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    • squawk replied Mar 10, 2017

      Pulled out of all my AC trades for weekend, not working at the moment. Just did not have the follow through. Probability of interest rate hike in Australia by end of year has been radically repriced to 50% since RBA concern over housing. Will re ...

      Mr. Scott's Crayon Thread
    • squawk replied Mar 9, 2017

      Two areas I can see a buy on AN with the bottom level being the preferred. Iron Ore and Coal futures really coming off this week. AUD shorts on AU and AC still preferredl. Iron ore dropped under $90 a metric ton this week amid surging seaborne ...

      Mr. Scott's Crayon Thread
    • squawk replied Mar 7, 2017

      This is from Hedgeye url The data is there and spiking all over the place but for me a look at history will show mostly that both, Commodities and bonds turn 6 to 12 months prior to correction in equities. This is rational argument based on ...

      Mr. Scott's Crayon Thread
    • squawk replied Mar 7, 2017

      Iron Ore prices still coming off. I agree with this guy to a point and think we will get a response just like Coking Coal. There is over supply of steel and that has to re-balance sooner or later with increase offshore production ramping up. My ...

      Mr. Scott's Crayon Thread