ljkawa.bsky.social
Markets, Twain, Leafs, Survivor
394 posts
3,190 followers
144 following
Regular Contributor
Active Commenter
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Would swap out NVDA for WMT guidance personally as the straw that broke momo back
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HUMBUG
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that’s a fun one too.
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As a shorthand, I would just say that BRK/JPM/COST/WMT were all loosely a part of the same size/momentum cohort, and BRK had the least juice of that group before Walmart’s guidance so it’s been able to be a recipient of flows rather than a source of funds through all this
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Given the timing of the Four Nations etc etc we should really give Binnington the nickname “The Border Wall”
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touché
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Also do read Nick (the Survivor storytelling analytical GOAT) on S48E1 medium.com/@wiltsien/su...
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Second highest volume day of VIX call buys above the 50-strike is...something to write home about!
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“In fact, Thursday was the 2nd highest volume day on
record for buying of high-strike (50+) VIX calls, with a customer buying over 260K of the May 55-75 strike calls for
total cost of $10.7M.”
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Cboe also noting that, yes, this happened
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hard same
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yeeeep bsky.app/profile/ljka...
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retracting my previous tweet, you do not, in fact, “gotta hand it to em”
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Cheers partner
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Neither
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I would tend to disagree with that timeline.
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very much worth bragging about!! jelly
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@hmeisler.bsky.social is in that business but for charity (and handdrawn)
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Probably yes (price dependent and I am an unabashed cheapskate)
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yeah no matter what happens next, this moment, right here, is a hall of famer. you could write a zillion words about what this chart encapsulates.
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I mean, yes and no (quarterly repurchases)
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the lore is resurfaced when appropriate sherwood.news/markets/jami...
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August was more of a phantom print tbf
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yes and?
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Think we’re talking about different things. I am specifically talking about action in far OTM VIX calls. Here are the volumes in these specific contracts, I think they speak for themselves.
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that’s the Monday post-July NFP psychosis yes, I believe
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Second knee-jerk take: Having a knee-jerk take on the broader meaning of 90 minutes of trading in a stock with a shedload of open interest and every eyeball in the world on it is deeply irresponsible.
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IG I’d give a little more grace to reacting the latest on anything here, good BAML note recently on their cash generation