riskFULL ☣️ (session lows) @_riskFULL
'There can be no covenants between men and lions, wolves and lambs can never be of one mind'// Jamie Mai is my hedge, you wouldn't understand. Joined September 2021-
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riskFULL ☣️ (session lows) retweeted
2 days after Elemental pays A$80m for the Laverton royalty, they merge with EMX and Tether tips in another US$100m. If royalty acquisition is determined by whoever has the lowest cost of capital, there's a new $1B RoyaltyCo and Tether's cost of capital < Franco's $ELE.V
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Trading alternative markets, represented by the triangles leads to better overall performance, as shown by the clustering of triangles in the top right-hand direction relative to the equivalent portfolios without alternative markets (circles).
Trading alternative markets, represented by the triangles leads to better overall performance, as shown by the clustering of triangles in the top right-hand direction relative to the equivalent portfolios without alternative markets (circles). https://t.co/6xki5ko3mX
My assumption re carronade capital/kuppy, spooked on what will happen with incoming 100m and doing a deal vs potential of using some proceeds to reactivate and get a ship contract ready for 2027? During a time I guess they had confidence in only seeing buybacks. $val.ws
My assumption re carronade capital/kuppy, spooked on what will happen with incoming 100m and doing a deal vs potential of using some proceeds to reactivate and get a ship contract ready for 2027? During a time I guess they had confidence in only seeing buybacks. $val.ws
August update on systematic book. $hfnd machine learning leaned into equity beta just when flows and vol looked suspect. Value tilt and MBS slowed me last month. YTD still safe.
If you pay 100bps for this you're getting fleeced.
If you pay 100bps for this you're getting fleeced. https://t.co/rk0UOjEO6z
Levered beta?
Laughs in 90% of holdings
Laughs in 90% of holdings https://t.co/i1cTg9q8eI
riskFULL ☣️ (session lows) retweeted
The Monetary Authority of Singapore (MAS) has released a consultation paper proposing updated guidelines to strengthen liquidity risk management for the banking sector. regulationasia.com/articles/mas-p…
https://t.co/vPWRbv4i9h
Most of the current long exposure in my trend system: Corn may26 Wti Jan26 Wti apr26 Cattle oct25 Gold dec25 Copper mar26
Not a half bad revision taking into account new trading volumes for $abxx and considering a contract suite of 30 products.
riskFULL ☣️ (session lows) retweeted
Critical minerals investment co TechMet Ltd is setting up a new trading arm, TechMet SCM, backed by additional investment from Mercuria. Read what the Techmet SCM ceo told me about it, free➡️: fastmarkets.com/insights/techm… @Mercuria
I mean look how natural resources have held in there. That looks like some expectations are building $GNR
riskFULL ☣️ (session lows) retweeted
TLDR: gold call options are underpriced relative to the escalation of US political uncertainty. The rally in the MSI (Market Stability Index) is the pain suffered from being long gamma. The MSI measures the % of days the SPX daily move is within +/-75bps. It's currently tracking…
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