Today is a helpful reminder to avoid drinking booze on work nights. Earlier today I bogged myself in a series of hazardous trades and now find myself down 100bps. I had to sell everything in order to get a clean slate. I walked the dogs, hedged some bushes, and now I believe I see the market better.
JUST IN – German benchmark year-ahead power price hits €1,000 per MWh. pic.twitter.com/TqX5EYTGiR
— Disclose.tv (@disclosetv) August 29, 2022
We are most likely going to CRASH THE FUCKING CLOSE and as I write this my hands are still trembling from the hedger that was reverberating in my hands for the past 30mins or so. NEVERTHELESS, I am now long a pastiche of energy plays, an ag, and have a general disposition to bet on inflation and against Cathy Arc.
The important and salient point of this blog is to communicate my truest thoughts about the markets and it is, without question, one of a foreboding narrative. I got worked up earlier today and saw the markets through Apple Jack’d color glasses but that has since washed away after 10 or so glasses of water.
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Geez Vlad, that pic looks like it’s right out of Libs of TicTok