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Category Archives: Economics
Backwardation of Government Paper
Money is pouring from government debt, and not wasting any time bidding up the price of a Joule.
I’m not sure anybody noticed, but the backwardation on 30 year treasury futures, has become more grave over the last month or so, going into expiry of the december contract. Read the tea leaves as you like. [...]
Also posted in Macro Leave a comment
This is for you, Arnold!
I laughed, when I heard Dean Blundell, make a correlation with this song…
I think it might very well be, the eye of the inflation storm…brace yourself.
Also, check out Gregor’s words of wisdom…
Posted in Economics Leave a comment
Venga Boys are Back in Town
Boom boom boom boom.
Best June on record, for Toronto real-estate.
Update: No, I don’t really believe, that boom times are here.
Posted in Economics Leave a comment
The Biggest Opportunity Right Now
…is the downside in US Debt.
I want to make sure everybody I know, who wants to learn, understands how bond duration and intrest rate risk combined with the current economic storm…is creating a dramatic climax and great opportunity out of the last 27 year bull market in fixed income products sold by the US Government.
So…if you [...]
Buy-Write Brazil
The run in emerging markets, is no doubt, just getting started. While there might be a pull-back, short-term, I think it’s worth hitting some EWZ and/or some 2011 $50 strikes….while selling front months, of course. Does anybody really hold equity, without selling front months?
I’m going to put this trade on, on Monday.
I like brazil because [...]
Posted in Economics Leave a comment
Pissed Farmers
While 1500 farmers are offing themselves…California farmers are protesting.
I’d love to sit down with one of these California farmers, and say something like “What exactly do you expect Arnold to do, about the environment you chose to farm in? What exactly do you expect Arnold to do, about too many people living in an area [...]
What if Oil hasn’t bottomed?
Consider for a moment, hypothetically that the recent spike in oil brought just enough investment to solar and oil both, that combined with the supply side of oil, and solar R&D…could solar potentially be ready to breach a tipping point, towards grid parity?
Could expensive energy be behind us?
Look up the history, on how the internet got so cheap. Recall: [...]
Also posted in Future Leave a comment
And there it is, Nikkei vs 10 yr
click to enlarge
Behold…it starts!
What was it, like less than a week ago, when the online discussion steered towards getting all aboard an increase/creation of gas/oil taxes (depending on the state), and I said they just need to spin right way. Well…ta da.
Also posted in Oil Leave a comment
Oil Gets Taxed?
Soo…I spent the week, talking to some amazing new friends.
1. An engineer from Jacobs Engineering.
2. A doctor who works at the Aramco compound in Saudi Arabia.
3. An engineer who works here in Toronto in the industrial liquid storage industry -> ie a booming business to be in, if you’ve seen the oil contango curve.
After a very [...]
Also posted in Macro, Markets, Oil Leave a comment
Getting long Chemicals & Meat(?)
Growing middle class, consuming more and more meat and processed foods…what do you think, get long SDA, or am I too late?
Fertilizers and Pesticides for agiculture…good. Lithium for mobile…good. Soda Ash for paper, glass, and detergents…good. What do you think, get long FMC?
No position…yet.
Don’t Take My Word For It