



Trump on NATO: We have never needed them. We have never needed asked anything of them. You know they say they sent troops to Afghanistan, and they did. They stayed a little back, little off the frontlines.
gamma_exposure🇩🇪🇬🇧
19.1K posts

@Tim10337907
ex sniper squad 🦅 Govies / SOFR - moaon aabe -




Trump on NATO: We have never needed them. We have never needed asked anything of them. You know they say they sent troops to Afghanistan, and they did. They stayed a little back, little off the frontlines.







$VIX at 31 and everyone's panicking. But the vol surface is telling a different story. The term structure stayed in contango. VIX3M sitting below spot $VIX by over 6%. That's the options market saying "I'm hedging, not fleeing." Implied vol is running nearly double realized vol right now. 91st percentile gap. Someone selling this fear is about to get paid. When $VIX spikes above 30 but the curve refuses to invert, it resolves lower about 75% of the time within a month. $SPY closed right on its session low at 633. I think we're looking at 650-660 inside two weeks. Backwardation is the real danger signal. We don't have it. Does anyone disagree with this read?


Homie went antiquing today, I get home from work and this is sitting on my bedside table. Says “it’s to give you luck in the market”

Whenever people tell me this is a "real traders" market I can clearly tell they have no clue what they are talking about.


You all know what time it is.
