Steno Signals #101 – Introducing the Washington DC Crypto Put!
It’s been a break-through week for Crypto bros in many ways. First, the SEC made a massive u-turn and approved the spot ETH ETF and then Donald...
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Portfolio Watch: Trading the next of the rolling melt-ups
Welcome to our weekly Portfolio Watch. We have had a decent week as our short bet on Utilities has started to deliver, while a continued long bet...
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Inflation Watch: Freight rates to reach 2022 levels impacting goods-inflation?
Freight rates are rising rapidly again, and no news (from Gaza) equals bad news for those hoping for lower goods-inflation. Rates on benchmark...
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Positioning Watch – The real world strikes back
Hello everyone, and welcome back to our weekly positioning watch. Markets have been enjoying the easier financial conditions imposed by a weaker...
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Energy Cable: Commodities, Freight Rates and Goods Imports Are Rising...
Main take aways: A soft CPI report was just what Commodities needed to take the next leg higherInflation expectations fat tailed Commodities on...
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