Steno Signals #202 – Peak WW3 Fears Return!
Over the weekend, oil traders dusted off their Strait of Hormuz crisis playbooks—and once again, they overplayed their hand. Saturday’s U.S....
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Steno Signals #201 – The Mullahs Are Toast – Re-Inflation Is Back!
Happy Monday from Copenhagen. What a comeback by JJ Spaun at Oakmont yesterday (sorry to the non-golfers), and what a comeback risk is about to...
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Oil Prices Rise as Israel Attacks Iran's Nuclear Facilities - What We Do
YTD our absolute return strategy is up 12,0% Oil Prices Rise as Israel Attacks Iran's Nuclear Facilities - What We Do Friday was marked by panic...
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Real Asset Chartbook Week #11: Digging Deeper into the Charts
We will be very interested in what happens to the number of traders on the short side. With futures, small moves are magnified by leverage; as...
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The Drill Extra – Israel strikes Iran
Morning. We have another round of Israeli strikes on Iran just as we have seen repeatedly since October 7th and the beginning of the Gaza...
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