Authors BVDDY
Let’s do an update and go through some exciting developments. In short, the picture for NatGas continues to improve from all angles.
A thread.
Time for a thread about US NatGas and why it will surprise to the upside...
— BVDDY (@BvddyCorleone) October 22, 2020
There\u2019s an exceptional opportunity setting up in the energy space, in particular for US NatGas and related equities.
I\u2019ll explain the setup in this thread and also reveal my top pick. \U0001f920
Here’s a ‘Master Thread’ of my main write-ups this year.👇
First, a special thanks to all the brilliant people I’ve met & learned from on Twitter. To name a few:
@profplum99 @hkuppy @Convertbond @contrarian8888 @jam_croissant @pineconemacro @verdadcap @WayneHimelsein @LT3000Lyall @HFI_Research @SahilBloom @coloradotravis @SantiagoAuFund
Why Inflation Will Kill the Ponzi Sector and Catalyze the Growth/Value Rotation,
9/19/2020
Why Inflation Will Kill the Ponzi Sector (and Catalyze the Long-Awaited Sector Rotation from Growth to Value)...
— BVDDY (@BvddyCorleone) September 19, 2020
A thread.
This topic was a black box to me a few weeks ago. I will try to crystallize what (I think) I now understand.
Why Fund Flows and the Shift to Fiscal Stimulus Will Drive the Rotation,
10/8/2020
1- For the record, I\u2019m most convinced that the 2 primary drivers of this sector rotation will be i) fund flows and ii) the shift to fiscal stimulus. https://t.co/TQ2mUwHJhg
— BVDDY (@BvddyCorleone) October 8, 2020
Inflation, Rising Yields, and Risk Parity: The Biggest Danger in Finance,
10/10/2020
Why the Biggest Risk in Finance is Inflation (and a rising 10Y Treasury Yield).
— BVDDY (@BvddyCorleone) October 10, 2020
A thread.
Hint: it has to do with the ubiquitous Risk Parity framework.