jbmacro

Laissez les bons temps rouler. Views and opinions are my own. May own it if I talk about it. Macro tourist.

[jbmacro @jbMacro]

@DannyDayan5 @AahanPrometheus @BobEUnlimited @thedailyshot @Callum_Thomas MSCI EM now has a higher tech weighting than the S&P 500. Nutty.

[jbmacro @jbMacro]

@ClarkSquareCap Restaurants (ex-Wendy’s lol)

[jbmacro @jbMacro]

@ContrarianCurse They would hike because of everything you said is happening and inflation was settling above target. If the economic momentum continues then they run the risk of inflation above target becoming entrenched. I don’t agree with that logic, buts where there head is at

[jbmacro @jbMacro]

@rennyzucker These numbers are mind blowing

[jbmacro @jbMacro]

@ComposerTrade Will anything change with accessing composer?

[jbmacro @jbMacro]

@sagharborcap My dream date, cute.

[jbmacro @jbMacro]

@KevRGordon What if I told you that TAN has outperformed then both YTD. The best hedge for an energy price shock was solar 😅

[jbmacro @jbMacro]

Think late shorts get burned today..

[jbmacro @jbMacro]

I’m a little surprised gold isn’t down more off this crude move. Would’ve figured it’d be sub 4400 by now.

[jbmacro @jbMacro]

@csidetrader Gold vol has been suppressed too recently. Upside vol seems underpriced here. Question is catalyst… I’d rather own gold than equities on an Iran deal headline… rips back to 4800/5000 in a heartbeat

[jbmacro @jbMacro]

@InfinitusCap 4800 next week then takes a breather

[jbmacro @jbMacro]

I hate to say this… I mean HATE… but I think gold makes another run to 5000 by end of June

[jbmacro @jbMacro]

@BlacklionCTA Those were some wild 1 minute candles in $cl_f

[jbmacro @jbMacro]

@macropotamus Prob won’t get back above 100 without additional infrastructure hits tho

[jbmacro @jbMacro]

Would be poetic if that marked the bottom in $cl_f

[jbmacro @jbMacro]

Okay this was the best one all weekend

[Charles Orwell @ChuckyOrwell]

Axios: Sources tell us Iran has agreed to give up nuclear ambitions and will buy set figure of AI and SpaceX IPOs.

[jbmacro @jbMacro]

@sagharborcap @rfkenmore If they play any games with il cappuccino I will make Jan 6 look like a picnic.

[jbmacro @jbMacro]

@hopeyrok https://t.co/Tu1vaaJ7wC

[jbmacro @jbMacro]

Wheat has that look to it… long /zwn26 at 596.00. Think it runs to March highs (and potentially much higher). $zw_f

[jbmacro @jbMacro]

@TMTLongShort Always always always round up. Always.