oddest market undercurrents for year-end, what are you seeing in your niche of the world?
@bennpeifert Massive demand for tbills over money markets
@bennpeifert popular strategies giving way to structures through their regimes
@bennpeifert used to see maybe 2 or 3 Marshall's auto wheel locks/year. i see 3 or 4/month just in my nabe High end restaurants aside, NYC is in a depression
@bennpeifert Turkish equities just keep going up and up
@bennpeifert how often do u see a trade get reported in OCC products then next day its double the amount and no trades were reported?
@bennpeifert BOJ really just said "ok but how about an end of year liquidity crisis"
@bennpeifert It's all about "GAAP-Based EBITDA." x.com/stoxdox/status…
@bennpeifert It's all about "GAAP-Based EBITDA." x.com/stoxdox/status…
@bennpeifert Not much. Soy a bit down - sorta normal Coffee - up - worries about Brazil supplies - political risk Sugar - up weather/harvest Corn - down Brazil exports up. Puts the coffee logic into question. Basically normal - no one has any idea what's going on but pretend like they do 😀
@bennpeifert Not mine, but found this to be really interesting to read: x.com/guydealership/…
@bennpeifert Not mine, but found this to be really interesting to read: x.com/guydealership/…