Capital Misallocation
@BenBrey
The Jim Morrison of Finance: Traffic in Macro / Markets / AI / Memes / Music / Philosophy / Co-Host of Benny & The Squirrel / Building
800 Following 11K Followers
Energy ripper, hawkish Fed hike, Ueda hiked yet the beachball resumed its tendency to float up, and rates volatility was let’s say … Elevated.
Benny & The Squirrel Ep .88 - “Running the Gauntlet!” Is live. We recap the events of the last 3 trading days that was the occasional Gauntlet of 2:30pm EST on Wednesday Fed presser to BoJ to options guys adjusting their books by the close on Friday.
Golf clap 👏🏻 to my partner @SquirrelMacro for jumping on after 30 hours of travel to London!
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Oil is $101. The guest on tonight’s show is talking $240 crude before this cycle is over without saying Iran as a premise once.
Benny & The Squirrel Ep. 87 - “Oil to $240” with Rob Connors (@crudechronicle) is live - Enjoy!
@SquirrelMacro
via @YouTube
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Unmissable Sunday show doesn’t take holidays!
In Ep. 84 of Benny & The Squirrel “The XMAS Tree of Death”, we discuss two major assets that each currently sit on opposite sides of the formation that ironically are both in middle of their ascent / descent.
Enjoy!
@SquirrelMacro
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Whoa - did anyone else realize that Elon is paying 6.00% interest for putting money into X/Twitter money? I was gifted $25 and saw that extra 3 pennies and was like WTF?
I am not going to go down the rabbit hole of why he’s offering that or the credit risk but thought it was worth flagging.
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