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jam_croissant
1/x Iâm going to do this early & keep it short today... EVERYTHING FROM YESTERDAY STILL APPLIES, but Iâll add a little more texture here. Tomorrow morning is vixperation. Which
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1/x The market continues to try & shake out weak hands from overextended positioning by both HF & Retail...After a strong Vanna run up overnight, as expected, retail exuberance exploded
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1/x The predicted correction in time & price continues. Fixed strike straddles once again weâre down $11-$5 today, & although the tape did recover late w/ some remaining OpEx Vanna
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1/x It took an extra day & an extra whipsaw to lose the weak longs, but as I reiterated yesterday, & as you saw again at EOD Fri + now
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1/x So why did this extreme rotation happen the last 2 days? The benefits to economic growth for value stocks is obvious.BUT WHY A ROTATION & NOT A BROAD RALLY?
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1/xTodayâs market action was generally constructive as WE GOT THE CORRECTION IN TIME WE PREDICTED... That said, we continued to have a nasty rotation beneath the surface, which has kept
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1/x OUR ANTICIPATED PFIZER NEWS CAME SOON POST ELECTION, AS PREDICTED ... But, as is often the case, positive prospective news can serve the market better as a rumor then
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1/x The outlook was indeed promising yesterday... As posted, we were able to monetize our long deltas & short Vega this morning at the 3508.5 level. Good thing, b/c, as
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1/x Post election Vol compression w/ massive Vanna flows Rally & hold above the 20 day on close Dec/Jan election hump flattening some, but still has room to
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