Jack Mav

Macro bird watcher with a hint of Finnish chatter.

[Jack Mav @Jack_Mav_8]

@KeithMcCullough @SamofAmerica RPK on the bond vigilantes they are aware of money supply and nominal gdp.

[Jack Mav @Jack_Mav_8]

@KeithMcCullough Impressive. Nice job coach. Vs old wall wood hockey sticks in the bin.

[Jack Mav @Jack_Mav_8]

@Hedgeye_ADDS Great chart. Not to mention with levered etf you are involved with synthetic daily gamma.

[Jack Mav @Jack_Mav_8]

@steve_hanke Rather amazing. Many thanks for posting.

[Jack Mav @Jack_Mav_8]

@steve_hanke By comparison what is the us money supply growth? Treasury refunding announcement today as well .

[Jack Mav @Jack_Mav_8]

Imagine the impact if a European bank was a PB for the situational awareness fund.

[Jack Mav @Jack_Mav_8]

Us yields higher and usdjpy lower is a tightening of global liquidity. This will impact the dirty money market fund going forward. (Spx). Don’t chase the equity mkt higher into a liquidity drawdown

[Jack Mav @Jack_Mav_8]

@agnostoxxx Which bank sales booked the funny money on the trades? Surely that’s already in the numbers

[Jack Mav @Jack_Mav_8]

@ArmstrongEcon The rising oil costs in jpy terms might force their hands as they lose regional manufacturing power.

[Jack Mav @Jack_Mav_8]

@ArmstrongEcon Boj raising rates causes issues in carry trades and overall investor leverage.

[Jack Mav @Jack_Mav_8]

@KeithMcCullough Us 5-30 flattening quite aggressive

[Jack Mav @Jack_Mav_8]

@VolatilityQ Sorry for your loss. Prayers for you and your family.

[Jack Mav @Jack_Mav_8]

@KeithMcCullough Proves why you don’t marry the quads. The market is a living animal constantly changing. Adapt to the changes. Hence why coach steps in and steps out of positions as his alignment changes. Cash is a position as well.

[Jack Mav @Jack_Mav_8]

Economic statecraft Goldilocks. It’s coming

[Jack Mav @Jack_Mav_8]

@KeithMcCullough @t1alpha Add in correlation moves and you have a party.

[Jack Mav @Jack_Mav_8]

@ArmstrongEcon It’s still a lovely museum though.

[Jack Mav @Jack_Mav_8]

When will Avis do a rebrand and name change to AIvs?

[Jack Mav @Jack_Mav_8]

@JavierBlas @sunchartist One can easily hedge that via marriage and a few young kids.

[Jack Mav @Jack_Mav_8]

@BarakRavid @zerohedge What about the traders running the oil and spoos books?

[Jack Mav @Jack_Mav_8]

@MerlijnTrader And people are bearish the market when you get everybody betting on moon shots in the stock market