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!
Need a brief primer on market happenings for this week? Check out Petr's Week Ahead Video and Market Brief Here
LIVE: House Financial Services Committeehttps://www.youtube.com/watch?v=TspaxncgkjcFor those who saw my posting from yesterday’s Senate hearing ↓ LIVE: Senate Banking Committee Annual Grilling of Bank CEOs Thanks for reading, and I hope you rewarded yourselves with my 2 embedded market ideas happening on AMC & Ford getting gamma strangled into expiry tomorrow. AMC was +15%, Ford was +7% yesterday. AMC another +15% today/now, Ford another +7%.
After Hours Special w/ Jack & Weston on Things You May Have Missed: Taiwan Market Meltdown hits N...US CPI is far from the only story - see what you may have missed with @Jack Farley https://vimeo.com/548755341Lets get the overly-covered CPI out of the way. Where'd we see the biggest jumps (ex energy)? +10% in airfares, car rentals, lodging, pro sporting event tickets - in other words, the reopen trade. Those who lost revenue clawing back to flat. Shocker. And given the "stellar" forecasting of NFP last week, its probably best we rebalance our attention portfolio away from the lou…
Real Vision Exchange Survey Week 18/2021: ResultsSurvey results are in! Some new changes this week: * 24/7 survey availability is now tested and all obvious bugs have been fixed * results are always aggregated on a Sunday. The Bot keeps tweeting interim results and interesting observations * the new interactive dashboard will be deployed this week. It's already running in a stealth mode for performance testing. Advantage of this dashboard: It's all programmed by myself, so I have full control and can update charts more frequently (the previo…
AgTech Ideas/Discussion - Post Dwight Anderson (Tiger Cub)Hi all, I recently had the chance to watch @Max Wiethe 's interview with Dwight Anderson about the AgTech space, and I noticed there was not a thread discussing it yet. I wanted to start one as I don't imagine many of us are experts in such a niche space, including myself, and I'm interested in learning more - so wanted to open up the floor. Prior to watching the video, I was broadly interested in the AgTech space I thought of it as an interesting way to play inflation while having exposure …
Irresponsibly long local German exchanges and market makersAs desribe in our 2Q Focus for February, I'm long specific German exchanges and market makers that are listed on Xetra. These exchanges are getting a large proportion of the retail order flow of the German equivalents to Robinhood. Two examples I also mentioned in the report are Baader Bank (a bankd and market maker at Gettex exchange in Munich) and Lang & Schwarz (market maker at LS Exchange, the electronic trading platform of Hamburg exchange). Both companies are closely connected to neo…