@PGMGO Profile picture

PGMGO

@PGMGO

A commodities, hard assets trader, who makes observations and provides opinions on major news events that could move markets

Joined April 2008
Similar User
Stock Warrants photo

@StockWarrants

A Hedge Fund Manager photo

@PerfectlyHedged

Mining Stocks photo

@miningstocks

Bret Furgason photo

@furg2000

Tamsir NDIAYE photo

@tamsir101

YancyFX photo

@YancyFX

川獺 photo

@hft23vsh5

PGMGO Reposted

🫡

Tweet Image 1

PGMGO Reposted

Every day close to $100WTI (in Canadian dollars) is a great day!!!

Tweet Image 1

PGMGO Reposted

How about 69?

99 Federal agencies is more than enough



PGMGO Reposted

EIA: “U.S. ethane exports to China rose 35% last year.” If only there was a well-managed shipping company I could invest in, which benefits from these secular trends. <cough>

Tweet Image 1

PGMGO Reposted

Yesterday, the Consumer Confidence Board released its consumer confidence survey. They randomly sampled 3,000 households and as questions on many topics. Since May 1987, they have asked their opinion about the stock market. In the latest reading, 51.4% said they expect it to…

Tweet Image 1

PGMGO Reposted

1/3 The MOVE (Merrill Option Volatility Estimate) measures the implied volatility on 30-day bond options from the 2Yr note to 30Yr bond. It is the "VIX of the bond market." Today it closed at a one-year high, suggesting the bond market is pricing in upcoming volatility.

Tweet Image 1

PGMGO Reposted

$STNG Q3 - $3.16 diluted EPS including gains - $1.75 adj diluted EPS - $675M net debt as of now - 40 cent Divi

Tweet Image 1

PGMGO Reposted

Just noting...#China #Liquidity

Tweet Image 1

PGMGO Reposted

Discussion with Michael Howell, founder of the Cross Border Capital group x.com/i/broadcasts/1…


PGMGO Reposted

I’m not a huge fan of consumer confidence survey’s. They don’t help in forecasting. However, isn’t it interesting that after 4 years of massive deficits and money creation consumer confidence has never come back to 2019 levels. Keynesians keep telling me that government…

Tweet Image 1

PGMGO Reposted

#DXY down? Our new venture into #forex AI-modelling using capital flow data. For info contact research@crossbordercapital.com

Tweet Image 1

PGMGO Reposted

Our latest GLI Global Liquidity Indexes for end-July released today. A taster... World Central Banks still adding fuel

Tweet Image 1

PGMGO Reposted

Climate alarmists tell us that heatwaves are becoming more and more common in the United States. 🇺🇸 But, that isn’t true. 🛑 ✋ A heatwave can be defined as a period of at least three consecutive days where the daily maximum temperature (Tmax) is at or above the 90th percentile…

Tweet Image 1

PGMGO Reposted

Remember, 198 House Democrats voted against the SAVE Act which ensures that only American citizens can vote in American elections. Why? They are perfectly fine with non-citizens voting in our elections.

If Democrats Want Proof Non-Citizens Are Registering To Vote, Virginia Just Found 6,303 Examples thefederalist.com/2024/08/08/if-…



PGMGO Reposted

If #US economy really heading for #recession, why are #Treasury term premia breaking out higher? Surely they should be collapsing!

Tweet Image 1

Should You Dare Criticize Kamala Harris... | Piers Morgan youtu.be/2-nUmJDgguY?si… via @YouTube


PGMGO Reposted

IYKYK...

Tweet Image 1
Tweet Image 2

PGMGO Reposted

The last time hedge funds were this bearish commodities, prices surged. Particularly oil.

Hedge Funds Turn Bearish on Commodities - For the First Time Since 2016

Tweet Image 1


Loading...

Something went wrong.


Something went wrong.