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drewg__'s profile
drew
drew
drew
@drewg__

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drew

@drewg__

electronic trading technologist, illiquid commodity futures enthusiast, hedge fund/HFT apologist, big idiot

NYC
Joined April 2009

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    1. George Pearkes‏ @pearkes 30 Nov 2020

      Typically industrial vs precious metals track yields pretty well. Taken at face value*, copper/gold suggests ~2% 10y yields or a fully normalized world economy. *careful with thispic.twitter.com/XMh48ZAwlj

      15 replies 17 retweets 118 likes
      drew‏ @drewg__ 4 Dec 2020
      Replying to @pearkes

      Does gold/lithium produce a similar result?

      6:31 AM - 4 Dec 2020
      2 replies 0 retweets 0 likes
        1. drew‏ @drewg__ 4 Dec 2020
          Replying to @drewg__ @pearkes

          Lithium/gold** whoops

          0 replies 0 retweets 0 likes
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        2. New conversation
        1. George Pearkes‏ @pearkes 4 Dec 2020
          Replying to @drewg__

          pic.twitter.com/Sy6gDoO16Z

          1 reply 0 retweets 1 like
        2. drew‏ @drewg__ 4 Dec 2020
          Replying to @pearkes

          I'll be damned, I wouldn't have guessed the correlation was that tight. Looks like a lower implied rate in any case, although I'm hesitant to say battery factories getting online represent the whole economy lol

          0 replies 0 retweets 0 likes
          3. End of conversation

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