Put / Call Ratio influence on S&P 500

Discussion in 'Options' started by HitAndMissLab, Sep 4, 2024.

  1. #11     Sep 6, 2024
    HitAndMissLab and MarkBrown like this.
  2. Thank you for an insightful response.

    I recently "discovered" that stock indices basically have x2 modes, calm & volatile. And one basically has to have switch to start or stop trading according to volatility. It seems that VIX is best among many options as this "switch". For example using VIX as a switch drastically improves performance of opening range breakout systems.
     
    #12     Sep 6, 2024
    MarkBrown likes this.
  3. Traders normally love volatility, since it provides wider ranges. So if you stop when volatility is high you'll act against the majority.

    The bigger the risk the more chances to profit. We don't talk about drawdowns here...
     
    #13     Sep 6, 2024
  4. MarkBrown

    MarkBrown

    moral to the story " know thine regime"
     
    #14     Sep 6, 2024
  5. poopy

    poopy

    It is literally worthless. Zero utility.

    Run a risk-reversal figure in real-time. "Main indicator" in his model. That explains a lot.
     
    #15     Sep 6, 2024
  6. Real Money

    Real Money

    Really doubt its useful at all. Plenty of guys think they're hot shit in options, and yet they know fuck all about how they're priced and hedged... LOL

    You want volume ratios? You can try $VOLD or the NYSE DJX order flow monitor -- $TIKI.

    You want edge on index, you should be watching mega cap implied vols, synthetic futures, VWAPs, rates, and even index basis spreads.

    If you want to get quantitative, at least do it with some kind of awareness of what's available.

    The 25d RR is how vol guys monitor the options market, also mm doing it.
     
    #16     Sep 6, 2024
  7. Real Money

    Real Money

    As they say, a picture is worth a thousand words... index spreads.png This is a panel of index spreads with the hedge leg overlayed (left). Orange is RTY and green is YM. The spreads are in white.


    You still think this shit isn't related to index trading?

    This is the NYSE $TIKI indicator with dow futures overlayed. DOW TICK.png

    If you had any doubt at all, just look at the chart. Green is the YM contract, and the ups and downs are "breakouts" in order flow. This indicator ranges from -30 to 30 where a reading of 30 means every stock in the dow is trading on the offer (aggressive buying), and vice versa.

    My formula is like [$TIKI - EMA($TIKI,20)] which is very similar to using a lagged price to monitor the delta in the order flow metric. I'm also using HIGH/LOW functions and differences/summations of price vs them. The ribbon is just simple SMA ribbon on that function.
     
    #17     Sep 6, 2024
    beginner66 and MarkBrown like this.
  8. poopy

    poopy

    Can I ask why you aren’t reducing your ratios? Are we still in middle school?
     
    #18     Sep 6, 2024
  9. Real Money

    Real Money

    What's the point. Those are the cash values of the spreads (mini).

    I mean, the pnl is on the chart dollar for dollar. You can reduce the ratio, but then you will have to mentally calculate the pnl. Also, the lowers are auto-scaled.
     
    #19     Sep 6, 2024
  10. The way I look at that is, I'll just get the data and then do the stats on it. If stats works then it works.

    Even James Simmons said we can't prove that something works, we can only calculate statistical significance, and then choose to trade it or not. There is statistical method called Principal Component Analysis ( PCI ) and it will tell one how real the influence is.
     
    #20     Sep 6, 2024
    Steve777 likes this.