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Markets meandering and Tom Thornton joins Maggie Lake for today's Daily Briefing! Click here for the latest market update AND drop your questions for when the duo go live at 4PM EST!

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Need a brief primer on market happenings for this week? Check out Petr's Week Ahead Video and Market Brief Here

Trade Ideas

Discussion List

  • Weston Nakamura
    Exchanging Lanes Episode 4: End of the Used Car Madness (& ⅓ of CPI)?
    https://vimeo.com/580575712In this episode: •Brad Breakfast Index PRICE ALERT- No Trade *  •Used Cars: Insanity continues / worsens, BUT... •New Car Supply Floods In → End of Used Car Price FOMO → End of >5% CPI? •LTL Hits the Supply Chain & Getting Worse (as warned!) * This was recorded before @Jack Farley  ’s RV Live interview with commods expert Shawn Hackett on Brazil’s major coffee frost →  WHAT THE MILLENNIUM’S FIRST MAJOR COFFEE FROST MEANS FOR AG COMMODITIES Question for al…
    Weston Nakamura 3 views 11 comments Most recent by jeremiah_s Real Vision
  • Weston Nakamura
    Daily Briefing Exchange After Hours w/ Jack & Weston (Wed Jul 28 2021)
    https://vimeo.com/580500005Thank you all for your questions from the Exchange  @Bill T @Tamim Sultan @Muddshir Hussain !  Jack and I discuss BTC, BTC & crypto scene in Japan, a taste of the next episode of Exchanging Lanes with @Brad S and disruptions in the Brad Breakfast Index - explained via @Jack Farley on RV Live w/ Shawn Hackett on coffee futures from yesterday.   Trade Idea posts (open & closing) ↓  (July 6) LONG “Capitalism” / SHORT “…with Chinese characteristics” (July 27)…
    Weston Nakamura 2 views 14 comments Most recent by Alex Newman Real Vision
  • Weston Nakamura
    Daily Briefing Questions for Today
    Hey everyone, I’ll be on the Daily Briefing today with @Jack Farley to discuss July FOMC (out at 2pm EST / Chair Powell at 2:30pm EST), and China equities vs US (short CQQQ / long QQQ closed yesterday), along with Cathie Wood & Delta/Tokyo Olympics risk update.   Please post your questions below! (And as usual, anything that doesn’t get answered due to time, I’ll come back to and answer on the Exchange following!)  Thanks everyone!
    Weston Nakamura 1 view 5 comments Most recent by Weston Nakamura Real Vision
  • Petr Pinkhasov
    Global Macro + Crypto Technicals 3
    Time to dive deep into some of the charts that are in play in the global macro space.  KWEB (China Internet ETF) is down a serious amount over the last few days. We are now threatening to break a trend line that is going back almost 6 years. Today's volume also happened to be the highest in the ETF's history. Small caps are trading like it is 2003. This was an analog that I discovered a couple of days ago. I think this might be more of interest for @Raoul Pal given how tight the market ha…
    Petr Pinkhasov 1 view 2 comments Most recent by Petr Pinkhasov Real Vision
  • sam_c
    Any ZYN users here?
    I was listening to @sinstockpapi on a podcast talking about sin stocks and he brought up ZYN.  I have never seen it (sadly not for sale where I am) but it seems like it is becoming popular in the US.  Anyone here using them?  @Brad S are you maybe shipping them? Also since I imagine you stop at gas stations, is it something that you can buy there? how is the shelf space?    Swedish match discussion ==> 45:00-50:00 of the podcast https://podcasts.apple.com/us/podcast/sinstockpapi-tobacco-…
    sam_c 1 view 5 comments Most recent by Brad S Real Vision
  • Petr Pinkhasov
    Top Posts To Get Your Day Started!
    Happy Wednesday Exchange! Here are some posts to get your day started.  * @Christopher Moir updates his ETF Dashboard with a new and catchy name!  * This post from @Ralph Humphrey didn't get much traction yet, but it is an important talking point. A lot of savvy investors follow the money flow of institutional buyers. Ralph breaks down what LC from Omega has been getting into.  * Here is a take from @Victor Martin-Tiscar which goes against the grain of MMT. Interesting read.  * Woah.... Jack,…
    Petr Pinkhasov 1 view 1 comment Most recent by christopher_m Real Vision
