhan is the real crypto queen
FBI Offers $100,000 Reward for Capture of Ten Most Wanted Fugitive ‘Cryptoqueen’
- yieldjunkie commented Jun 27, 2022
Hah! These guys are jackasses.
Celsius seeks show of client support as lawyers push for Chapter 11 bankruptcy
- yieldjunkie replied Jun 16, 2022
Time felt right to reduce. I’m out of 90% of the position @ 32.85 for a few bps over 50% gain.
Carbon Trading (carbon permits/credits/crypto_tokens!)
- yieldjunkie replied Jun 15, 2022
Wrong!
I was wrong to lean against what the market was aggressively pricing in. Powell mentioned in the presser that last week's Umich survey data paired with CPI (presumably m/m) were factored into the decision. The new rate outlook bodes well ...Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env
- yieldjunkie replied Jun 14, 2022
I still don't expect more than +50bps at this week's meeting, but after thinking on this.. it could be the case that the fed is seeing significantly more job losses in the coming weeks than what the market expects, which would limit their timeframe ...
Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env
- yieldjunkie replied Jun 13, 2022
Seeing several pieces fall into place over the past week: Consumer Credit: still growing at near-ATH amounts, total revolving credit outstanding at ATHs US CPI: higher than expected and, finally.. Consumer Sentiment: record low Ultimately the Fed is ...
Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env
- yieldjunkie commented Jun 13, 2022
Wild that these guys have been around for the better part of 5 years yet BTC at 26k was an "extreme market condition" for which they were unable to handle a reversal of flows to their products.
A Memo to the Celsius Community