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.
My Latest SeeItMarket Article – Goldilocks and the 3 Bears of “Layoffs, Unemployment Claims and Payrolls”
Non-Farm Payrolls reported this morning. They were a disaster - much like the ADP report Wednesday foretold. Downward revisions to the March & April jobs data exactly offset the 75,000 job gain reported for May. Translation: No Job Growth! NFP in a nutshell......
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My Latest SeeItMarket Article – Big Picture Trends For Investors To Watch
https://www.seeitmarket.com/big-picture-trends-for-investors-to-watch-19411/
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Politics, Investing and Grandpa
We don’t know them all, but we owe them all. In honor of Memorial Day Weekend, here is an article I penned Sept '17 that is a mix of nostalgia, politics, a prescient call on populism (Warren/Sanders) + macro musings - not one word of which I would change....
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My Latest SeeItMarket Article – There’s A Lot Not Priced In
https://www.seeitmarket.com/theres-a-lot-not-priced-into-financial-market-19384/
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Great News! My StockTwits Premium Room is Up and Running!
The wait is over! My StockTwits Premium Room just went live!! A few months back, StockTwits asked me to offer a Premium Room on its platform which serves a dedicated community of over Two Million Traders. I wanted to oblige with a very affordable $75 price point - at...
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Closed Captioning for Accessibility and Transparency
My live trading room now offers Speech-to-Text Closed Captioning (CC) - complete with time-stamps + transcripts. To activate: Log in to your LaDucTrading Membership Account or Become a Member Click on the Live Trading Room Access Link (button or page) Register (enter...
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Fish Stories: My Market Huddle Interview – When Turkeys Fly
Happy Easter and Passover! Thursday after market close I was interviewed by the "Click and Clack" of Finance Twitter (where both gentlemen follow me and you should too): @kevinmuir @PatrickCeresna. (Anyone remember the Tappet brothers of the famed Boston radio show...
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Crazy Ivan kinda stuff.
Big Volatility in Yield world gonna spill over to equities...
$TNX $SPX $VIX
Curve conniptions:
2s10s on track for biggest weekly flattening of 2019 followed by biggest weekly steepening followed by second-biggest weekly flattening
Market Thoughts: Silver and Gold Are The New VIX
What I saw. How we traded it. What’s next... A little more Micro than Macro this time.
Thanks:
@sentimentrader
@_SeanDavid
@eddiemac3356
@johnauthers
https://t.co/J7a0vz6ydm
Who else will fall?
(Purdue already tapped out - bankruptcy to mitigate 2000 lawsuits)
Not Done:
Drug Manufacturers
Distributing Pharmacies
Prescribing doctors/hospitals
And this data is only through 2012 before the hockey stick of contagion...
$XLV
Is this hyperbole?
Drug ENFORCEMENT Agency ...
“For decades, DEA has had exclusive access to this data, which can identify the total volumes of controlled substances being ordered, pharmacy-by-pharmacy, across the country”
#OpiodEpidemic https://t.co/FoOxUpSaDn
Is this hyperbole?
Drug ENFORCEMENT Agency ...
“For decades, DEA has had exclusive access to this data, which can identify the total volumes of controlled substances being ordered, pharmacy-by-pharmacy, across the country”
#OpiodEpidemic
And...
“May 28, 2019 - A major opioid trial, the first of its kind, begins in Oklahoma. The trial is expected to determine whether states and municipalities can hold drug companies accountable for the opioid crisis. The defendant in the case is Johnson & Johnson”
$JNJ https://t.co/OlAEdu0mXr
And...
“May 28, 2019 - A major opioid trial, the first of its kind, begins in Oklahoma. The trial is expected to determine whether states and municipalities can hold drug companies accountable for the opioid crisis. The defendant in the case is Johnson & Johnson”
$JNJ
THEY BURY THE LEAD!!!!!
“The opioid litigation is now larger in scope than the tobacco litigation of the 1980s, which resulted in a $246 billion settlement over 25 years.”
@washingtonpost https://t.co/yIzM103yuT