Ti Piper @tipiper
Out of Aquatic Resource Education, New Mexico. Family, fly fishing, British Labs. Louise Yamada " ...all information is found in price." Hedgeye weathervane. 7000' New Mexico PJ grasslands Joined March 2015-
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HedgeyeMorningSpend, up 20 bps and falling, was up 30 bps. SVOL divi came in....now up 17 bps. Rebought and or originated all the normal Hedgeye buy/short list. Lots of dry powder left from yesterday's Copper Collision Collusion Fed Manure Mystery Tour. Bought PFIX as the 10 yr…
HedgeyeMorning, put in a limit bid for $HGRO at 25.01 before the open. Nope, after the bell had to change to market buy. Now we have an comparison ETF. 49th Wedding anniversary on this fine sunrise morning.
Kotok Report Quick Take: ICE Operations in Tallahassee, FL open.substack.com/pub/dkotok/p/k…
HedgeyeReversalDay, down 18 bps, could have been even but I traded down. Closed the NVDA short and went long. reBought the long book. Tis not green in my book today, but tis green outside, the earth here, at 6800' in the New Mexico foothills, is green. Tis indeed a blessing.
“Cut that. That’s fire.”
Have a great weekend! #Quad4 Blues @KeithMcCullough
David Salem Explores the Fed’s Dilemma, China’s Investment Trap, and 'Rational Exuberance' in Markets 💸🌏📈 FEDERAL RESERVE/MONETARY POLICY 💰 "I don't think the Fed's mandate is sufficiently clear. With the utmost respect, they are just making it up as they go. They are…
Mexican journalist gets threatened by the cartel on television
Bought KBWP, sold everything that was red, very unusual for me but my process said GTFO now, so I did. Bought more VXX and VIXY, shorted gdx and silver MINERS, shorted QQQ and the DOW, still short China, shorted btc...even sold most of the 'dividend play etfs' as their stock…
Barclay ipath etn delisting : etftrends.com/week-etfs-barc… Closures resembled a firehose this week with Barclays delisting 21 of its iPath ETNs on June 7. The affected products include the following: iPath Series B Bloomberg Cotton Subindex Total Return ETN (BAL) iPath Pure Beta…
Probably deserves top billing for inspiring me to go for the doctorate, but top three acknowledged on a Dissertation ain’t bad! Soon to be published “Statistical Testing of Feature Selection in a Recurrent Neural Network with long short term memory” @KeithMcCullough @Hedgeye
This is such a key insight. It is considered fundamental by so many that recessions beat inflation. It's just not the case. The whole key to a strong currency is the faith that the public has in monetary policy and the individuals carrying it out.
This is such a key insight. It is considered fundamental by so many that recessions beat inflation. It's just not the case. The whole key to a strong currency is the faith that the public has in monetary policy and the individuals carrying it out.
One of the best ways to learn about the Copper Industry is by studying the Top 10 Global Producers. I read each of the Top 10 #Copper Producer quarterly reports so you don't have to. Here's a thread on the most important data and themes from the world's largest players ... 🧵
How often did your teacher allow you to grade your own tests? Then why would we EVER allow govt agencies to investigate itself? USCC obviously know it but won't self-report. Should USCC judges be required to recuse where favors were exchanged with someone?
How often did your teacher allow you to grade your own tests? Then why would we EVER allow govt agencies to investigate itself? USCC obviously know it but won't self-report. Should USCC judges be required to recuse where favors were exchanged with someone?
While Liz Truss’s short and tumultuous reign was unique to the UK, it highlights the renewed power that bond vigilantes have right now. Investors aren’t going to cheaply fund deficits anymore, especially if the proceeds aren’t being used for productive causes.
Your right to freely access a broad array of popular investments is at risk. Tell regulators you don’t want your investment choices taken away. Add your official comment ⬇️
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