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 🦉
“ 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.
I always love to read your notes. You are brilliant yet deliciously irreverential.
ha thank you sir! Very kind
16000 too is a multiple of 4 so....
good point:/
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 🦉
I really appreciate your “trading style” 😊👍🏻
I left a comment on your China play note
Smooth!
Put in a small $NVDA put spread at the close yesterday. Why? Because.
🙏👍
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.
Bro that meme is bet
I bookmarked "ShrubTack". Im all in.
Thank you. The only real opinion which actually explains why. Love your stuff!
Thank you! Love your insights and thoughts.
Enlightening and Entertaining Especially from Emperor Shrub
4es there
I loooove that meme template 😅
“ 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.
I just realize your plan is to follow the seasonality: mini dip and then Santa rally
Good idea, VIXN at 4 year lows