JV

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JV

JV

@JustJonnyV

I post market thoughts and positioning for my own reflection/tracking. Not investment advice. Consult your advisor.

Katılım Şubat 2011
563 Takip Edilen228 Takipçiler
JV
JV@JustJonnyV·
Whenever I open Facebook it’s the same bullshit.. death, murder, chaos, rape, kidnapping.. then I remember why I never get on that app. The world would be better off without Zuck
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JV
JV@JustJonnyV·
@ContrarianCurse I had to come host clients at a golf tournament and I keep thinking that I’d rather be behind my screens 😂
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SuspendedCap
SuspendedCap@ContrarianCurse·
Genuinely never had this much fun trading. The factor violence shows opportunities, even within up/down trends to pounce Still I think vol is priced so extremely low compared to the single name moves Crazy back drop
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SuspendedCap
SuspendedCap@ContrarianCurse·
*BLOOM ENERGY 1Q REV. $751.1M, EST. $535.3M *BLOOM ENERGY SEES FY ADJ GROSS MARGIN ABOUT 34%, SAW ABOUT 32% Explosive growth, low capital needed for capacity, AND margins? My my my this is going to be a massive fucking company
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Been there
Been there@deimantas1986·
@spotgamma Am I the only one seeing someone keep building calls? 5.3B and keep growing. Something big is coming. Am I right?
Been there tweet media
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Z
Z@ZeeContrarian1·
$SPX down 1% while $VIX is RED - that’s hedge unwinding. When protection comes off into weakness, it usually signals exhaustion in fear. For this Iran-driven cycle, it suggests we’re getting close to a local bottom in my view.
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JV
JV@JustJonnyV·
@ZeeContrarian1 Love this.. not only might it be financial support but you could be providing someone with hope and/or purpose
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Z@ZeeContrarian1·
Sometimes in life, we should buy things not because we truly need them, but because someone else truly needs us to. I was riding my scooter to a paddle game when I saw an old man on the side of the road trying to sell handmade brooms. Cars kept passing. Nobody stopped. I turned around immediately. He wasn’t begging. He wasn’t asking for charity. He had prepared these brooms himself and was trying to sell them. When I stopped, he looked surprised. I bought a few brooms. I had no use for them, but later I gave them away as gifts. I do this often. Whenever I see someone trying to help themselves instead of begging, I try to support them. The world doesn’t need you to give away all your money or donate to big organizations. You can, and that’s great. But that’s not the point. The point is simple: open your heart to people around you, just do a little bit better. If each of us does a little bit better, the world becomes a better place.
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JV
JV@JustJonnyV·
Who out there works in the group that creates the continuing education tests/material? Follow up question… What does it feel like knowing that everyone at your company hates you?
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Z@ZeeContrarian1·
𝗠𝗢𝗡𝗨𝗠𝗘𝗡𝗧𝗔𝗟 𝗦𝗛𝗢𝗥𝗧 $VIX 𝗢𝗣𝗣𝗢𝗥𝗧𝗨𝗡𝗜𝗧𝗬 𝗨𝗣𝗢𝗡 𝗨𝗦 We are about to get an opportunity to enter what I believe will be the best trade of the next 12 months. The $VIX is spiking toward 30. Before doing anything, it is important to understand why. The spike is driven by the current situation around Iran and the Strait of Hormuz, with crude oil approaching $100 per barrel. Whenever volatility spikes like this you must ask a simple question: Is this a systemic crisis or temporary panic? During the Global Financial Crisis and COVID, $VIX was effectively uncapped. Why? Because nobody knew what would happen next. The system itself looked like it might break. In those environments $VIX can go anywhere. But the current situation is completely different. If you believe, like I do, that the spike in oil and $VIX is driven by temporary panic over a solvable geopolitical situation, then the conclusion becomes obvious. All the largest powers on Earth have a massive interest in keeping the Strait of Hormuz open. This situation will be resolved. Could it take a week? A month? Sure. But that does not change where volatility will be a year from now. And that is the timeframe that matters. I am very close to guaranteeing that over the next year, shorting $VIX will generate at least a 30% return. The best way to express this trade is through $UVXY / $VXX option risk reversals. I will explain the exact structure later. For context On May 8, 2024, when $UVXY was trading at $55, I guaranteed that volatility would collapse. Since then $UVXY has undergone a 1 for 5 reverse split. Adjusted for the split $55 is equivalent to about $11 today, even after the recent 60% spike in $VIX. That represents roughly an 80% collapse. This is exactly how long-term short volatility trades work due to contango and mean reversion. Do yourself a favor and use the weekend, if you don’t know what those are, to learn how they work and why $VXX and $UVXY are guaranteed to go to zero unless the world ends. Now we may be getting another entry point. I do not guarantee what happens next week. I do not guarantee what happens next month. But I can say with extremely high confidence: six months to one year from now $UVXY and $VXX will be much much lower than today. And if you position correctly this trade has a very real chance of becoming the best trade in your portfolio over the next 12 months. I currently have a small position, next week I plan to enter a larger position using $UVXY / $VXX put(buy) and call(sell) option risk reversals. Opportunities like this do not appear often, I plan to pull the trigger next week.
Z@ZeeContrarian1

