Lets talk variance

Discussion in 'Options' started by .sigma, Mar 14, 2020.

  1. ironchef

    ironchef

    Thank you. I think I understand what you are saying.
     
    #71     Apr 2, 2020
  2. ironchef

    ironchef

    If you look at the histogram of daily SPY change (1980-2005), it shows "fat tails" on both side:
    upload_2020-4-2_16-54-44.png

    Are both tails tradable was my question.

    Taleb in his writing implied he took advantage of the left tails. I modeled SPY histograms from 1993-2019, the left tails are a lot more pronounced than the right, thus my question.

    I don't know how to tie this to vol and variance because I only think in price space.
     
    #72     Apr 2, 2020
  3. .sigma

    .sigma

    Very true...

    it’s the unknown unknowns we gotta worry about.

    even tho we can’t lol
     
    #73     Apr 2, 2020
  4. .sigma

    .sigma

    iron, not only do you see fat tails..

    the MAJORITY of the markets down moves are from the left tail, and vice versa for the right tail.

    pretty crazy when you think about that.
     
    #74     Apr 2, 2020
    ironchef likes this.
  5. Amahrix

    Amahrix

    we just need to acknowledge that there are things unknowable and hedge ourselves (clip the left tail off); can be done a few ways
     
    #75     Apr 2, 2020
    ironchef likes this.
  6. Amahrix

    Amahrix

    1. Both tradable
    2. Because of the skew
    3. Let’s focus on our payoff space and simply make that, at the least, robust to tail events(surviving) or take it one step further and become antifragile to tail events (thus surviving and gaining from the event itself).

    people spend a lot of time on x versus f(x)

    https://www.elitetrader.com/et/threads/the-fallacy-of-forecasting.336260/
     
    #76     Apr 2, 2020
    ironchef likes this.
  7. ironchef

    ironchef

    :thumbsup::thumbsup::thumbsup:. I always wonder why someone like you, @Same Lazy Element, @Kevin Schmit, @taowave... spend time on ET helping us retails? But we sincerely thank all of you.

    The most important concept I learned from @MrScalper. :)
     
    #77     Apr 2, 2020
  8. Amahrix

    Amahrix

    need not draw a line in the sand and put these users you've mentioned above on one side and yourself and retail on the other. we're in this together. all those guys im sure have had large losses like myself and humbling experiences; its the post traumatic growth experience where the knowledge develops, if you allow it to. And one must nourish that process and allow it to happen, but closed-mindedness, stubbornness, ego, and arrogance kills it. We're all just humans, and to be human is to be prone to be fooled by randomness.

    plus, idk the distinction between retail and professional. As long as your P/L is positive over time........ that’s the only thing that really matters, isn’t it
     
    Last edited: Apr 3, 2020
    #78     Apr 3, 2020
    ironchef and ffs1001 like this.
  9. Amahrix

    Amahrix

  10. ironchef

    ironchef

    #80     Apr 3, 2020