Macro-to-Micro Analyst+OptionsTrader Forecast+Chase https://t.co/MrMkwZYdvt https://t.co/GZILqexQ5C https://t.co/yZsZJcrKAz @LaDucTrading
💚 Macro, Intermarket, Technical - my fave combo approach to studying markets in order to predict them. 💃
WHY I've been a bond bear big picture 👇 even if this current yield spike is likely front-running potential emergency rate hike next Wed.
Buy rumor; Sell news?
Important to remember that conditions tightened in 2015 on account of Powell’s 1st rate hike -
Here’s my stacked yield chart (short to long duration) to show how soon we’ll be at those levels!
👉 follow the five year treasury. The higher it goes, the tighter the conditions. 🧨 https://twitter.com/theimmigrant84/status/1482527652707803137
I'll be sharing my 2022 Watchlist 👀
Tuesday, 25 January @ 2pm ET
It's a totally free live event with Q&A
So best save your spot now 😉
Narrative of ESG is pretty but unpractical in its current state of replacement. Having said that, many innovations will be driven from the excitement + funding. For now, I’m more interested in here + now...
A massive renewal in CAPEX investments!
👉THINGS OVER PAPER
"ESG investing" in its current form is similar to people who take selfies of themselves in fancy locations to show they were there, while barely experiencing it for real.
Mostly theater, little substance.