Signal Du Jour - Skew trade in NKE
A preamble: I was off yesterday because I finally moved into my own place after 15 months on the road, jumping from country to country and Airbnb to Airbnb. The
Signal du Jour - short vol in VXX
We didn’t trade NVDA, nor did we wait to see the results in real time. Judging by the muted reaction this morning, earnings riders seem to have managed to
Signal du Jour - Short vol in EDC
America has spoken, and the world heard it loud and clear: Trump is the new president-elect. While pundits debate the makeup of his cabinet and the specifics of his agenda,
Signal du Jour - Short vol in INDA
The busiest week of the year has begun, and it’s been relatively uneventful so far. Yesterday’s slight GDP miss was overshadowed by robust preliminary job data and solid
Signal du Jour - short vol in MSOS
To Steve—who’s been with us since the beginning and got us into MSOS. Elon Musk: left, right, and center—though mostly leaning right these days, especially as the
Signal du Jour - Short vol in TAN
The election is getting closer, and the tension on social media is palpable. We’ve come across countless posts predicting an ultimate crash following Tuesday’s pullback. But by Wednesday,
Signal du Jour - short vol in EWZ
We won’t lie— we’ve found the back-and-forth in oil much more enjoyable than the rollercoaster ride in Chinese equities. It’s a perfect example of how path dependency
Signal du Jour - short vol in USO
Tensions in the Middle East have escalated dramatically over the past week following the killing of a Hezbollah leader in an Israeli Defense Force airstrike in Lebanon. Two days ago,
Signal du Jour - short vol in ASHR
41. That’s the number of times the S&P 500 has hit new all-time highs this year. Whether you’re concerned about the state of the economy, the