  • jason_b
    Potential for policy mistakes
    At the current moment we are at a crossroads.  Do we continue to allow the tidal wave of liquidity that was created last March continue to do its thing, or do we need some sort of tap of the breaks as a perfunctory acknowledgement of the to the inflationary forces of that wave? There is no clear choice, and it seems clear that FCP is pretty good at walking the line.  As the leprechaun runs the cliff His instinct will be to push slightly higher as the implications of downward movement are too d…
    jason_b 1 view 0 comments Started by jason_b Real Vision
  • Weston Nakamura
    "Delta" Hedging 2020 Tokyo Olympics
    By the time you read this, the situation on the ground with regards to the Tokyo Olympics will have changed from when this was written. In fact, by the time you finish reading this, the story will have evolved from when you started reading. This is the dynamic nature of occurrences when conflicting incompatibilities are unnaturally forced together - the predictably unpredictable happens. Amidst the sea of unknowns, here’s a ray of certainty: the Tokyo “2020” Olympics, as it’s colloquially know…
    Weston Nakamura 11 views 30 comments Most recent by lucia_a Real Vision
  • Weston Nakamura
    The Exchange Week Ahead: July 12 - 16
    Headlines | Markets | Upcoming Macro Data Schedule | Central Banks Schedule | Earnings   This Week on Real Vision: Real Vision NFT Week Kicks Off: Free One Week Crash Course from Real Vision Crypto ← (click here) Headlines (that I’m watching): •🇹🇼As if the semis shortage isn’t bad enough, Taiwan’s TSMC (world’s beating heart of semiconductor production) now under threat of potential COVID breakout. •🇯🇵BOJ to consider buying “green bonds” alongside other Asia central banks, according to BOJ…
    Weston Nakamura 1 view 2 comments Most recent by Weston Nakamura Real Vision
  • Ralph Humphrey
    The Case for Oil Equities in Brief
    The market hates not loves the U.S. oil industry.  Consider this – Tesla has a greater market capitalization than several large U.S. oil producers. The market is valuing Tesla more than perhaps the entire U.S. oil industry. Chevron’s Market Cap = $197.82 Billion Exxon Mobil’s Market Cap = $254.61 Billion ConocoPhillips’s Market Cap = $79.90 Billion EOG Resources’ Market Cap = $46.62 Billion Pioneer Natural Resources’ Market Cap = $38.36 Billion Total:                                      …
    Ralph Humphrey 4 views 2 comments Most recent by mandelbrot jones Real Vision
  • Petr Pinkhasov
    What is your "most obvious" trade right now?
    I'm looking cross market and things seem to be all over the place: * Energy weaker * FANG's strong * Bonds coming up * Cryptos holding range What is your favorite play in the medium term?
    Petr Pinkhasov 1 view 23 comments Most recent by mandelbrot jones Real Vision
  • Weston Nakamura
    Daily Briefing (un)Special Guest - The Exchange Thoughts
    (see replies for add’l sectioned-off comments) https://vimeo.com/570374168For anyone who missed yesterday’s RVDB Tony Greer Tuesdays, you missed joining an angry mob who saw my stupid face instead (I was one of them- I too wanted Tony) don’t worry he’ll be back soon. I was pulled in about 13 mins prior to going live at 4:47am so @Ash Bennington & I just talked about what was top of mind, which defaults to recent posts on the Exchange + my big picture themes discussed on Exchange over time.…
    Weston Nakamura 1 view 12 comments Most recent by michael_k Real Vision
  • matthew_l
    Short Amazon - This Guy is Going naked =)
    I feel the time has come for Amazon to be in focus enough, alone after FB has been given a pass, to see some serious downfall. Charts are an easy look for a drop (I won't say correction). This is a very intuitive trade for me and took several months to decide if I would put it on. So I began building short yesterday at 3469. I don't recommend this to anyone, and it is not advice - financial or otherwise , I am not a financial advisor. The derivative route is obviously better for larger moves an…
    matthew_l 2 views 23 comments Most recent by i_n Real Vision