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Commodity Weekly December 5, 2021
- Here’s the new Commodity Weekly
- Quite a lot of big moves last week and most of the moves were down
- Some are getting oversold and some might still have potential lower
Thomas Thornton
Former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.
Our goal is to add something to one’s own process through our lengthy market experience. We are known for our work with market sentiment as well various technical indicators we use each day in our risk management process.
Bad Santa?
- Will Fed Chairman Powell be “Bad Santa” or “Good Santa” this December?
- So far he’s been playing “Bad Santa”
- Markets have been at critical levels and with today’s action my conviction of lower levels is increasing
- Have a great weekend and thank you for all of your continued support
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First Call December 3, 2021
- US futures are up about 0.25% ahead of the jobs data
- I’ll have today’s Daily Note out by noon
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Critical Levels
- The markets, sentiment, internals, and credit spreads are at critical levels
- I’m going over a lot on today’s note and making some changes on the Trade Ideas sheet
- Covering TGT and XLB both with gains and adding a new long and short
- And let’s not get piggish on our HOOD short and puts, take some gains
First Call December 2, 2021
- US Futures have been bouncing between positive and negative today
- Apple tells suppliers they have a demand problem with the new iPhone – recall I said this would happen
- Crude sentiment is low and it’s oversold however I want to see some stability before making a call to buy
- Check out on the site the Momentum/Retirement guide as most ETFs are firmly in the sell zone
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Mild Symptoms…Really?
- This market does not have “Mild Symptoms” as it looks pretty sick
- Remember when David Tepper said he didn’t like ANY market?
- It’s still OK to reduce risk, raise cash, hedge as things could get worse
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