It was assumed that the US was in a structural change with it's privilege of global attraction to the USD however when we look at history these eras are never permanent. Historical events show even though money can be printed and financial markets can be controlled what cannot be
Most of my current short term trades are long bottom section of this. My view is based on certain market dynamics during the summer period this trend will extend. Obviously before the admin blows it up.
ATB should have introduced previous desks that participated on deals in the past. It's a right of passage to trade below the deal price for the 5 months post close with $abxxf!
Where's Jody, he should have been required meet and greet beforehand 😂
@Bprivateers69 imagine the sit with deeply trained belgian malinois, some guy whose full of risk 300blk sbr next to the door and a marsoc neighbor ready to work.
@paulmitche24045 Pct has been a huge contribution to my PnL over the last few years, great options chain with catalysts and visible volume profile to match flow. Not sure where it goes but as far as trading vehicles there are few like it.
In 4Q we talked about T1 energy $TE as a 5x+ return at $3.00 on @Hedgeye with @KeithMcCullough.
Many steps along the way have been accomplished.
Kudos to them (and us!)!
He was one of the first to allegedly hold BTC on a corp balance sheet before Treasury companies were a thing, I wish he talked about that more. Not necessarily about the asset itself but the ideology about running a value craft mechanism, Murray(RIP) talked about the flow through if long duration gold companies held a portion of their gold on balance sheet over cycles and the effect on valuation it would have had. HQLA of which can be held as collateral will be a flexible term over 10/20/50 years as certain things move through the social fabric.
BREAKING: Google is planning to release 32 million mosquitoes across Florida and California.
The company has asked the EPA for permission to proceed, with the public given until June 5 to respond.
The mosquitoes are infected with Wolbachia bacteria, which stops them from reproducing and slowly collapses the wild population from within.
Google's previous Debug Project trial in California's Central Valley nearly eliminated mosquitoes from three test sites entirely. A separate trial in Singapore cut dengue cases by 70% within 12 months.
Google has now released over 1 billion mosquitoes across four continents. This new proposal is the largest deployment in US history.
$WY TerraForge turning low-grade Southern pine/sawdust into biocarbon for a direct drop-in replacement for met coal in steel making is one path to adding >$1.5B in future earnings. Leveraging their existing timberlands/mills with minimal opex and zero capex needed for end users. First plant online in 2027.
Don't want to make a super detailed explanation now but I believe as far as well capitalized land controllers with above average liquidity, $wy will have superior levers to pull outside of where lumber pricing/demand moves(strong LT view) to create substantial value from here.