hannoharam

[hannoharam @hannoharam]

@Mike_Hunt_Sr high dispersion due to earings?

[hannoharam @hannoharam]

@EconstratPB steak tartar > hamburgers. fight me.
also the pommes frites come fried in duck fat pls 😌

[hannoharam @hannoharam]

@Alpha_Ex_LLC great interview! 🙏

[hannoharam @hannoharam]

@options_insight yes one could argue that. but we haven’t seen yields this high in 20yrs so not sure if more recent tactical peaks and their options behavior are a good comparison.

[hannoharam @hannoharam]

@options_insight the 25d rr on zb is at the level of former reversals

[hannoharam @hannoharam]

@entubao @Fullcarry haha ffs. the risk reversal is skewed to downside but this level marked former reversals. gonna buy this hot potato now 🫡

[hannoharam @hannoharam]

@Mike_Hunt_Sr long end getting spicy

[hannoharam @hannoharam]

@EconstratPB come down south get some bottarga and falanghina! and crudo from those red shrimps

[hannoharam @hannoharam]

@Credit_Junk @GlobalMktObserv @Macronomics1 it’s earnings and exceptional low implied and realized correlations

[hannoharam @hannoharam]

@DoejiStar 1,5 hikes priced into sofr forwards. but t curve is bear steepening which is bit concerning

[hannoharam @hannoharam]

@Mike_Hunt_Sr just trade gold. it trades heavy. still correlated to nasdaq for now

[hannoharam @hannoharam]

@EconstratPB indian and phillipino mangoes go hard but magostan is the queen of all fruits!

[hannoharam @hannoharam]

@dampedspring thanks!

[hannoharam @hannoharam]

@TraderBillyAU @Dcpcooks yep the opex fade is too obvious

[hannoharam @hannoharam]

@Mike_Hunt_Sr it would be so obvious. long end puking rn and am settled options of the table now. might still wait until next week to short the shit out of it. got burned one to many times lately 🤕

[hannoharam @hannoharam]

@NoelSmith it’s the dspx no? measures the spread between vix and constituents vixeq. if correlations finally start realizing and dispersion stays this high we are in for a ride. vol of vol hinting at it. vix skew is bid.

[hannoharam @hannoharam]

@DoejiStar @dampedspring @EffMktHype yeah with opex today and long end over 5 % we should be good for a short. dxy up already.

[hannoharam @hannoharam]

@sunchartist seen in the UK. unless ycc etc seen in japan