Mark Hulbert, Wall Street Journal, has a nice piece on gold, here… He quotes the excellent Campbell Harvey: ”Gold is only a good inflation hedge
Nervous S&P Traders… Bloomberg
What other kind are there? Lu Wang discusses recent strategies using options in the S&P 500 market, here… Referring to the “buy/write”
Economic Indicators… Calculated Risk
Here are two economic indicators from Calculated Risk that indicate robust gasoline demand, not so for jet fuel, as compared to 2019…
Jim Simons quote…
This is true: “If you make money, you feel like a genius. If you lose, you’re a dope.” — Jim Simons Novel Investor summarizes Gregory
Coal is a Gold Mine… WSJ
Joe Wallace and Rhiannon Hoyle, Wall Street Journal, have an excellent piece on coal, here… ”Miners are printing money from a business many are
Carbon pricing, risk… Bloomberg
Will Mathis, Bloomberg, writes about a trader’s long term experience in the EU’s emissions market, here… I especially liked the Risk Don’t (apologies
Options update…
Oct/Nov +$3.00 calendar spread calls traded 2,000x yesterday, settling at $.02…. Oct/Nov is around $.60…
Bonds and Inflation… The Irrelevant Investor
Michael Batnick, The Irrelevant Investor, looks at bonds and inflation in a recent post… ”In a world with so much money, buyers are as important as
Who knows?… Slate
Jordan Ellenberg, Slate, on who to listen to, here… Now I’m old, I’m 30, and I started to realise that all those people who say they know, they