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  1. bone

    the-hottest-hedge-fund-strategy-is-facing-an-existential-crisis

    How many don't bother to list in HFR's database? Especially since they won't bother with a fund with assets < $500M.
  2. bone

    Bears back finally? S&P drops to near 3000

    I've got several clients who went long NQ - short ES as a weighted spread, rolled it once, then got out. Which was early because channels, bands, and Fibo extensions only take you so far. :wtf: Relentless.
  3. bone

    CME futures market

    Our misguided OP was referring to the OTC penny stock market. The OTC derivatives market thrives - especially in fixed income and energy. And CME Clearport and ICE LCH clears but a small fraction of it. The OTC derivatives market is dominated by Commercials and Institutional Investors. Big...
  4. bone

    Bears back finally? S&P drops to near 3000

    They are crazy for the NASDAQ. Have been for months now.
  5. bone

    the-hottest-hedge-fund-strategy-is-facing-an-existential-crisis

    I would imagine that there are some HF's that are Long Tech and Short big Industrials and they are just smashing it this year. Long STIRS and Short longer dated Bonds on a weighted basis would have also been beast mode in the interest rate yield curve space. For a couple of months being short...
  6. bone

    Lumber is starting to look interesting

    I would never advise any of my clients to trade a market that thin. I’ve met a few lumber traders in the past and they were strictly OTC on the commercial side - the futures contracts were not liquid enough for them.
  7. bone

    CME futures market

    WTF. :confused: Q1 2020 volume was up 57% compared to Q1 2019 on the CME.
  8. bone

    What's the future of Crude (Brent)?

    Who hasn’t ?
  9. bone

    Nuclear Power Balls

    LOL, "not really"? Any wind project using farmland is going to have to pay well above cropland or pasture rates-of-return for the hailstorm of shit that farmer will have to endure from his neighbors and his community. For decades. These are small communities where everyone knows each other...
  10. bone

    What's the future of Crude (Brent)?

    If you are long oil you are de facto long the stock market. Expecting Brent to rally a further 61% is not realistic IMO as long as the world remains in economic recession. With Soleimani gone and the downing of a Ukrainian civilian passenger jet, Iran has been quiet since.
  11. bone

    US Treasuries (10y?) since June 1st

    What has Gold been doing since early June, and what did I tell you in my previous post ?
  12. bone

    Nuclear Power Balls

    Texas added almost 4,000 MW of Wind Power online in 2019. Which is very impressive. Paying farmers and ranchers considerably more for wind turbine site leases as compared to the crops or livestock alternative is smart.
  13. bone

    Nuclear Power Balls

    I'm not arguing, Sig, because as usual you make excellent, well thought out points. I personally believe that the US should be subsidizing renewables in a big way. But I would hesitate to say that renewables could compete with Natural Gas present day without subsidies. The Institute of...
  14. bone

    Nuclear Power Balls

    Probably not. Virginia has the "Clean Economy Act". Complete legislative and executive approval. Which puts pretty much the entire onus on the utilities to provide "clean" energy. Fantastic. And what happens when Dominion or Appalachian Power try to build a project or they contract with a...
  15. bone

    Nuclear Power Balls

    If you knew anything about WECC, SPP, and ERCOT you'd know how flimsy that statement is. We have disparate grids with weak interconnections. California, New England, and Texas all have had at some points in time negative pricing in the wholesale markets. It's somewhat rare but not unusual...
  16. bone

    Nuclear Power Balls

    You dismiss that point too quickly and conveniently for States that are densely populated or where there is real and legitimate public opposition and conflicts with existing land use. You gloss over "red herrings" for convenience. So trivial that it doesn't matter. That's a mistake. Right...
  17. bone

    Nuclear Power Balls

    Solar has come a long long way. The current panels are considerably better and cheaper than the old ones. Powering the US with just Solar and Wind is simply not realistic in terms of capacity factor, storage, and land availability IMO. The Southwest US is a different situation than the Midwest...
  18. bone

    Nuclear Power Balls

    690 Megawatts using 7,100 acres. Includes four hours of storage using lithium ion batteries. NV Energy will pay an average of $38.44 per megawatt-hour for the combined output of the solar panels and batteries at the Gemini project under a 25-year contract. The Trump administration has...
  19. bone

    tesla a car company worth more than toyota.

    Volkswagen has a Sea of electric I-series cars built and sitting in lots - all with a myriad of software issues.
  20. bone

    Stop Losses are killing me

    They are essential for swing trading. And a couple of millionaires who took me under their wings in the Pits would disagree with you about scalping without a stop loss :wtf:
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