The Daily Leaf #003

Llamaleaf
2 min readDec 4, 2021

The Daily that Isn’t |Retail Options, Rising Tensions, and space crap.

RETAIL

NSADAQ: retail was 30% of options volume pre-2020, now composes ~70% of options volume..

WEIRD

Colombia seizes hundreds of tarantulas and insects bound for Germany.
232 tarantulas, 67 cockroaches, 9 spider eggs, and a scorpion with 7 baby scorpions seized.

RISING TENSIONS

RUSSIA/UKRAINE

Planning stages of Ukraine offensive.
175,000 troops will deploy to Ukraine border; half already deployed.
Russia : Ukraine cannot be allowed to join NATO.
Ukraine : “large-scale escalation” possible in January.

ISRAEL/IRAN

Explosion heard near Natanz nuclear facility. Iran claims air defense test.
Israel : Will use any means to stop development of Iran nuclear program.

CHINA/EVERYONE

Sec of State Blinken : Chinese Invasion of Taiwan would have “terrible consequences.
China increases domestic iron production to decrease Australian reliance.

CRYPTO

410K crypto accounts liquidated in 24 hours, totaling $2.6 billion.
$2.4b of crypto exposure, long and short, liquidated Saturday

COMMODITIES

Crude down 25% from peak. Trading @ 66.22.

Commodity price changes YOY
Coffee: +97%
Natural Gas: +62%
Gasoline: +56%
Heating Oil: +51%
WTI Crude: +46%
Cotton: +46%
Brent Crude +45%
Wheat: +39%
Lumber: +39%
Corn: +35%
Sugar: +27%
Aluminum: +27%
Copper: +23%
Soybeans: +7%
Gold: -4%
Silver: -7%

MACRO THINGS

THE GROWING PROBLEM OF SPACE DEBRIS

RUSSIA TESTS ANTI-SATELLITE MISSILE

Created 1,500 pieces of orbital debris, and >100,000 smaller pieces of debris.

27,000 pieces of orbital debris tracked by the DOD Space Surveillance Network. Debris travels 15,700mph — 34x faster than a jetliner.

STARLINK SATELLITES
GPS SATELLITES
THERE’S A LOT UP THERE

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