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BɅRTON

@Barton_options

27 Jun

1/ Talked with a CVS minute-clinic nurse practitioner at Austin today.

She mentioned that lately nearly than 50% of the COVID positive tests are coming from fully-vaccinated folks (asymptomatic or mildly symptomatic, e.g. a sore throat), who are accompanying a sick relative.

2/ The underlying dynamic is potentially that one unvaccinated person gets COVID, and then turns every vaccinated persons in the household asymptomatic spreaders for a couple of days.

3/ Before the arrival of the doubly-contagious delta variant, this issue was not too concerning.

But now, this summer is going to be "interesting".

Read 4 tweets

BɅRTON

@Barton_options

13 Jun

1/ CBDC vs crypto = commercial banking system vs. shadowing banking system.

There are two somewhat decoupled bank systems, where money/credit creation are somewhat independent.

2/ We have the commercial banks that issue loans to household, business & government

money creation is mostly done via term loans, and its supply affects consumer price inflation in goods & services.

CBDC is in this realm.

3/ shadow banking system, loosely speaking, has to do with financial assets (tradable securities).

Money creation is done via a hybrid of term loans (UST, corporate bond) and callable loans (margin debt, overnight repos, derivatives)

Read 8 tweets

BɅRTON

@Barton_options

10 Jun

Thursdays will be the day of the week to see the biggest rise in RRP balance.

We are going to see $25+Bn increase today. Wait for it.

This trend should continue into the week of June 29th, when Tuesdays would have a chance to exceed Thursdays (according to Treasury's current pattern).

$32Bn RRP balance increase today, like clockwork

But.. RRP is still lagging behind the reserve injection by a little bit.

Read 4 tweets

BɅRTON

@Barton_options

9 Jun

Bot 2-year worth of fish oil today at Costco to hedge against the Japanese release of Tritium-rich Fukushima waste water into the Pacific.

Data and reasoning in a blog post later..

fish oil in the shop today is probably made 2-3 months ago from salmons caught 4-5 months ago... so it's still relatively safe.

after 2-3 years, the released tritium should be spread over the world, either being diluted enough to be safe, and/or there is nowhere to hide anyway

fish oil gets oxidized (bad for your health) over time at room temperature.

freezing it should slow down the oxidation process by a lot. so they are going into the freezer now.

Read 8 tweets

BɅRTON

@Barton_options

2 Jun

$AMC high so far was near $73 because that was where the highest strike was this morning.

if all the calls were ITM, there is nothing left to squeeze.

All that is left is to take profits.

a hour ago, a MM started to offer strikes up to $120.

If sufficient OTM calls are bot there in the afternoon (need to be in large quantities to exceed existing ITM call OI), there is room to go up.

Otherwise, profit-taking time (meaning AMC stalling then grinding down)

Read 4 tweets

BɅRTON

@Barton_options

24 May

2020 SOMA annual report is worth the wait!!!

so good

These people's productivity increased by 200% once they started to work from home . 🤣

There is a covert Operation Twist hidden here. Will explain how it works and the magnitude of it in a fed.tips article hopefully this weekend.

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