I think you're right about victory laps but there's nothing wrong with cheering when you've scored some points in the game! So you're currently enjoying the European ski season. The land of milk and money...and enough energy to stay warm! Have fun!
Great write up, thanks John. How do you see a re-emergence of the Euro energy Criss or winter 2023 and the market repricing no FED rate cuts for 2023 impacting USD.EUR?
I see some prominent Fintwit accounts expecting US bond yields to go up(you also) and USD to strengthen against the Euro.
You are leaning long Euro, so would be very interested to get you take?
Love footnote 3 about energy density, such a good point
Hi, I am a new subscriber and am trying to catch-up. Have you written/mentioned anything about any offshore oil plays? Thanks!
As usual, great piece.
I think you're right about victory laps but there's nothing wrong with cheering when you've scored some points in the game! So you're currently enjoying the European ski season. The land of milk and money...and enough energy to stay warm! Have fun!
Great write up, thanks John. How do you see a re-emergence of the Euro energy Criss or winter 2023 and the market repricing no FED rate cuts for 2023 impacting USD.EUR?
I see some prominent Fintwit accounts expecting US bond yields to go up(you also) and USD to strengthen against the Euro.
You are leaning long Euro, so would be very interested to get you take?
Thanks