@KeithMcCullough@RichB118 Just finishing Richard's recent book "Complex Adaptive Markets". A great follow-up to The Fractals of Finance. Appreciate your work Richard and thanks for sharing your knowledge!
@KeithMcCullough ...and today could be a great day for Uranium. Kazatomprom cut 2024 production targets in a constrained U3O8 market environment. We'll see how it plays out.
@PNFtomdorsey Love to see your posts Tom. Miss the ol' DWA days of listening to you and Tammy on the podcasts. Hope all is well and your health is good!
@spdsk8trgrl Leslie, with God all things are possible. Our daughter was born @ 23 weeks, 1lb. 1oz. That was 18 years ago. Today she's healthy and happy, looking forward to college. While all stories don't turn out this way, prayer, caring parents/family/friends go a long way.
@KeithMcCullough Appreciated the trending GDP rate of change contextualization within the Early Look this morning. It's was useful to step back from the daily grind and look where we are on the journey.
@bgnurick Brian - just wanted to take the opportunity to say 'thanks'. Listening to you on the Wed. calls gave me encouragement to look for income streams during Quad 4. Nice Muni position you have there. :-)
Just finished recording an emergency briefing on the SVB situation and the monetary implications of the Fed bailout of the entire banking system. You can watch here.
https://t.co/WyizIQJgyJ
@KeithMcCullough Yes, but thanks to some good coaching and the Hedgeye Team, we were able to sidestep this oncoming Quad 4 train. Merry Christmas to you and your family. May we find Peace through Psalm 46:10 - "Be still, and know that I am God"
@KeithMcCullough This is helpful Keith. Perhaps in Macro Pro could you include along with your Long book ranking, your L/S book Net and Gross positioning? Although we shouldn't target, helps contextualize the sizing of moves as volatility regime shifts along with volume & within price range.