Brent aka Blacklion @BlacklionCTA
Christian, Macro, Family Office Derivatives, Recovering USN Aviator (A4, F14), USAF PEP F16, 2A, Energy, Fedwatch, Pure Blood, C02 isn't pollution. not advice Dallas, TX Joined January 2018-
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Reupping what I believe is the most important chart of this era. This informs everything IMO.
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Notable skew shift in Cocoawifhat.
If it's on the internet it's true.
If it's on the internet it's true.
Every measure of #natgas storage not only >5yr average, it is outside of the 5yr highs. The bottom may be in (or not), but there isn't a near/intermediate term bull case.
I think Skyler is an under-followed account. @dampedspring
I think Skyler is an under-followed account. @dampedspring
#natgas operators finally getting religion.
Not sure how industrial use for #natgas can go negative. @TheTerminal
Had to switch to monthly data and go back pre-GFC to find more extreme CME Group Yen Futures/Options buyside/speculator positioning. Note: These contracts are a fraction of Yen positioning, but still worth noting.
🇯🇵JGB's are going to have to do better than this to rescue the Yen.
Reserve Bank of Australia (RBA) Gold and FX holdings ATH.
Saturday night @MiamKitty @judahrhodie
Elon: We will purge all the bots to the full extent of the of the law! The bots:🖕
UST yield curve and 🇯🇵JGB curve compared to a month ago. The 'big' shift in 🇯🇵is the 1M positive exiting NIRP. Otherwise the story is the more than 2x shift in 🇺🇸long rates compared to🇯🇵.
FX Vol finally back to life with 💹 leading higher.
Empire Fed Mfg. Prices Paid 3 months > 12month average.
Mixed week for CPI inflation swaps.
TGA after last week's tax receipts. Treasury has been paying down TBills to slow this rise.
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Yen might be a clue ZN headed for more weakness, i.e. higher yields.
must be patient, must find a way to handle emotions
regulatory arboatrage
This chap bought a field next to the canal...dug a trench out to the canal...sailed his boat in...filled the trench up behind him....he now lives there....apparently you don't need planning permission for a boat.
@theericredbeard Also another example of why women live longer than men
Speaking from experience, you see many more dangerous situations at job sites on the weekends because OSHA inspectors don’t work weekends 🤷
OSHA dudes licking their chops after seeing this shit.
Russian crude, diesel and JetA1 is EVERYWHERE. Price caps have not stopped any of its exports and its not all going to China, They get “redomesticated” in a variety of countries with new paperwork and sold onto the markets. Europeans are big buyers of the discounted products.
Yes, you are seeing correctly that Russian Urals crude also has no problems moving through the Houthi-controlled zone of Bab-al-Mandab Strait. #Velsig
@BlacklionCTA ^questions I’m not knowledgeable enough to answer.
Tennessee, Texas and Florida are gaining corporate headquarters…. What could possibly be the common denominator
Nashville's status as a hot spot just ticked up a notch with news that Oracle is relocating its HQ there on.wsj.com/4b9AgJm on.wsj.com/4b9AgJm
@BlacklionCTA @TheTerminal Here's your gas, could I get a refund please? 🤣
Japan has always been a favorite talking point for the #MMT crowd, who claim Japan's huge debt load is totally fine. It isn't. Japan is in a currency crisis because its debt forces the BoJ to keep interest rates pinned. A huge warning sign for debt aficionados in the Euro zone...
14-year old mortgage loans - Agency guaranteed - Paying 5.03% coupon - Bond pays 5.9% (floating-rate) - Borrowers have 68% equity - 6.69% yield to spot / 5.60% yield to forward
Floaters For the Win! US Treasury Floaters have outperformed bills by 15bps annualized over the last 10 years. Pick up 21bps of yield and shorten duration to zero? No-brainer. Are floating-rate coupons really that complex?
Trends for United States
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