The ACD Method

we haven't seen a 20 handle on the vix since 10/31/2016 that is some
major compression, I blame Mav!

 

Hi all, going on the commodities theme, what instruments are you all using to get exposure especially to the lesser known plays such as industrial metals and etc?

GC, HG, WTI, Brent are straight forward, but unless you have access to LME(doable) or Dailan/SHFE(not doable) getting direct exposure is not so simple for coal/nickel/alum etc etc.

Are people here just buying the companies that mine them instead?

 

Markets rarely bottom on a Friday. Just sayin....

Sunday night black market special on CNBC!

 

Mark Fisher on the Fast Money Halftime Report today.

 

All the major themes I outlined before are all playing out as planned.

 

That Yen is getting awfully strong.

 

The Yen! Sorry, I'm repeating myself.

 

link to Fisher interview, oh and bonds, bonds, bonds, bonds,:

https://www.cnbc.com/video/2018/02/...aradise-says-mbf-trading-ceo-mark-fisher.html

 

It seems like everyone loves this relentless bid in US stocks - returns don't look so hot when ex-USD denominated...

 

You came out of the witness protection program? Welcome back!