DCP
@Dcpcooks
Dad & PaPa, Ex CME local, Eurodollar guy, MBS during the GFC. Small biz owner
I’m done with twitter I have other goals and fights It’s personal and I love you all Be fabulous
Reactions to Bill issuance is gonna be fun, they likely need to issue at record levels to account for the drop in payments post Q3. You should take some time and read @Johncomiskey77 substack that dropped today. Well worth $25 a month. I subscribed Es is trading like it’s…
📚 @CMEGroup Education on PiQ Suite 📚 Explore courses to refine your understanding of futures and options products. Browse self-paced courses and pathways to guide you through your journey into derivatives. Find out more → m.piqsuite.com/feed/cmegroup-…
Got my first Black Sabbath record the summer before freshman year in HS circa 1978. Kinda blows my mind how fast time flies as you reflect
This performance feels so different now. Like he was saying goodbye to the world. RIP Ozzy.
U.S. Equities Valuation via a rare Maverick Chart for 10,000 words - 3 key CAPE (Cyclically Adjusted P/E) measures and related drawdowns: 👉 S&P 500 CAPE (Shiller) = 37.81 = an inch from crossing 38 = only the 3rd time in history & now higher than 98% of historical valuations…
S&P 500: Consecutive Days Above 200-Day Moving Average - added also the S&P 500 price/level: 2020 = 179 days 2021 = 392 days (madness times) 2022 = 9 days (bear market came to town) 2023 = 248 days (bear market usual recovery) 2024 = 290 days (‘we are so back!’) 2025 = 335 peak…
113.31 was the low on July non farm Bonds are discounting the jpow drama and tariffs now