LazCap

[LazCap @Laz_Cap]

Should add that unlike crude or wheat, a Mar27 95P on 3m SOFR doesn't cost you much

[LazCap @Laz_Cap]

Bought a fair amount of SOFR puts expiring later this / early next year.

If energy stays elevated and ags take off from here then meaningfully higher CPI post-summer a consequence.

At some point, this feeds thru to interest rate expectations...

[LazCap @Laz_Cap]

@anchovycapital Know someone. Can DM if you follow me.

[LazCap @Laz_Cap]

@Bkclaims How often does this happen (you having to litigate) say out of 100 trades/deals ?

[LazCap @Laz_Cap]

@P_Remarks thanks a ton for $AMN took a while but paying in spades now - best shitposter on here and stonk tips don’t suck

[LazCap @Laz_Cap]

@CapitalValor @LionheartInves1 Enphase fits the bill

[David Orr @orrdavid]

The best way to improve your long term track record is removing downside.

Go through your record and study your largest 5 drawdowns and truly understand what happened. Then make an improvement.

Way too many people focus on making large scores when this should be their focus.

[LazCap @Laz_Cap]

@dieworkwear what’s good for cashmere/wool/silk deodorant stains? Have tried distilled white vinegar + cold water and wool laundry detergent + cold water but felt both diminishes colour. Any suggestions ?

[derek guy @dieworkwear]

These yellow pit stains are usually caused by deodorant or antiperspirant mixing with your sweat. You can remove them by spraying the area with 3% hydrogen peroxide. Let this sit for an hour and then throw the garment into the wash. For more stubborn stains, soak the garment in Oxiclean overnight, then wash. Note that Oxiclean is fine on certain fibers (e.g., cotton), but not others (e.g., silk). Always read labels before using a product.

[LazCap @Laz_Cap]

@CapitalValor Still chems - $BAK gonna 4x

[LazCap @Laz_Cap]

@PauloMacro Who’s Ghandalf

[LazCap @Laz_Cap]

@itsrapha83 Palazzo Altemps is a gem.

[LazCap @Laz_Cap]

@joelspadawan1 Share px was ~$100 then and chart looked messy. Takes serious imagination to be buying that. That's some well deserved retirement.

[LazCap @Laz_Cap]

@DeepDishEnjoyer Bangers.

[LazCap @Laz_Cap]

@junkbondinvest Oracle.

[LazCap @Laz_Cap]

@CapitalValor Fully agreed.

[LazCap @Laz_Cap]

@CRUDEOIL231 @a_mccauley Stupid question - why‘s paper so „contained“ then ?

[LazCap @Laz_Cap]

@Menckenist @PrjOwnTime Agree with your logic. Just followed you so should be able to DM now.

[LazCap @Laz_Cap]

Why’s everyone on here obsessing about oil when the inevitable trade is long ags ?

[LazCap @Laz_Cap]

@Menckenist @PrjOwnTime Interesting. Any view on the others ?

[LazCap @Laz_Cap]

@RickHol34475697 @allcapallstrat @PrjOwnTime Yes

[LazCap @Laz_Cap]

@lockedlimit You think ags trade is over already ?