FZucchi
@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.
Echoes of the roaring ‘20s. Grotesque shit…
May 26, 2025 at 1:10 AM
Echoes of the roaring ‘20s. Grotesque shit…
2/ And if u think that there's some grand plan behind it, a) it's still revolting on a moral level (of course he has no morals) and b) this is the same guy whose gray matter can be seen slithering out of his ears during his routine, utterly incoherent, diatribes. #MAGA #MAGAMorons
May 14, 2025 at 6:45 PM
2/ And if u think that there's some grand plan behind it, a) it's still revolting on a moral level (of course he has no morals) and b) this is the same guy whose gray matter can be seen slithering out of his ears during his routine, utterly incoherent, diatribes. #MAGA #MAGAMorons
3/ I know, it's way too cute, but a man can dream.
May 14, 2025 at 5:58 PM
3/ I know, it's way too cute, but a man can dream.
2/ BBack announcements r way > of last yr's record pace of $1.2T. Idxs very o/bot, but daily DeMark counts still bullish. A quick p/back to QQQ $495-485 wud b nice.Yday I flipped most of my long stks to call/call spreads; a quick drop wud let me sell OTM puts on those names to pay for the calls...
May 14, 2025 at 5:58 PM
2/ BBack announcements r way > of last yr's record pace of $1.2T. Idxs very o/bot, but daily DeMark counts still bullish. A quick p/back to QQQ $495-485 wud b nice.Yday I flipped most of my long stks to call/call spreads; a quick drop wud let me sell OTM puts on those names to pay for the calls...
Naah…Sean Duffy has everything under control. Man made it to Sec of Transportation bc he was on MTV’s “Road Rules: All-Stars”; who can beat that level of expertise
May 11, 2025 at 4:32 PM
Naah…Sean Duffy has everything under control. Man made it to Sec of Transportation bc he was on MTV’s “Road Rules: All-Stars”; who can beat that level of expertise
One of our biz vans had a fender bender w/ a Model 3 insured thru TSLA. Took them 13 months to pay up.
May 10, 2025 at 10:57 PM
One of our biz vans had a fender bender w/ a Model 3 insured thru TSLA. Took them 13 months to pay up.
Reposted by FZucchi
probably gonna be another fun quarter
5310 to end June would probably make everyone mad
5310 to end June would probably make everyone mad
May 2, 2025 at 5:07 PM
probably gonna be another fun quarter
5310 to end June would probably make everyone mad
5310 to end June would probably make everyone mad
3/ I am also up to my ears in spec, long dated, way out of the money (.1 delta kinda stuff) puts on the #IWM and have a lot of buying power on the shelf. The closest analogy I can think of for this market, is the rally back to the highs after the '08 Bear Stearns wipe-out...
May 2, 2025 at 4:51 PM
3/ I am also up to my ears in spec, long dated, way out of the money (.1 delta kinda stuff) puts on the #IWM and have a lot of buying power on the shelf. The closest analogy I can think of for this market, is the rally back to the highs after the '08 Bear Stearns wipe-out...
2/ So yes, HY bonds/spreads can be the canary of credit problems, but we need to see those problems infecting IG b4 worrying about a cred crisis.
May 1, 2025 at 5:07 PM
2/ So yes, HY bonds/spreads can be the canary of credit problems, but we need to see those problems infecting IG b4 worrying about a cred crisis.
2/ Perhaps biggest oddity: for 1st time I can remember, newly annc'd bbacks beat (swamped) cred issuance $195b v. $119b.Good? Maybe...as long as cred spreads/cred mkts keep allowing/give 'nuf confidence to cos to execute the bbacks.Based on some data I saw, the actual bbacks in Apr were very skimpy.
May 1, 2025 at 1:03 PM
2/ Perhaps biggest oddity: for 1st time I can remember, newly annc'd bbacks beat (swamped) cred issuance $195b v. $119b.Good? Maybe...as long as cred spreads/cred mkts keep allowing/give 'nuf confidence to cos to execute the bbacks.Based on some data I saw, the actual bbacks in Apr were very skimpy.