Written Sources


Here is a list of my favorite sources for written content:



























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I am Groot

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  Didn't have too much time this weekend to think about what happened this week, but I do know it’s more of the same. Earnings Season kicked off with great earnings from the major banks led by Banking & Trading. SEC looks close to approving America’s first Bitcoin ETF. It’s not a full blown spot fund, but futures are better than nothing, right? The Port of LA and Long Beach are now running 24/7, because as we’ve highlighted things are backed up. Energy prices are still trending higher. Yields are up indicating some think inflation is going to cause rate hikes sooner than later. All this and the US equity markets and most major global indices were up decently last week. This is where my title comes from. ‘I am Groot’ it’s all it says, but it’s interpreted as different things by Rocket and others that “understand” him. This is how I feel the market reacts to data at times. It looks the same, sounds the same, but certain people act differently and make a ton of money. This week we...
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Things That Make You Go Boom

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  According to the Owlcation site , Chlorine Trifluoride is the number two most dangerous chemical known to man. Why did I choose the number vs. the number one. Well, man has actually tried to use this. It was discovered by Nazi scientists during WWII and they found it too unstable. The US tried to use it, but it spilled and melted concrete and created a hole a few feet deep. It’s basically the most explosive thing on the planet . It will set fire to basically anything it touches. So why am I going down this chemistry rabbit hole, well it rained almost the entire weekend, but also because we saw one of the deadliest trades come into play again last week. There are a couple of examples, but this widow maker trade, natural gas futures reared its ugly head again.It famously put Amaranth Advisors out of business . Volatility was the story across many markets last week. Equities, Treasuries, Crypto but energy and natural gas was wackiest of all. I’ll touch on this further below. Frida...
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Stupid is as stupid does

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  Last Monday’s media coverage was divided between Elon’s SNL appearance and a major pipeline shutdown causing people to freak out. Elon slowly yielded to the gas shortage on the East coast due to the Colonial Pipeline shutdown. As some of the pictures hit social media, the lines and people at gas stations along the east coast became a circus. Here are some of the best/worst I saw. One thing to note, the picture of bags is apparently from 2018, but the fact that a government agency had to send this out tells you all you need to know. This whole pipeline disruption intrigued me and I read a lot of articles on it over the week. These four are some of the better ones I read that highlight the whole problem and it’s possible knock-on effects. As you’ve seen from the pictures above, we cannot seem to control ourselves as Americans. US fuel pipeline hackers 'didn't mean to create problems' Gasoline demand spikes in several states after pipeline hack Colonial Pipeline reportedly p...
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