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Forward Note - 2025/06/15
Fireworks, VRP and patience.
Signal du Jour - stay put
Overcast and no clear signal
Forward Note - 2025/06/08
Clustering and regime change.
Signal du Jour - long vol in the banks
Buying a few insurance, just in case.
Forward Note - 2025/06/01
Normalization.
Signal du Jour - short vol in MRVL
Now that NVDA is out of the way ...
Forward Note - 2025/05/25
The vigilantes bark and volatility yawns.
Signal du Jour - short vol in BOIL
Too hot to handle?
Forward Note - 2025/05/18
Mindset shifts and risk reversals.
Sharpe Two
Sharpe Two
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