Energy Cable: A new supply side crisis brewing in Nat Gas space?
The natural gas trade has started to move in recent weeks as the supply side looks constrained again. While the current situation doesn’t exactly...
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Steno Signals #101 – Introducing the Washington DC Crypto Put!
It’s been a break-through week for Crypto bros in many ways. First, the SEC made a massive u-turn and approved the spot ETH ETF and then Donald...
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Portfolio Watch: Trading the next of the rolling melt-ups
Welcome to our weekly Portfolio Watch. We have had a decent week as our short bet on Utilities has started to deliver, while a continued long bet...
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Inflation Watch: Freight rates to reach 2022 levels impacting goods-inflation?
Freight rates are rising rapidly again, and no news (from Gaza) equals bad news for those hoping for lower goods-inflation. Rates on benchmark...
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Great Game – What will Raisi’s death mean for Iran’s future and the Middle East?
Welcome to this week’s Great Game after an eventful week in Geopolitics. This week we cover four topics: Iranian President Raisi dies in helicopter...
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