signal-du-jour · Mar 12, 2026

Signal du Jour — Short Vol in QQQ

The world can’t stop watching oil. Hormuz traffic is down 90%, two more tankers took projectiles overnight, and WTI opened above $94 after the IEA’s record 400-million-barrel reserve

signal-du-jour · Mar 5, 2026

Signal Du Jour - Short Vol in USO

6th day of the conflict started by the US and Israel against Iran and the confusion is still at its peak. Who will run the country now? How long will

signal-du-jour · Feb 26, 2026

Signal Du Jour - Short vol in ASHR

NVDA came up with stellar earnings yesterday, yet, the market reaction was muted. The confusion around the AI narrative is great now: on one hand, Saaspocalypse started and the casualties

signal-du-jour · Feb 19, 2026

Signal du Jour - Short Vol in EWY

South Korea has been the quiet story of 2026. While the rest of the world has been fixated on tariffs, AI capex cycles, and whatever Powell says next, the KOSPI

signal-du-jour · Feb 12, 2026

Signal du Jour — Short Vol in KRE

After the Great Depression in 2025 or arguably 2023 for regional banks the Great Rotation: while the SP 500 has stayed afar from its brief flirtation with 7k (closing yesterday

signal-du-jour · Feb 5, 2026

Signal Du Jour - Short Vol in US equities

It’s been a few days of ups and downs in the equity markets, driven by the ripple effects of last week’s crash in silver and gold. But that

signal-du-jour · Jan 29, 2026

Signal Du Jour - Short Vol in SMH

As expected, the Fed kept rates unchanged and signaled no urgency to decrease them any further, at least until May 2026... As for how he intends to work with the

signal-du-jour · Jan 22, 2026

Signal Du Jour - Short Vol in TLT

The market returned from Martin Luther King Day noticeably riled up, with palpable tension between the two sides of the Atlantic regarding Greenland. President Trump initially appeared to draw a

signal-du-jour · Jan 15, 2026

Signal Du Jour - Short Vol in Oil

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