21 Comments

I always love to read your notes. You are brilliant yet deliciously irreverential.

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ha thank you sir! Very kind

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16000 too is a multiple of 4 so....

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good point:/

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I wonder if following positioning is the only edge on should focus on..e.g. I don't care about posish but focus on price-to-value...basically, there are some CHEAP stuff out there 🦉

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I really appreciate your “trading style” 😊👍🏻

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I left a comment on your China play note

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Smooth!

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Put in a small $NVDA put spread at the close yesterday. Why? Because.

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🙏👍

The junk category (bio/Russel) do you believe there can be chase/more upside until end of year? Or maybe Thats a trade for next year.

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Bro that meme is bet

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I bookmarked "ShrubTack". Im all in.

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Thank you. The only real opinion which actually explains why. Love your stuff!

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Thank you! Love your insights and thoughts.

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Enlightening and Entertaining Especially from Emperor Shrub

4es there

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I loooove that meme template 😅

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“ take a bet against the greed of the chasers and against any de-risking flows.” Sorry, my English is not good, but the way I read this is that you want to short the fomo but than also to go long against people take off their profit too early.

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I just realize your plan is to follow the seasonality: mini dip and then Santa rally

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Good idea, VIXN at 4 year lows

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