Leif Kjartan

Glacier Shares ETF Portfolio Analytics | Board Chair @abgsc_cr | BTC | Sugar Futures | C++

[Nyemissioner.se @Nyemissioner]

Absolicon gör en apportemissin på 2,4 Mkr till 6,66 kr per aktie. Köper SavoSolar solvärmeverksamhet från Summa Defence. https://t.co/CYSIePQcuu

[Leif Kjartan @clustersen]

About time

[Reuters Energy and Commodities @ReutersCommods]

Sweden's Vattenfall picks Rolls-Royce SMR for nuclear power project https://t.co/fSAMBcD8Bb

[A Real Sugar Expert @ARealSugarExprt]

Heavy rain is falling over the city of Ribeirao Preto. The cane will be getting a good soaking and we may well see a pause in harvesting. Is it bullish or bearish?

[Leif Kjartan @clustersen]

@ThalexGlobal solid vega transfer trade

the 80k call can be right on direction and still bleed if iv stays soft

the 55k put offsets some of that

you own the right tail without paying full freight for upside vol

[Leif Kjartan @clustersen]

@ThalexGlobal The government shut it down the moment it saw the model cap it’s upside on the 67k call for a 13% discount

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[Leif Kjartan @clustersen]

@ThalexGlobal Scalable program. You have my attention

[Leif Kjartan @clustersen]

WOW

[Leif Kjartan @clustersen]

WOW

[A Real Sugar Expert @ARealSugarExprt]

Irish beet crop tour complete. Ample supplies of locally produced refined sugar albeit somewhat highly priced. With global warming cane sugar production being trialled in the far south around The Ring of Kerry.

[Leif Kjartan @clustersen]

To be expected from Parunchai

[Muay Thai Chai @muaythaichai]

Dam Parunchai is the new Channel 7 Super Lightweight champion. He won by TKO in the 4th round against Flukenoi Kiatfahlikit. Dam scored a head kick knockdown in the 3rd round.

[Muay Thai Chai @muaythaichai]

Dam Parunchai is the new Channel 7 Super Lightweight champion. He won by TKO in the 4th round against Flukenoi Kiatfahlikit. Dam scored a head kick knockdown in the 3rd round.

[A Real Sugar Expert @ARealSugarExprt]

The Brazilian sugar dinner this evening - the culmination of sugar week for many but for others there is a visit to Santos tomorrow. Given the weather forecasts probably worth packing a coat and umbrella. Could get choppy on the tug - maybe hold back on caipirinhas tonight.

[Muay Thai Chai @muaythaichai]

Great Petchyindee show in Phayao tonight.

[Imran Lakha | Options Insight @options_insight]

$Copper popping up on the radar today, testing the bottom of the triangle that's been in place for ages. Potential bullish divergence if support holds.

China news flow isn't helping but Dr. Copper is outperforming most of the other industrial metals and inventories remain historically low. Nice charts from @Ole_S_Hansen

We discuss our favourite way to play it in today's daily note for subs.

[Muay Thai Chai @muaythaichai]

Yeah, I wasn’t not getting a photo Rungnarai.

[Muay Thai Chai @muaythaichai]

Singapore is beautiful 🇸🇬

[A Real Sugar Expert @ARealSugarExprt]

Trading volumes in the sugar mkt always dip in the summer as traders pile into their cars head for sunnier climes. Brokers swap their expensive seats for comfier ones. Time away from the desk gives traders the opportunity to plan ingenious and devious ways to boost the PNL.

[A Real Sugar Expert @ARealSugarExprt]

After a 3 year absence the Annual Sugar Association Croquet tournament returned to the calendar. The Hurlingham Club hosted the heavy weight big hitters in the preliminary rounds.

[A Real Sugar Expert @ARealSugarExprt]

A glorious summer's day in England. Nothing could be finer. The hay is now wrapped and in the barn. Time to put the feet up and crack open a beer. Just need some rain and we could consider a 2nd crop of hay.

[Muay Thai Chai @muaythaichai]

Got myself a new pair of Muay Thai shorts last night at Rajadamnern Stadium.

[A Real Sugar Expert @ARealSugarExprt]

Thai sugar week drawing to a close with the gala banquet dinner. Time to find my table. Oh how the industry has changed in the last 30 years. A lot more people buying Thai sugar nowadays. No Tate & Lyle, no Jean Lion. I wonder where the after party action will be?