Monkey’s Market Minute w/c December 19th, 2022

These are just snapshots of the Monkey's Market Minute daily newsletter. Subscribe to TFM on GiveSendBro or Subscribestar to access the entire content.

Disclaimer: Never take investment advice from strangers on the internet, especially monkeys.

December 19h, 2022

The only natural gas news I could find was an article praising Germany for the speed at which they constructed their offshore floating LNG platforms, but this is BULLISH for US natural gas because fewer bottlenecks in Europe’s ability to import LNG means the price between US and European natural gas can begin to find equilibrium. […]

December 20th, 2022

The first culprit is our old friend “muh recession, muh demand destruction”. Sales data is horrible and investors are fleeing to cash on the expectation that inflation is over because of reasons. Again, the fact that the normies have been wrong for this long hasn’t phased them. They’ll continue to push the same failed narrative until they either go broke or reality catches up to them, whichever comes first. Eventually, the economy will have a crisis, so they may be right someday I suppose. […]

December 21st, 2022

Let’s go over some fundamentals because things have become even MORE bullish than they were only 24 hours ago, which makes the gamma squeeze even more ironic. Anyway, all good things must come to an end, and now we return to our regularly scheduled stagflationary energy crisis, already in progress. […]

December 22nd, 2022

As predicted, the EU gas price cap is being dismissed as “easy to dodge” at best, meaning that it will not be impactful, and may lead to less LNG supply for the EU at worst. This was little more than a symbolic gesture to pretend to “do something” about high gas prices, and now that I’m not the only one saying it, hopefully, it begins to catch on. […]

December 23rd, 2022

So what’s happening, specifically with natural gas? Why are we watching natural gas go from $7 to $5 in the middle of winter, during an energy crisis, during a polar vortex “cyclone bomb”? UNG has gone from $21 to $16 during the same period. […]

Subscribe to TFM on GiveSendBro or Subscribestar to access the entire content and receive daily updates.