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fzucchi.bsky.social
Option & Stocks for L/S positions; corp credit/derivatives; DeMark studies; I trade in time frames of a few wks to a few mths, and occasionally a few years.
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This is the path. Europeans have the capacity to defend themselves, as do Canadians…

submitted 45 minutes ago • 0 comments

For the Americans reading: this is one of the most right wing British papers

submitted 22 hours ago • 5 comments

Protestors skiing with signs to humiliate JD Vance is fantastic

submitted 1 day ago • 317 comments

Fox News reported that JD Vance had to move to an “undisclosed location” due to protests at the Vermont resort where he’s skiing this weekend. For inflicting misery on the world and here at home in America, this is exactly the energy that should greet Vance wherever he goes for the rest of his days.

submitted 1 day ago • 652 comments

Guerilla advertising seen in the London Metro

submitted 22 hours ago • 383 comments

not gonna give Bret Stephens much credit, but even he saw that disgraceful reality TV for what it was

submitted 1 day ago • 3 comments

I will never forget the photo of Zelenskyy’s face after he saw Russia’s war crimes in Bucha in 2022. He seemed to age years in an afternoon. Watching him constantly cross the world asking for aid that should have been thrown at him is one of the deepest shames of our age.

submitted 2 days ago • 244 comments

I can assure you that every fixed income and macro manager watching that meeting yesterday immediately contemplated the grim possibility where US Treasuries aren’t the risk-free asset

submitted 1 day ago • 20 comments

Picking up on a thread here this morning- the 7 times bankrupt guy on the right is all that’s standing between a default on the full faith and credit of the United States.

submitted 1 day ago • 3 comments

As of today, a new term has entered our language. A “rubio” is a spineless lump of nothing. Example: Don’t be such a rubio.

submitted 1 day ago • 3190 comments

It’s not like Cheney is saying anything crazy here. It’s just, for some reason, she is able to say it when Dem leaders and the entire GOP finds it impossible.

submitted 1 day ago • 22 comments

Ready Fire Aim is a lousy way to govern.

submitted 3 days ago • 2799 comments

Thru Fri expiry don’t lose track that Max $ pain for options is in the 131 line. Can/will change some, but that’s a 🧲 for now #NVDA

submitted 3 days ago • 0 comments

The only newsy item so far from the #NVDA call was their expectations of GM returning to mid 70s in the 2H. If that doesn’t happen it’d be a yuge 🚩

submitted 3 days ago • 0 comments

An internal HUD email reviewed by TPM said that DOGE was moving to cancel “all awards” for eight contractors after a “DOGE review of their websites and LinkedIn profiles.” talkingpointsmemo.com/news/doge-ci...

submitted 3 days ago • 21 comments

Speaking from experience.

submitted 3 days ago • 0 comments

This 👇

submitted 3 days ago • 0 comments

1/ #SPY trading < 100dma. There have been only 3 closes below that ma in the last year. Also 50dma has turned downward sloping. #IWM shows textbook rejection at 200dma (chart ↓). It's also trading < 50wma for 1st time since Nov'23, and only $0.70 > neckline of a freaky looking H&S pattern (↓)...

submitted 4 days ago • 1 comment

I found this amusing. But I’m a degenerate.

submitted 4 days ago • 0 comments

no one ever has given off a more realistic Cruella DeVille vibe between her and his father who married the step daughter you get the picture...

submitted 4 days ago • 4 comments

Everyone, I have seen A LOT of crazy stuff having been investing in EM for over 20years. But nothing, and I mean nothing, comes close to that bat shit crazy that just came out of that cabinet meeting with Trump. American Exceptionalism is dead. US financial assets just haven't priced it yet.

submitted 4 days ago • 6 comments

#VRT and #ANET are ground zero for #NVDA driven collateral moves; the diff is that at yday's lows VRT had already been cut in ½ from the Jan highs, and ANET was down 30%. $80ish on both wud be very tempting for me

submitted 4 days ago • 0 comments

#If u think today's move in #MDGL means u missed it, here are the EPS estimates just for Rezdiffra going out to 2029 when - maybe - other MASH drugs may finally be ready for the current indication. And the est have not yet been updated based on today's report.

submitted 4 days ago • 0 comments

Bezos bends the knee. Pathetic.

submitted 4 days ago • 1510 comments

Re: #NVDA report: no idea what happens, but peeps r > worried than in Nov. ↓is the option Skew on Nov EPS day & tdy. Note how the whole term structure is higher (top line) and it skews bearish. For 2/28, max OI positions for puts & calls r at 140 strike,while Max $ pain is at 131. Good luck

submitted 4 days ago • 0 comments

You guys didn't believe me, did you? #MDGL

submitted 4 days ago • 0 comments

I miss DEI

submitted 5 days ago • 2281 comments

Rep Tom Suozzi: “Very simple. Putin is a dictator. Zelenskyy is not.” What’s so hard to understand about that?

submitted 4 days ago • 734 comments

It's been 36 days: stocks lower crypto lower jobs lower consumer confidence lower inflation expectations higher historical alliance destroyed is America great again or nah

submitted 5 days ago • 9 comments

YUGE EPS day tomorrow... #MDGL ... before the open. What...?

submitted 4 days ago • 0 comments

FWIW - Many of our most popular figures today feel like they're the lovechild of a carnival barker and the gingerbread man.

submitted 5 days ago • 0 comments

While stks cud easily make a faceplant (for any/no reason) so far IG & HY corp cred risk spreads - both cash & derivs - are totally oblivious. Especially curious that IG/HY CDX are unch since Fri. close, considering that's where cred bears usually start agitating. #SPY #QQQ

submitted 5 days ago • 2 comments

Headline: " #Bitcoin ETFs suffer rare outflows" Byline: "rare" will probably not age well

submitted 5 days ago • 0 comments

Holy shit...

submitted 5 days ago • 0 comments

Out of #PLTR short

submitted 5 days ago • 2 comments

Oh good morning to you store of value!

submitted 5 days ago • 2 comments

The best way to confront a bully about the misinformation he is spreading is to confront him in front of everyone. Macron just did that.

submitted 6 days ago • 3314 comments

x.com/fzucchi/stat... #Bitcoin #BTC #MSTR #frauds

submitted 5 days ago • 2 comments