TRUMP TRADE IS PAYING OUT IN FULL FORCE…
2 weeks ago I wrote on the Trump Trade -> https://t.co/ZxV8ng3DoH
As well on the Tesla upside-> https://t.co/e7hHb6Y72B
WHAT’S THE LESSON HERE?
Definitely pays to monitor large market Derivatives positioning ahead of key event risk!
To add to my BBG article ( https://t.co/ZxV8ng4bef ) …big positions in VIX call options. USD 13.6 BN notional of VIX options at 20Nov expiry… ie 41% of total OI. Positioning is heavily biased to upside calls. Biggest strike is 35 calls (85% above…)
Interesting times ahead…
TRUMP TRADE BACK IN VOGUE AS US YIELDS, ENERGY, CRYPTOS IN FOCUS
My latest Bloomberg article, looking at market indicators and betting market positioning ahead of US elections.
Link to full article here: https://t.co/HANDSym8lN
#USElections#TrumpTrade#GeopoliticalRisk