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yieldjunkie commented Apr 13, 2022Massive arb opportunity for China and India with all these trading groups backing up..
World's Top Oil Merchant Vitol Winds Down Trading Russian Crude
- yieldjunkie replied Apr 13, 2022
Great question. Aside from seeing it presumably show up in major figures like contracting GDP, where it would show up the slowest and extremely confounded with other factors, there is likely useful supply/inventory/delivery/productivity data where ...
Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env
- yieldjunkie replied Apr 12, 2022
This article does a much more eloquent job of explaining: url
Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env
- yieldjunkie commented Apr 7, 2022
Record high consumer credit fueling purchases of inflated goods in a rising rate environment... I smell demand destruction!
Shocking US Consumer Credit Numbers: Savings Long Gone As Credit Card Debt Soars
- yieldjunkie replied Mar 30, 2022
There have been major developments since my last post in August. The Russia/Ukraine events strongly reinforced my belief that supply-chain logistics have permanently changed and will have a lasting impact on the volume of goods pumping through the ...
Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env
- yieldjunkie commented Mar 22, 2022
It matters quite a bit. Marginal supply changes are the name of the game here - losing 10% of global supply, no matter where it comes from, directly influences price. We have already very clearly seen the market react. The price of oil is related to ...
The Russian Oil Supply Shock of 2022
- yieldjunkie commented Mar 11, 2022
This news does a much more complete job of explaining food exports than I would do paraphrasing.
The importance of Ukraine and Russia for global agricultural markets and the risks associated...
- yieldjunkie commented Mar 11, 2022
Holy shit. I don't think media is properly emphasizing how significant Ukraine/RU food exports are to the rest of the world.
The importance of Ukraine and Russia for global agricultural markets and the risks associated...
- yieldjunkie replied Mar 8, 2022
Nice trade! I think you're right about risk being priced in. Today's strong open seems to support this. I jumped the gun a few bucks higher than planned. Due for an update: 03/02/22 Long @ $26.28
Carbon Trading (carbon permits/credits/crypto_tokens!)
- yieldjunkie replied Mar 8, 2022
Totally agree. The damage has already been done - this morning's wave of coordinated announcements to shift away from RU energy dependence paint a clear picture. url url url url I tossed this notion as the Russia situation developed over ...
Uranium
- yieldjunkie replied Feb 27, 2022
url Nuclear seems to be a path of least resistance as it relates to energy independence for the EU.
Uranium
- yieldjunkie replied Feb 17, 2022
Great call here!! Seems to check out, though, it took me forever to make sense of their fee/reward/staking structure. Defi makes my head spin. Here are the details for anybody interested: url Have you tried this out? Sounds like a good bit of ...
How to short NFTs
- yieldjunkie replied Feb 17, 2022
I've been thinking about this same thing for a while, too. I don't think we're the only ones: url Like mailman mentioned, fees probably bleed this business. But... maybe it's more of a barrier to entry. If you've been selling enough NFTs, you ...
How to short NFTs
- yieldjunkie commented Feb 15, 2022
I was going to comment that wearing a flashy $100k Hublot must not be enough reason to get mugged, so they had to add a crypto wallet to push the stakes higher. Then I realized that the watch and ledger aren't even integrated
Hublot partners with Ledger to merge high-end crypto technology and the ancient currency...
- yieldjunkie replied Feb 10, 2022
Bragging now because this might be as good as it gets
Woke up 5 min late to this morning's CPI print, caught a few falling knives in equities, then a few short trades, and ended up making it out alright. image CME Trading Challenge - FX, Equities, Energy, Crypto, Metals