- Two years from now, the $UVXY will be below 10 (currently 55). - While I can't guarantee it, I do. - If you short volatility at $VIX 30, it's only a matter of time until you start printing money. - Put a SMALL part of your portfolio here in short $UVXY and leave it alone.

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JV
JV@JustJonnyV·
@ContrarianCurse Hope you emailed them back to provide an update 😂
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JV
JV@JustJonnyV·
Wild
RedPilledNurse@RedPilledNurse

Princeton researchers discovered that the human brain emits ultra-low-frequency electromagnetic waves that appear to form part of a global neural network. These signals can subtly influence other people’s brains from as far as 10,000KM away, raising the possibility that human consciousness is interconnected across the planet. This work adds to a growing body of research suggesting that our brains communicate not only through neurons but also through delicate electromagnetic fields. Some studies indicate that these fields may help shape empathy, intuition, and even the way groups synchronize their behavior. Experiments have also hinted that when one person meditates or focuses deeply, nearby or even distant individuals can show slight shifts in their brainwave patterns. The Princeton Engineering Anomalies Research (PEAR) Laboratory has conducted several experiments that show the mind has a subtle capacity to influence the output of devices known as Random Event Generators (REGs). A project that initially started when a student was curious to study the effects of the human mind and intention on the surrounding environment, turned into a rigorous testing lab where Dr. Robert Jahn and his lab assistant spent many hours experimenting to determine whether or not the mind has an effect on our physical world. Jahn and his assistant were able to determine that the human minds interactions with the machines demonstrated a relationship that was not physical in nature. The mind was able to affect and change outcomes of the machine in ways that were beyond standard deviations. In essence, consciousness was having an effect over the physical world. To determine the effects of the mind’s intention on the physical world, they built several machines called a random number generator. The machine would essentially mimic a coin flip and record the results over time. The machine performed 200 flips per second and produced an average mean of 100 as one would expect. Left unattended, the machine would continue to produce results that suggested a 50/50 chance of producing either heads or tails. The interesting results came when human intention started to interact with the machine. What was once a random 50/50 chance of producing heads or tails began to deviate from expectation as the observer began to intend for the numbers to be higher or lower. While the effects of the mind over the machines was not large, it was enough that contemporary physics is unable to explain what exactly is happening. Perhaps this is where the quantum world can shed light? The implications of this research on humanity are fascinating given it could reach into the realms of creating a world of peace, a thriving world and abundance. If intentions and thoughts can impact something the way it has been demonstrated above, why not explore the boundaries of how far this can go?

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thattrader
thattrader@TheWokCrypto·
@OptionsHawk Very suprised your political stance. As someone who seems like a great father who cares about their children. Biden policies are horrible compared to Trump bro. No argument there, if you want a better America for your kids of course
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Joe Kunkle
Joe Kunkle@OptionsHawk·
So on brand.... $DJT When lose...which is often...claim...unfair, rigged, it's not that we suck...zero accountability largest cult of loser crybabies the World has ever seen
Joe Kunkle tweet media
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