MBON

PM & Strategist | Macro | FX | Equity | Technicals
Chart Addict. Views are my own.

[MBON @marcohedge]

More pain to come for US shale producers. Rig counts still above 600 (left chart), while it was below 300 last time oil corrected below $30 in 2016. And HY energy spreads remain > 18%, a notch wider that the widest seen in 2016 (right chart) #oil

[MBON @marcohedge]

@QCompounding send

[MBON @marcohedge]

@QCompounding Send

[MBON @marcohedge]

@factor_members Intel breaking out from rectangle

[MBON @marcohedge]

@factor_members TJX

[MBON @marcohedge]

@factor_members Thanks. How are you going to trade this? OCTO on both sides?

[MBON @marcohedge]

@factor_members I don't get it. I tought you were long. It went down. Target reached?

[MBON @marcohedge]

@factor_members How can you be LT bullish silver and bearish gold?

[MBON @marcohedge]

Or maybe 'muscle memory' also exists in FX markets 🤔

[Vasileios Gkionakis @VasileiosGkion1]

Well, at current juncture it will require long work outs, plenty of protein shakes and many supplements

[MBON @marcohedge]

Only in #Switerland I guess (maybe in Monaco also) : in a lavish mountain resort, police patrol in the new Jaguar electric SUV (price ca. 70k USD). Ridiculous 😱

[MBON @marcohedge]

Apparently it is more complicated than expected to discover, produce, and distribute a #COVID vaccine. Yeah, what a surprise... 🤔 The market, whoever that is (robinhooders, algos, ivt pros), is starving for positive news and just discards the rest...

[MBON @marcohedge]

@NicoGladia

[MBON @marcohedge]

Me going on record saying I am expecting the $USD to remain supported in the short-term in a day when $EURUSD surges above 1.14 🤔

[MBON @marcohedge]

Interesting view. Now that US households have more cash at hands, they face a choice: to save or to spend? This is likely a key factor for the speed and magnitude of the recovery

[Bloomberg @business]

Americans are holding a huge pile of cash — and that’s key to the economic recovery https://t.co/yYttlREWhC

[MBON @marcohedge]

@NickatFP Mdr 😂

[MBON @marcohedge]

@VPatelFX . econ data are starting to show the rebound is likely to be quicker and stronger in the US vs the Eurozone. Should keep supporting king dollar vs EUR down the road. $USD

[MBON @marcohedge]

Apparently, fear of losing one’s hard earned money has vanished among certain population demographics. What a fun world we live in

[SentimenTrader @sentimentrader]

Insatiable. Incessant. Insane?

Small options traders shrugged off Thursday's carnage and added to their leveraged, expiring speculative bets.

The net number of calls minus puts bought to open is now TWICE as high as the prior peak in February.

[MBON @marcohedge]

@NicoGladia @nishantkumar07 Does ESG mean Extra Speculative Gain? 🤔

[MBON @marcohedge]

Dumb retail mania in one shot #stocks

[MBON @marcohedge]

@VPatelFX Hail to the king 👑

[MBON @marcohedge]

@Fongern_FX Hail to the king 👑