Archive - Sharpe Two

Forward Note - 2025/06/15

Fireworks, VRP and patience.

13 hrs ago

Signal du Jour - stay put

Overcast and no clear signal

Jun 12

Forward Note - 2025/06/08

Clustering and regime change.

Jun 8

Signal du Jour - long vol in the banks

Buying a few insurance, just in case.

Jun 5

Forward Note - 2025/06/01

Jun 1

May 2025

Signal du Jour - short vol in MRVL

Now that NVDA is out of the way ...

May 29

Forward Note - 2025/05/25

The vigilantes bark and volatility yawns.

May 25

Signal du Jour - short vol in BOIL

Too hot to handle?

May 22

Forward Note - 2025/05/18

Mindset shifts and risk reversals.

May 18

Signal Du Jour - long vol in XLK

While waiting for NVDA.

May 15

Forward Note 2025/05/11

Truce, talks, and theatrics.

May 11

Signal du Jour - short vol in GLD

Will gold cool down a little?

May 8

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