Beginner question, when talking about the CADJPY trade and saying “even if it doesn’t hit 20%, as the market probability closes in you can monetize this trade”. How would one monetize the trade, what is the mechanism?
What is the easiest way to figure out the 90d rolling average correlation between two asset classes? I'm very interesting in coming up with easy way to check out TLT versus SPY but not sure how. Thanks.
Great video thank you! I sold today my SOXL positions. I am very confused about about oil stocks. Do you think the recession is imminent and demand destruction on oil will bring it down further? Or Russia embargo and supply shortages will keep the momentum for Oil companies (they had a nice pullback recently and I bought some there)? Thanks
Thank you for a very helpful content. Money market funds transfer the money over night into the repo market. Could you please tell us if there are any hidden risks in keeping money in money market funds? Thank you
Great segment . Wondering wouldn’t buy Japan stock on a Canadian $ etf non currency edge be a good way to play this trade of a yen strengthening vs the Canadian dollar ? Thx
Why do you think FED cuts rates as fast as you say. Every evidences show that they should push it higher regardless of unemployment stats for couple of years. 😵💫
That's one approach but alternatively you could do research on what has the biggest probability of growth and the 'art' is redundant. I did my research which indicated the risk reward for crypto is by far the greatest and I'm pretty sure I've made 10x of what 'portfolio artists' managed to squeeze out of the market. Bonds are crap btw.
Thanks!
Great break down! Really appreciate the level of explanation of the thought process
Grande Alf! Sempre interessantissimi i tuoi video e podcast. Grazie mille per tutto quello che fai!
Thanks very logical sound advice
MacroAlf!!!! Thanks again bud! Appreciate it!!
Excellent work ALF wish I found you earlier!!
Hey! Any books you would recommend to learn to interpret or at least understand macroeconomic inputs on the market?
Beginner question, when talking about the CADJPY trade and saying “even if it doesn’t hit 20%, as the market probability closes in you can monetize this trade”.
How would one monetize the trade, what is the mechanism?
I was wondering the same!
What is the easiest way to figure out the 90d rolling average correlation between two asset classes? I'm very interesting in coming up with easy way to check out TLT versus SPY but not sure how. Thanks.
Great video thank you! I sold today my SOXL positions. I am very confused about about oil stocks. Do you think the recession is imminent and demand destruction on oil will bring it down further? Or Russia embargo and supply shortages will keep the momentum for Oil companies (they had a nice pullback recently and I bought some there)? Thanks
Thank you for a very helpful content.
Money market funds transfer the money over night into the repo market. Could you please tell us if there are any hidden risks in keeping money in money market funds?
Thank you
Italiano grazie Alfonso
Great segment .
Wondering wouldn’t buy Japan stock on a Canadian $ etf non currency edge be a good way to play this trade of a yen strengthening vs the Canadian dollar ?
Thx
Explain your shirt please!
From SuperMario to SuperAlf in the making it took just a couple of generations
Why do you think FED cuts rates as fast as you say. Every evidences show that they should push it higher regardless of unemployment stats for couple of years. 😵💫
Great the,e. But also. Dam Alf. U are succinct AF. If bankers had flo.
ITR Economics forecast a pick up in INDUSTRIAL Demand in 2nd half of 2023....
In 2019 ITR ECONOMICS forecast a RECESSION and SLOW DOWN in USA in 2022.....(see youtube)
Thanks
Louis0978
Candid experts with good solution to crypto failure like Louis Chung should be celebrated, I appreciate his good work for sure
central banks don't poop money
Risk management. Buy some books or trainings on now to manage trading risk.
That's one approach but alternatively you could do research on what has the biggest probability of growth and the 'art' is redundant.
I did my research which indicated the risk reward for crypto is by far the greatest and I'm pretty sure I've made 10x of what 'portfolio artists' managed to squeeze out of the market.
Bonds are crap btw.