Long Dollar & Stocks, Short Commodities
Great article as always!
But what do you think about:
Global Liquidity Has Bottomed …
https://www.smartkarma.com/insights/global-liquidity-has-bottomed
Liquidity, Liquidity, Liquidity ….
https://www.smartkarma.com/insights/liquidity-liquidity-liquidity
Steno Signals #35 – Everyone is going to be surprised by rising global liquidity!
https://andreassteno.substack.com/p/steno-signals-35-everyone-is-going?utm_source=post-email-title&publication_id=720588&post_id=102485200&isFreemail=true&token=eyJ1c2VyX2lkIjoyNDExODIzMCwicG9zdF9pZCI6MTAyNDg1MjAwLCJpYXQiOjE2NzYyMjA5MjksImV4cCI6MTY3ODgxMjkyOSwiaXNzIjoicHViLTcyMDU4OCIsInN1YiI6InBvc3QtcmVhY3Rpb24ifQ.5WxUn43tUqnjltZQm3DGOwulQoM8hgUHmLElhqXIRLg&utm_medium=email
We wrote a note to address this, please read the most recent Observatory note for our take.
Add Michael Howell to the list of rising liquidity, not much as he says but signals are pointing upward
Sorry but could you please explain what do you mean by: "Add Michael Howell to the list of rising liquidity" ?
https://blockworks.co/podcast/forwardguidance.
Michael Howell of Crossborder Capital interviewed by jack Farley. Michael maybe the formost authority on global liquidity
Why short NG? I would think potential upside is much larger than potential downside...?
My first full read. Well done.
Great article as always!
But what do you think about:
Global Liquidity Has Bottomed …
https://www.smartkarma.com/insights/global-liquidity-has-bottomed
Liquidity, Liquidity, Liquidity ….
https://www.smartkarma.com/insights/liquidity-liquidity-liquidity
Steno Signals #35 – Everyone is going to be surprised by rising global liquidity!
https://andreassteno.substack.com/p/steno-signals-35-everyone-is-going?utm_source=post-email-title&publication_id=720588&post_id=102485200&isFreemail=true&token=eyJ1c2VyX2lkIjoyNDExODIzMCwicG9zdF9pZCI6MTAyNDg1MjAwLCJpYXQiOjE2NzYyMjA5MjksImV4cCI6MTY3ODgxMjkyOSwiaXNzIjoicHViLTcyMDU4OCIsInN1YiI6InBvc3QtcmVhY3Rpb24ifQ.5WxUn43tUqnjltZQm3DGOwulQoM8hgUHmLElhqXIRLg&utm_medium=email
We wrote a note to address this, please read the most recent Observatory note for our take.
Add Michael Howell to the list of rising liquidity, not much as he says but signals are pointing upward
Sorry but could you please explain what do you mean by: "Add Michael Howell to the list of rising liquidity" ?
https://blockworks.co/podcast/forwardguidance.
Michael Howell of Crossborder Capital interviewed by jack Farley. Michael maybe the formost authority on global liquidity
Why short NG? I would think potential upside is much larger than potential downside...?
My first full read. Well done.