Comments
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JUnable to open on my iPhone. Any suggestions?
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JKThere is just one point that I am getting stuck on here. At 2mm bpd crude imports at $45 works out to 33B per year flowing out of the US. This is an order of magnitude less than it was at the time of peak oil prices. So, in my mind, a fall in oil prices from here would be rather inconsequential to FX. What am I missing here?
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MSHi Raoul, you posted this on Twitter Friday’I dunno, but Im thinking that central bank coordinated cuts might be coming. 1998 was all about that (different circumstances). If it happens, fixed income will sell off sharp, then explode... forewarned is forearmed. Make sure your risk is manageable and you have ammo to add.’ If true wouldn’t this send ZT calls ED calls higher?
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APMilton, cannot watch the report
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dmAll other reports had a download button ????
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BSSo cogent. Love it. Raoul-at some point, could you discuss your approach to dealing with risk / hedging as you step into this? I believe it will be very tempting to lever up as this starts to play out. How do you hedge for tail risks / volatility for this roller coaster, assuming you're taking on leverage? Do you avoid holding significant leverage in FX over the weekend or other closed periods? What leverage ratio are you comfortable with? I think answering some of these questions will help the MI community significantly. Thanks!
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JMNot able to open either report on my cell
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mlStill can’t open properly
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FWhile very convincing but I wonder why currently with a failing oil price the dollar is falling.
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JQAn update on curve trade pls =] mega steepening to come? First comes bear steepening next week?
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MRHi All, we have identified an issue that is affecting mobile usage and are currently in the process of fixing it. In the meantime, it can be viewed on the desktop.
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CSI can't view it on my desktop which runs on an Ubuntu operating system. It says a special plug-in is required.
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LHI can’t read or download the report in my iPad. Hope it’s not important, I have no computer until end of the day
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SHAny update on our ED trades? Now ITM on the Dec 20 90 calls and rapidly closing in on the Dec 21 99.325 and 99.5 calls. Time to trim back or double down?
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CEWhen I click to read the report, nothing shows up. Not fun.
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GPCan we make this full window like before? The small window is just too small. We can download which fixes that, but just my 2c. Thanks
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JKJulian, looks like we’re getting stopped out of GDX this AM ...? Time to let it go .. ?
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wjgood call Guys last time. I am up 150%. Although S&P short i did a short and a long call to start with as it was going through the roof.
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KAHi, I realize you're still figuring out the new format, but I can't see the scroll bar on the side of the "window" of the report. And, the window is only laptop size. I'm seldom actively trading on my laptop. I use desktop w multiple screens, so it's kind of annoying not be be able to get a bigger "window." let me know if there is a simple fix I can make on my desk top. Thanks.
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CSCan’t open
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WWCan’t open report
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KCI am having trouble accessing the pdf.
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dmHow to download this report ???