2020: a dest odyssey

Discussion in 'Journals' started by destriero, Dec 30, 2019.

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  1. But futures bounced back, did you get stopped out?
     
    #61     Jan 8, 2020
  2. destriero

    destriero


    I was short from 02.
     
    #62     Jan 8, 2020
  3. Sorry, short what from what???
     
    #63     Jan 8, 2020
  4. samuel11

    samuel11

    Short ESH0 from 3202
     
    #64     Jan 8, 2020
    destriero and nooby_mcnoob like this.
  5. destriero

    destriero

    099 class in modality.

    So you're in long puts at the close and mullah mullah's army shoots off some LR mortars and scuds? Your -300D becomes -700D and you buy 7 futures; you're now long the synthetic call from your put strike and have offset all of your risk. You now have a cheap call as well. The call's terminal value is all that matters so it's probably best to close the synthetic when markets are liquid. You carry is the premium of the OTM synthetic call.

    Buy -300D in 3230P -> mkt drops to 3170 and you get flat with futs -> you're long 7 of the 3230C and sitting on a large +mark.

    You're long 30 bear calendars? Now you're up on vol (vega) but you're down on d/g (delta-modality). You were initially short but now you're long. Vol must rise more than you lose to d/g.

    Point being that no hedge avails the long calendar owner.
     
    #65     Jan 8, 2020
    contra, deltastrike and nooby_mcnoob like this.
  6. destriero

    destriero

    I am short a bunch of index vol for Jan 20. I don't know how exciting it's going to be to watch. Only $25K allo, so we'll be adding at the close or tomorrow morning.

    2020-01-08_09-28-22.png
     
    #66     Jan 8, 2020
  7. nursebee

    nursebee

    are you able to directly short shares in your ira? i thought ira only allowed options to short
    surprised you r being public with this,

    are you still short Tesla if so I'm on the other side of that trade
     
    #67     Jan 8, 2020
  8. destriero

    destriero

    No, I covered TSLA at the open--hence no req/haircut shown in the opening pic.

    I've never shorted single names in an IRA and obv would not use shares for a synthetic straddle, etc. I don't think it's possible; certainly not unless it's traded as a deep synthetic put, don't know. I trade futs in my mIRA all the time. It's not true SPAN treatment so I will often buy a garbage call on the weeklies to reduce haircut to the debit on a synthetic long put (for example)
     
    #68     Jan 8, 2020
  9. Mind providing a mini lecture on your diagonals? I've seen you post about them plenty, but I don't recall you ever breaking down the trade like you've done with flys, for example.
     
    #69     Jan 8, 2020
  10. I join deltastrike on this... Would love to peek over your shoulder if I may..
     
    #70     Jan 8, 2020
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