SepiamX

Portfolio Manager

[SepiamX @XSepiam87976]

@Michaelalderyan You need to tell us the strike? Short Dec 1730 puts as a synthetic long vs lNG one 1730 call for December.

[SepiamX @XSepiam87976]

@rshereme Incredible story.

[SepiamX @XSepiam87976]

@3rdDistrictDon @LeopoldTracker_ @TylerWoolsey23 Somebody talked!

[SepiamX @XSepiam87976]

@Markzandi Zero credibility. If oil continues to rise against a strengthening US Dollar arrests should follow. You clowns stoped hiking in 23 because regional banks couldn’t manage AAA duration? They should have failed we’d be out of this nonsense! You will skate again given the chance.

[SepiamX @XSepiam87976]

@CharmOfCulture @solodimepipe Off of Joy Street Boston in Beacon Hill. That road is part of the Underground Railroad for escaped slaves.

[SepiamX @XSepiam87976]

@hkuppy Not to mention they are buying off the run not the rate you see on a screen.

[SepiamX @XSepiam87976]

@LukeGromen I want to congratulate Trump and Warsh for strengthening the Dollar and making offshore crude even more expensive which of course will slam into global 10yr yields.

[SepiamX @XSepiam87976]

@BobEUnlimited Horrible. If oil goes up along with the dollar just resign

[SepiamX @XSepiam87976]

@investmattallen 100% agree with this.

[SepiamX @XSepiam87976]

@NickTimiraos Even that makes no sense? The best corporations have high FCF yield!!! C’mon catch him in his own ignorance fort gods sake.

[SepiamX @XSepiam87976]

@JimWelshMacro @EpsilonTheory He needed 50.

[SepiamX @XSepiam87976]

@EpsilonTheory The executive is a moron time to move on. We are in the Hapsburg Presidency years… began with his first term, continued through Biden and now Trump 2.

[SepiamX @XSepiam87976]

@zerohedge He’s right.

[SepiamX @XSepiam87976]

@rcwhalen @USRoute41 @MarkHalperin Spending cuts from Democrats? Republicans control both houses. And some idiot started a war in Iran, while implementing unconstitutional Tarrifs…. Stupid policy gets a higher backend … Thats said housing prices will crack in March!!!!

[SepiamX @XSepiam87976]

@rcwhalen And we bailed out regional bank losers in 2023…

[SepiamX @XSepiam87976]

@profplum99 Residential Re getting crushed in 3,2…

[SepiamX @XSepiam87976]

@hendry_hugh Lambda, jump vol model…

[SepiamX @XSepiam87976]

@LukeGromen @DerivativesDon @tomkeene

[SepiamX @XSepiam87976]

@LukeGromen @DerivativesDon @tomkeene Why are people not getting the Dollar/Crude global 10yr trend? It’s mind blowing!

[SepiamX @XSepiam87976]

@jimiuorio Sell stocks buy 3yr Treasuries.