@MarkRitchie_II ๐, yeah my aim is just find 3 decent trades in a year, can get to 25-30% if you catch it well with size.
Another trade I am watching for your pleasure.
EURUSD daily chart, it's not ready yet but close.
Fuck around and find out. I am holding for now, stand by notion that not much risk premium in price based on news headlines. But of course price action from here on is key...
I am long crude from lower for mostly technical chart. But Trump tape bombs had made it about geopolitical risk.
worried about Monday morning reaction
Going to hold over the weekend, it'll likely find its feet as it doesn't seem be giving any premium to news at this price.
I am long crude from lower for mostly technical chart. But Trump tape bombs had made it about geopolitical risk.
worried about Monday morning reaction
Going to hold over the weekend, it'll likely find its feet as it doesn't seem be giving any premium to news at this price.
@DsrPrivate Andy, question about recent DSR & number of cuts depending on Cook, Powell staying on.
I have heard some people say that Fed is not a democracy & chairman can set rates unilaterally. Iโm sure there is politics involved etc but what do you think, do rate cuts depend on votes or no
@DsrPrivate Andy, what are your thoughts on etfs like RSST, MATE. They have 100% spy and 100% aum in trend following. 200% total exposure.
If you didnโt provide beta advice any more, Iโll probably go for something like these products.
@DsrPrivate Hi Andy, how big of deal is this $40 bln a month purchase. I've loaded up on gold yesterday and wondering if I should hold till next week or till year end.
I know you thought gold had some Santa tailwinds.
I'm inclined to think market will price it in in 3-5 days..but ๐
@DsrPrivate Andy, curious on your latest view on DXY, just looking to buy dips or do you foresee a decent medium term upswing?
To me JPY looks too weak and too late. But EUR perhaps could have decent trade as a short.
@DsrPrivate Andy, few days ago you put a possible crude short on my radar. Thanks for that. Shorted yesterday and booking half gains today. Think $56ish could happen.
@DsrPrivate hi Andy, unrelated question, SFRZ5 will settle in March 26, does that mean we benefit from holding that contract if there are cuts in Q1 26?
@DsrPrivate For the first time in 2 years itโs following through after breaking down from a level. Think itโs going to need plenty of time to find itโs groove.