CmdtyGuy

If it moves I trade it.

[CmdtyGuy @CmdtyG]

@Jesse_Livermore @markvalorian DFW starts with low natural tree cover and still goes scorched earth and flattens everything for new development. Quite terrible.

[CmdtyGuy @CmdtyG]

@3Plantey2 @AgustinLebron3 @bennpeifert That’s the crux.

[CmdtyGuy @CmdtyG]

@orrdavid Frankly, this isn’t over complicated jargon and is rather quite comprehensible.

[CmdtyGuy @CmdtyG]

@WMitchell618 The world astounds

[CmdtyGuy @CmdtyG]

@WMitchell618 Poof

[CmdtyGuy @CmdtyG]

@JenscapeRsrch Beautiful.

[CmdtyGuy @CmdtyG]

@andrepaltry @WMitchell618 Bigly

[CmdtyGuy @CmdtyG]

@WMitchell618 Nullifies the price cap regime Europe put in place if jkm is running away.

[CmdtyGuy @CmdtyG]

@WMitchell618 Strange things happen when the carry is worth the commodity

[King of Power @TermPowerTrader]

This back and forth on whether a futures curve represents a price forecast/expectation makes it abundantly clear why it is still possible to extract alpha from these markets.

[CmdtyGuy @CmdtyG]

@WMitchell618 @humidnapkin Dude lost his job.

[CmdtyGuy @CmdtyG]

@WMitchell618 But the counterfactual, bro

[CmdtyGuy @CmdtyG]

@CONZF1 @firstenercast Who blew up on v/f/h? Someone is muy dead.

[CmdtyGuy @CmdtyG]

@WMitchell618 Post shale neo gas trader, somewhere: listen boss, this 2006 time series analog looks like it has a lot of merit. Later: hey ChatGPT, who is Brian Hunter?

[CmdtyGuy @CmdtyG]

@Holy_Helicity Comically un-credible.

[CmdtyGuy @CmdtyG]

@WMitchell618 If the wx analogs superlatives go to balmo so should price? For now?

[CmdtyGuy @CmdtyG]

@CONZF1 @cap_zay @Holy_Helicity You effectively stave off needing to solve next seasons’ problems sooner rather than later.

[CmdtyGuy @CmdtyG]

@bankingslut @__paleologo BAM most definitely has a Jackson Hole office.

[CmdtyGuy @CmdtyG]

@BlueFlameBlues And that’s just a Wednesday.