'There can be no covenants between men and lions, wolves and lambs can never be of one mind'// Hedge like Jamie Mai, build like Murray Stahl//
Joined September 2021
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It was assumed that the US was in a structural change with it's privilege of global attraction to the USD however when we look at history these eras are never permanent. Historical events show even though money can be printed and financial markets can be controlled what cannot be
Holy @Mike_Taylor1972 getting zerod. That's why options exist.
$PCT Q3 2026:
Net income $6.9m incl $58.6m non-cash warrant gain
Revenue $2.3m, hit by Ironton issues & NJ delays
Ironton output 5.2m lbs, up 14% QoQ
NJ food-contact delay pushed ~50m lbs/yr into 2027
FY27 project spend seen lower than FY26
TldR;
I just get ideas from X and from other managers, just like you fintiwt anon 🤗
How to generate outlier investment ideas – interview with Harris Kupperman
How do you find stocks delivering 9x returns – and quickly dismiss flawed ideas?
Hedge fund manager @hkuppy shares his secrets.
📹 Watch: youtube.com/watch?v=HBKaI4sQ…
🗒️ Read: undervalued-shares.com/weekl…
ALT A masterclass in idea generation - interview with Harris Kupperman
To help with $abxx unfiltered and keep things even. On the ATB comfort call in June when @CommodMkt was screeching everyone is buying buying buying marked almost the exact period all insider buying stopped. Time will tell if there was actual MNPI that stopped them for the past 5 months.
Monday 11/2/26 @abaxx_exchange Volume 2,958 Lots
#AbaxxUnfiltered #Worldbuilderorbust
@abaxx_tech @abaxx_exchange @abaxx_spot
@abaxx_labs
Another month of paying the bills with the bread and butter. Still no idea what to do with this obscene sgov position, low on LT ideas.
The Au99.99 contract on Shanghai Gold Exchange saw volumes jump to 43 million lots last week, around 430 tons, the highest level since April. The contract represents physical deliveries.
bloomberg.com/news/articles/…
As a 29er maybe instead of complaining about net new shorts maybe complain about HH + fixed fee pricing
QatarEnergy has signed to buy 4 mtpa of US LNG from Cheniere through 2054
The volume splits 2 mtpa from Sabine Pass and 2 mtpa from Corpus Christi, FOB, priced at Henry Hub plus a fixed fee. Deliveries start in the early 2030s.
One mtpa of the Sabine Pass volume depends on FID for phase one of the SPL Expansion, which adds Train 7 and more than 6 mtpa.
Iranian strikes damaged Ras Laffan liquefaction, and QatarEnergy expects repairs to take years. One of the world's top LNG exporters is now a long-term US buyer.
Reuters reports QatarEnergy is also in advanced talks with Venture Global, which holds the largest uncommitted US volume by one consultancy's estimate.
Qatar's lost capacity is now helping underwrite the next round of US liquefaction FIDs
TLDR for certain readers:
Cross-jurisdiction issues still exist as export controls on advanced compute (EAR/ITAR), differing AML regimes, sanctions lists, and reporting obligations but they are handled by the FCMs that already know the end customers plus the contract design itself, rather than creating a central bottleneck or forcing fully bilateral KYC on every trade. This being the established global futures model where it reduces (but does not eliminate) friction relative to fully non-intermediated or pure on-chain systems.
As Ian articulated in his CFTC letter, much of that is to be worked into the claim-level receipts in contract design. Not sure how this is any different from the many nuances of KYC eligible delivery into bonded or duty paid warehouses, graded or regulated commodities, or any other aspect of contract design basis. Unless I’m missing something else in your question?
…but I guess it would be easier to just bypass all the messy real stuff and list unregulated offshore CFDs on someone else’s hard work of standardizing everything, “protocolize” the entire financial system into automated “hyper bucketshops” ;)
Commodity brokers are getting ready to trade AI compute futures ahead of the CFTC decision
ADM Investor Services, BGC Group and Nanhua USA are setting up to execute orders for hedge funds, traders and corporates, per Bloomberg.
CME plans two cash-settled contracts priced off Silicon Data's GPU rental benchmarks, which track hourly rates for Nvidia H100 and B200 chips. Each covers 730 GPU-hours a month.
The CFTC took public comment on compute futures from August, with a November 9 review deadline tied to CME's launch.
ICE is developing contracts on the Ornn and NativX indices. Nodal Exchange has partnered with Compute Desk.
Compute needs a hedge market for the same reason power did: buyers are signing multi-year capacity deals
If it's on linkedin 99% chance it's trash, this wasn't bad actually from Traf on metals supply chain complexity.
linkedin.com/pulse/why-metal…
Really good conversation about hyperliquid. @EpsilonTheory
would be proud with the narrative construction and the focus on protocols ability to improve existence of liquidity formation. Also interesting about the comments of agnostic state of what instruments settle directly referenceing physical commodity contracts. Probably worth watching!
podcasts.apple.com/us/podcas…
Brolin had a website on market signals back in the day, when they say never meet your heros God damn 🥺
Josh Brolin says he made more money trading stocks in 4 years than in 20 years as an actor
“I was day trading. I was swing trading and day trading. I made more money in those four years, really it was five years, but within four years, than I had made in 20 years acting”
“But I didn't really make hardly anything acting. I wasn't really working. I mean, think about it, dude. No Country, how much do you think I made from No Country? I had been doing it already for 22 years”
“That's pretty good. That was a good guess. One hundred. One hundred. So I cleared what, thirty? That's not considered a great year”
🤫 solid cc for @LeahWald as a chuckle between classes
