FISH STORIES / BLOG
Occasionally I blog about fishing, the fishing industry and behind the scenes in the life of this humble fisher. These can be rigorously thought-out or pure fluff pieces. You get what you get. Kinda like fishing.
Market Thoughts: Historic Market Timing Calls
My job is to identify Inflection Points, and then to 'operationalize' them so as to call out actionable trades for clients. Last week was an exceptional week of Market Timing Calls - from my Bond Short Call the day before a 3-sigma standard deviation move in...
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Fishing Idea: CVNA – Candy For Millennials
On Friday I was asked for my analysis on Carvana - ticker CVNA - for publication at CCN, an online markets and crypto publication out of Norway. Below is the exact analysis I sent, and here is the article they wrote from it - featuring a few quotes of mine that...
read moreMy RealLife Interview: Day Trading Macro News
Back in June at the Benzinga Trading Summit conference in NYC where I presented, I met Jerremy Newsome, founder of RealLife Trading. He invited me to speak with his students about how I use Macro news and...
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My Lastest SeeItMarket Articles – on Trade Wars and Gold
It’s been over a year now since the ‘official’ start of the US-China Trade War, if picking Day 1: July 6, 2018 – US implements first China-specific tariffs. I wrote about this disconnect between market price action and valuations in my SeeItMarket article, Livin’ On A...
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Elevating Trader Education
“If I quit now, I will soon be back to where I started. And when I started I was desperately wishing to be where I am now.” That's how I felt after I embarked on a journey to build a Trader Education App that linked live market orders in a real brokerage account with...
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Women in Economics, Finance and Trading: Great FinTwit List
14 Perspectives on Finance, Markets, and Economies: Enhance Your #FinTwit Feed Recently I was added to a FinTwit Feed of Women in Economics, Finance and Trading. I was excited to learn this list has been curated for some time, first publishing the list and value of...
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DailyFX Podcast and Article – Intermarket Analysis with Samantha LaDuc
Check out my Daily Fx Podcast | Intermarket Analysis with Samantha LaDuc Although this Interview was conducted on June 6th, I am re-posting for a few reasons: Tyler was more interested in how I think, and therefore approach trading, then my actual market analysis....
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“Fed losing control of funding markets and Fed Effective” ...
“QE” will be algo porn Wednesday - in FOMC minutes or at Powell presser.
And silence thereof will be deafening.
@DiMartinoBooth
Fed Fund Futures moving and making tourists (and even supposed Fed experts) think lower probability of cut this week
This move has nothing to do with shifting probability... its all about Fed losing control of funding markets and Fed Effective
About that USD liquidity squeeze... 😳
Know what you own...
$VIX
Repo just hit 7%.