Destriero's single-name vola journal (riskarb; atticus; et al)

Discussion in 'Journals' started by destriero, Apr 7, 2018.

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  1. destriero

    destriero

    Limited to 5 journal trades per day, so only closing order possible for the rest of the session.
     
    #371     Jul 24, 2018
  2. vanv0029

    vanv0029

    Hey "destriero" I think you are sort of a scammer. I think I
    may have caused your "inversion" by entering a 2 lot 5.20 limit
    for your July 27/Aug. 3 1250 GOOGL put calendar trade. My order was
    never close to filling, but MMs seem to have moved the spread's bid
    ask around. The problem with your method is why not
    just swing trade 10 GOOGL shares if you can guess price direction.
    I admit I am struggling with trying to learn to trade (my mostly
    biotech stock invesments are doing better), but I also
    think my trading IB account is a target because of my falsification
    of the possibility of AI (arXiv:1704.0811).
     
    #372     Jul 25, 2018
  3. kende

    kende

    Is it not allowed to surf the threads? I'm here to glorify you.
     
    Last edited: Jul 25, 2018
    #373     Jul 25, 2018
  4. destriero

    destriero


    lol sure. thanks. I am not trying to move 10 shares of GOOGL otherwise I'd trade shares. Were you trading GOOGL or GOOG? GOOG is a black hole. Nothing fills inside NBBO in GOOG.

    You caused an inversion of delta on those calendars? You took the shares under 1250? I am referring to modality of delta. Trade went short to long. You think I trade four lots for my own account? I traded the thing with shares at 59-60.

    IIRC the only trade not taken was the Boeing trade from last week. I went with the synthetic and different strikes. That's why it was not closed and "allowed" to expire. I said from the outset that not all trades would be taken. That's why I was initially using mids for fills.

    I'll be happy to show my actual fills in PM. Anyone can hit me up.

    Falsification of the possibility of AI?

    lol you were reading this on Goldbach: https://arxiv.org/abs/1704.08117
     
    Last edited: Jul 25, 2018
    #374     Jul 25, 2018
  5. Hey Des - You've probably answered this enough times to be a broken record, but for the new guy, in your opinion, what are the top things about volatility you'd recommend committing to learning that would allow a guy to advance his thinking in the fundamentals of being profitable in options? I'm assuming the Greeks are mandatory, but would it then be skew? Higher order Greeks? Modeling? Am I even asking the question right?

    Thanks.
     
    #375     Jul 25, 2018
  6. destriero

    destriero

    Bearish; go long vol in index calendars. Bullish; go short vol is some fly structure in index or single name. Price/volatility/magnitude.

    My oldest trades in an account held by us and he trades daily closes during the school year and over the Summer. He's really sharp but he didn't want to read Hull yet. Model locally; meaning adjust vertically (strikes) and term (duration) while mining. Price all trades at the outside wing when modeling stops/risk.

    Read the pitchfork thread (atticus).
     
    Last edited: Jul 25, 2018
    #376     Jul 25, 2018
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  7. destriero

    destriero

    Start with single name vol as skew is inert. Move to index ETFs when you've done well in SN vol. At that point you can get into skew. Pitchfork thread.
     
    #377     Jul 25, 2018
    Adam777 likes this.
  8. destriero

    destriero

    Trading vol as short gamma is like casting a net. You may have high confidence in a price, but you want to be leveraged to vol or gamma. You want to short 5K delta in shares at 1260 but don't want to allot $3MM to the position in shares.
     
    #378     Jul 25, 2018
  9. destriero

    destriero

    Dest21: 1.70 out. F GOOGL.
     
    #379     Jul 25, 2018
  10. destriero

    destriero

    Went short SPX and GS. Not for the journal. I fill in GOOGL every day.
     
    Last edited: Jul 25, 2018
    #380     Jul 25, 2018
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