The Daily Market Catch
Top market-moving themes and insights – Delivered free to your inbox.
The One Big Thing
I’m back – from ‘Early Christmas’ with Delilah and Moe.
Trump is saying China will buy $50 Billion of American farm goods when tariffs are removed. But China, even at their peak purchasing last decade, has purchased half that from the US.
The GBPUSD is rallying on hopes of a stable UK government and expectations for a swift Brexit.
Fishing Idea: AMLP as Investment Theme, sent to clients Dec 4th still applies.
The APR17 $8C I suggested doubled in one week and it’s a bloody MLP!
My $OIH $XOP $SLB 2x positions I sold today for 400% gains in total but I plan to re-enter.
Top Reads / Videos
Great REPO thread:
“Fed’s balance sheet *has* to remain at very elevated levels relative to history, just to enable the payments system to work and the money markets to clear.”
For more charts and links like these check out my twitter feed.
To Great Fishing!
CIO LaDuc Capital LLC
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