Dddddddd

[Dddddddd @dddddd321123]

@NatGasTourist Thank you, that makes sense, I guess I just can't understand how Jan wouldn't fall too if Dec is a bad demand month, seems like a crazy level to hold between those months

[Dddddddd @dddddd321123]

@PeakLoad_News @nodal_infra The old open format in the 2010s was great. I know of several people who think you guys have shut down. Used to see your front page up on lots of trade floors. If you ever consider a reband, early 2010s style was widely used from what I saw.

[Dddddddd @dddddd321123]

@abetrade Great post - if you don't mind me asking how do you get historical implied volatility for ETFs? I've looked around and don't really see a good accessibile source.

[Dddddddd @dddddd321123]

@options_insight Great insight, I've been looking into double calendars and want it to learn more. Are you talking about SPX calendars specifically? Or is there a more broad index that tracks them?

[Dddddddd @dddddd321123]

@ZmansEnrgyBrain Sorry one more question - is this a vendor data or do you calculate it yourself? I'm trying to understand the process.

[Dddddddd @dddddd321123]

@ZmansEnrgyBrain Thank you!

[Dddddddd @dddddd321123]

@PatrickPatten8 @bluegoldr Great call. Are forecasts like this just made using weather data or is it more complex?

[Dddddddd @dddddd321123]

@AgWxMan1 @CelsiusEnergyFM A little tight - for this forecast do you just use temperature or do you have to use other inputs to get that close?

[Dddddddd @dddddd321123]

@Nadeem1295 @CelsiusEnergyFM Close call - for forecasting natural gas stocks, do you just use temperature data, or does it require more inputs?

[Dddddddd @dddddd321123]

@andrepaltry Great call - when you're forecasting, is this just based off of temperature? Or are there other variables you got to look at?

[Dddddddd @dddddd321123]

@Holy_Helicity @Mahtds27 @DiveBomb321 Thank you - when you say adjusting for weather, do you mean comparing the weekly EIA versus what it would have been in normal weather? Or is it more complicated?

[Dddddddd @dddddd321123]

@degiorgiod In your opinion, why would the market not need J/V strong to give the storage incentive given the tight stocks?

[Dddddddd @dddddd321123]

@degiorgiod Thank you new follower here, very good insights. I would like to learn how to study this more. Any leads on how I can look into gas to coal displacement and what J/V level would signal the need?

[Dddddddd @dddddd321123]

@AdamHGrimes More around quantitative measures / metrics / studies. The workbook has a fantastic back section on general quantitative guidance, but doesn't give much in the way of how to create specific trading rules given the statistics (beyond the Keltner pullback example).

[Dddddddd @dddddd321123]

@TradingTrotter @CommoditiesGuy @BrynneKKelly Ah, I was mistaken thinking it traded differently. I thought cash roll was a buy/sell "I buy October and sell you November" rather than "Oct DSW is 80 cents over Nov screen".

[Dddddddd @dddddd321123]

Question for the physical crude crew - can you arb the cash roll into the front spread?

Heard that cash roll (Oct/Nov) is 80 cents while the front spread (Nov/Dec) is $1.50. is there a physical arb here between roll and screen?

@CommoditiesGuy @TradingTrotter @BrynneKKelly