Earnings journal

Discussion in 'Journals' started by TheBigShort, Jan 13, 2019.

  1. I tried to dig into it, but I've got too few sources that I consider trustworthy (and too many distractions today. Argh.) Looking at price movement in the last few minutes, seems like someone is dumping it, hard.
     
    #651     Jul 24, 2019
  2. TheBigShort

    TheBigShort

    Wow that's a lot of vol in algn

    Holy Toledo. This is looking like a 3sd move. Eek. Thank God we didnt take it.

    This earnings will be slow for me for several reasons. One of the main reasons is 99% of my portfolio is in an arb. That limits me to the number of trades I can take.
     
    Last edited: Jul 24, 2019
    #652     Jul 24, 2019
  3. TheBigShort

    TheBigShort

    I guess if it's to good to be true. It usually is
     
    #653     Jul 24, 2019
  4. EvanDM

    EvanDM

    I have a buddy who trades like this when he is long vol. Sticks his offers/bids out there in the extended hours and hopes to get hit. Might as well lock in your profit when you can instead of risking the after earnings vol crush.
     
    #654     Jul 24, 2019
    TheBigShort likes this.
  5. Magic

    Magic

    Short SNY; Long TSEM. Been trying to work on a better scoring system to widen the edge. These were today's picks it spit out.
     
    #655     Jul 26, 2019
  6. Sorry for being dense but what exactly is the play here? You buy a straddle or strangle and then place limit orders during after hours sessions?
     
    #656     Jul 28, 2019
  7. Can you elaborate on this arb trade? Are you trading exotics?
     
    #657     Jul 29, 2019
  8. Magic

    Magic

    TSEM Straddle + Hedge net PnL was +0.314
    SNY Straddle was +0.13

    Aggressively hedging the Jump on the long vol positions to reduce the huge swings. Not 100% sure what IV figure to use. I'm calculating the deltas with the exErn figure but backing a little out to allow for the time it takes post-open for the vol to come out.

    This already seems like it will work much better. TSEM straddle rapidly lost like 0.5 right after the open; that would've been a disappointing loss without any hedge but instead was able to keep a nice gain.
     
    #658     Jul 29, 2019
  9. TheBigShort

    TheBigShort

    I can not go into detail @Philo Judeaus

    So you tired hedging the long gamma? Did you trade over night/before market open (This is where the majority of the vol is)? Ex earnings iv sounds reasonable. How many hedges did you get in here? I have not tried this approach so I am curious.
     
    #659     Jul 29, 2019
  10. Magic

    Magic

    At present I've just been trying to do a single hedge when market is closed, after the Jump seems to stabilize. It's better if price comes back toward my strike with a vengeance.. I quickly become over-hedged and can realize even more profits. Or if price continues in the same direction at least most of the gains are locked in.

    Still don't have an operating procedure I'm super comfortable with though. This seems like it should mainly prevent decent gains from rapidly bleeding away.
     
    #660     Jul 29, 2019