ilitquid

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@zephyr_z9 Is there a chance more China capacity comes online?

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@LumberTrading By how much?

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@zephyr_z9 Who are the tier 2s that are most interesting to you? Also is the Corning deal good, bad, neither for the optics guys

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@abcampbell Thanks! straight commodities or any companies as well that would benefit or get killed?

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@abcampbell What's the trade?

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@andrewztan How many of the 9 were legacies

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@LumberTrading So lumber prices not recovering any time soon

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@SemiAnalysis_ Brutal.

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@FreightAlley Does your SONAR data should where or what is being transported? Is it equipment, materials, etc? The uptick in trains is interesting as well.

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@omshanti08 Sounds like we may be in Oct 1979 or Feb 1980? Back to inflation from oil shocks? I was not alive so have zero clue - thanks for teaching.

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@LumberTrading when / what do you think would drive lumber prices up? I assume you pass through some of those increases if they happen?

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@zephyr_z9 Thoughts on memory vs lasers?

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@GlobalMacroZen I knew I should have followed you into this one after ZIM. Good timing.

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@RealJimChanos what happened to that guy that was pumping companies as a director of them?

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@GlobalMacroZen What’s special about that hour that makes it so?

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@JaredKubin Thoughts on when it gets too extreme (short to intermediate term flows). How do these buyers work in terms of how much they accumulate and how quickly? Conspiracy theory: any chance US would want to have higher gold values to pay off $ debt and then switch to alt like BTC?

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@JaredKubin Thanks for putting this up. Software feels so tempting.

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@GlobalMacroZen Any thoughts on lumber?

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@JaredKubin And i don’t understand when is the trigger to get in and out. Is it days, weeks, etc for a signal. Also, it doesn’t show companies - that would be interesting to see

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@JaredKubin 1) insights on when to enter/exit factor trades. 2) know where hidden factor risk is that could cause big drawdowns. 3) Understand more real time when things are shifting. Right now it’s good data for your past HF colleagues. It’s not as intuitive for fin aware and general masses