TheCrashendo

Markets. Risk. Decisions. Everything else is noise.
Website:

[TheCrashendo @TCrashendo71217]

Launching Crashendo today. Markets move on narratives. I write about the ones that are wrong. First piece is live — and tonight's Trump address is about to matter.

https://t.co/hNdmFzkTBP

[TheCrashendo @TCrashendo71217]

@GavMcCracken @Joun710662 @JavierBlas This has yet to happen. Why not?

[TheCrashendo @TCrashendo71217]

@GavMcCracken @Steve3fhyp @CaptBaxDawg Seems like a really premature celebration given the performance over the last month.

[TheCrashendo @TCrashendo71217]

@lord_fed Calling a 2% up move in SPX over the course of a month…bold call. Lol.

[TheCrashendo @TCrashendo71217]

@GavMcCracken @BCResource Any US listed gold miners you own?

[TheCrashendo @TCrashendo71217]

@orrdavid @WarrenPies thoughts?

[TheCrashendo @TCrashendo71217]

@GavMcCracken @SweetestJRP Adding anymore here??

[TheCrashendo @TCrashendo71217]

@GavMcCracken @NonPCharacter13 Have you reconsidered your positions or sticking to your guns?

[TheCrashendo @TCrashendo71217]

@markcatley @GavMcCracken The curve is in backwardation not contango so roll costs are nonexistent currently.

[TheCrashendo @TCrashendo71217]

@andrewmccalip What about cursor?

[TheCrashendo @TCrashendo71217]

@GavMcCracken How are you managing the positions. Are you maintaining a cash position to deploy at cheaper levels?

[TheCrashendo @TCrashendo71217]

@joinshift shift

[TheCrashendo @TCrashendo71217]

@GavMcCracken Timing is key though. Good chance we see mid low 80s in /CL. Would be a huge gift

[TheCrashendo @TCrashendo71217]

@GavMcCracken Thoughts on the OBE sell off? Buying more??

[TheCrashendo @TCrashendo71217]

@dampedspring Strikes?

[TheCrashendo @TCrashendo71217]

@dampedspring @B8trades @QuantumInverse Might not be the worse time for it. We’ll see.

[TheCrashendo @TCrashendo71217]

@matt_slotnick Lol i keep seeing this joke but is there not a market for non Bloomberg users for some simple intuitive dashboard??

[TheCrashendo @TCrashendo71217]

@SantiagoAuFund Everybody knows Brent. Literally everybody. Nobody cares.

[TheCrashendo @TCrashendo71217]

@GavMcCracken @RebornObserver You add to SU recently?

[TheCrashendo @TCrashendo71217]

@amitsinghpal Source?

[TheCrashendo @TCrashendo71217]

@ZeeContrarian1 What delta do you look for on the ratio spreads and is it something you actively mange or hold to expiration. Worth noting you can blowup on put ratio spreads fairly easily if you’re not sizing appropriately or setting stops.