Discover and read the best of Twitter Threads about #cot

Most recents (6)

Since the recent event with arguably the largest echo was the #FOMC decision, it's called - what else- "The Pause That Refreshes"
#FederalReserve Image
The first thing to notice is that goods prices have broadly stabilised and volumes are fairly flat - in other words, #NGDP has ceased its torrid pace of increase. Service prices are still elevated but #payroll cost increase is slowing.
2/n Image
The #ISM #PMI showed an uptick but is still below 50 which implies that revenue growth is NOT about to accelerate again. Again, slower #inflation & flatline volume = an end to the boom, but not yet a bust.
3/n Image
Read 15 tweets
Divonne-les-Bains : Karin Schneider, l'insolente qui fait du vin ...
Elle réfléchit déjà au vin qu'elle veut faire l'année prochaine, certainement avec du raisin en culture biologique ou en biodynamique.… #biodynamie
Le Hofgut Rengoldshausen célèbre 800 ans de ferme et 90 ans d'agriculture biodynamique. Depuis la fondation au XIIIe siècle, une ferme progressiste s'est développée et les femmes sont toujours influentes. #Biodynamique…
Château d’Estoublon: le jardin provençal du couple Bruni-Sarkozy Depuis longtemps conduite en agriculture biologique, les vignes se voient appliquer les principes de la biodynamie depuis quelques années.… Image
Read 1517 tweets
Carry-over-trades-#COT and #rollover of hedged positions using derivatives or bank loans provided to borrowers are two terms often regularly confused with one another in practical life.
Students of Financial Engineering, and Treasury, in particular, should know the difference.
Actually, once you come out of the university/ business school, you come to realize that the market professionals, and financial dealers or traders, have their own technical parlances and lexicon.
What you learn in the book is not how it is done in the real world!
When I used to teach students or train experienced bankers and fund managers, I saw that they both have the same kind of mental blockades.
Both, struggle to relate theory to reality?
I am not an educational psychologist, perhaps, they can better answer this question.
Read 22 tweets
O tweet com id 1125866421316214784 de 2019-05-07 20:54:07 que falava sobre:
🇧🇷✌️ O Deputado Federal Nereu Crispim recebeu nesta segunda-feira (06), em seu escritório de Porto Alegre, a visita do Vice-prefeito de Guaporé, Adalberto João Bastian

#NereuCrispim #Guaporé #Prefeiu...
O bot tentou arquivar o tweet nesse link:
Read 1881 tweets
In preparation for my slot on #SquawkBox yesterday, I sent the guys a few slides as a synopsis of my last, detailed subscriber report for the discussion.

I called it #Pyromania. Feel free to take a look


#macro #bonds #commodities #dollar #inflation #centralbanks #fiscal
Is it possible to overkill an act of overkill? #JeromePowell & #JanetYellen seem set to let us find out.

Not that they're alone in their folly, of course. The #ECB is outodoing them handsomely, while the #bankofengland is breaking records stretching back to its founding, 327 years ago.
Read 10 tweets
if our beloved $SPX tanks 20-30% from here, I would post a looooong BTFD list 😉

stay tuned.

it is coming 🤣
$USD up
$VIX up

$USD up
$VIX up
$SPX down

the correlation between $USD and $VIX > 50%,
since March

If USD == up and SPX == up

if USD ~= 85:
sky is falling 🤣

Plus $JPY correlation, Image
$VIX up

$VIX up
$SPX down

$JPYAUD and $VIX correlation > 60%

$JPY up
$VIX up
$SPX down

super leading indicator.. 👌🧐 Image
Read 176 tweets

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