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[ADV @AlessDeVito]

@BurggrabenH
I’ve followed your detailed analyses on crude&products and appreciate your effort.
Could you please share how you currently contextualize the actual price and market developments compared to your earlier base case? I would greatly appreciate any updated thoughts.

[ADV @AlessDeVito]

@42Macro Best one so far!

[ADV @AlessDeVito]

@BurggrabenH will there be another Friedrich & Partner video/update? 🙏

[ADV @AlessDeVito]

@MenthorQpro Well, you don't have the 1D min before midnight so it's not so crazy as depicted, right?
The 1D min is touched before the 1D min is published. Look ahead bias imo

[ADV @AlessDeVito]

@KobeissiLetter Own asset or be left behind**

[ADV @AlessDeVito]

@DAX40 Does anyone know if this is Alex way to say that a resistance could be in or how to interpret this?

[ADV @AlessDeVito]

@DAX40 We have been missing you, Alex!

[ADV @AlessDeVito]

@Crowded_Mkt_Rpt
Long positioning in equities? Are these (last we checked on cmr, not short?) might be talking about another ticker?

[Simon Ree @simon_ree]

The corollary, of course, is that a sneaky rally in the dollar would catch nearly everyone offside.

With crowded long positioning in equities and gold, remember - the dollar is the denominator of everything.

[ADV @AlessDeVito]

@simon_ree positioning for the ES is (or was) ultra short last time I checked and thanks to the elected heros running the US the CoT data hasn't been published for the last two weeks. Which positioning are you referring to? Thank you as always.

[Simon Ree @simon_ree]

Not only was the dump expected, it wasn’t even that unusual.

What was more unusual was the preceding 6 months without a 2% down day.

And a variety of warning signs have been flashing: positioning, extension, the VIX coiling, the dollar breaking out…

After a vertical run like the market had, it was looking for any excuse to pull back, and it got one on Friday.

[ADV @AlessDeVito]

@lordofdax How you think is going to unfold today after yesterdays gap and (almost) fill materialized?

Thanks for sharing

[ADV @AlessDeVito]

Exceptionally poor media coverage these days across the board including @WSJ.

[Javier Blas @JavierBlas]

Shell spokesperson:

"No talks are taking place"

#OOTT $BP $SHELL

[ADV @AlessDeVito]

@DAX40 Thank you for the insights. I suppose it suggests we're at lofty levels, but as the saying goes: rationality has its limits—irrationality is boundless.

[ADV @AlessDeVito]

@DAX40 Thank you, Alex!

[ADV @AlessDeVito]

@DAX40 Would you mind sharing what this spike on buy volume tells you?

[ADV @AlessDeVito]

@DAX40 Thanks Alex

[ADV @AlessDeVito]

@DAX40 Price action looks dodgy to me.. climbing for the wrong reasons and flat while risk off assets rise. But that's just my way to read it. Someone might call it resiliency

[ADV @AlessDeVito]

@DAX40 Was waiting all day for this! Thank you Maestro

[ADV @AlessDeVito]

@DAX40 Pertinent and very well written. Thank you 👍

[ADV @AlessDeVito]

@DAX40 Hi Alex,
We ve just hit 23520, new all time high. Any thoughts so far?

[ADV @AlessDeVito]

@vonderleyen Where prosperity?