J.P.
5.7K posts



Someone just bought $2.1M worth of $SPY 5DTE puts.. gulp $SPX $QQQ


$JPY is now a currency dynamically pegged to the $USD: - clear where the government red lines were, are, and will be - $JPY long-term depreciation is inevitable; the only thing the BOJ and the government can do is to slow the process down.

Unpopular opinion: the surge in metals is a warning sign of coming deflation.



Tomorrow is OPEX. This is where options expire and the market isn’t really “trading”… it’s settling positioning. All that heavy put flow you saw today (660–695 SPY) That’s big money hedging and positioning, not just direction. 👉 What that means: •Expect chop + fakeouts •Price can get pinned near key levels •Fast flushes •violent squeezes trade light and careful tomorrow!

@DarioCpx What happens when USD/JPY hits 160?
















