Urgent Message From Rennick

Discussion in 'Trading' started by William Rennick, Jul 17, 2007.

  1. What happened to you Rennick? Why you did not open shop a bit earlier. Well you may have been OUT! Great stuff buddy! :)
     
    #1151     May 2, 2008
  2. MAESTRO

    MAESTRO

    Good confirmation. I was hoping to hear that from you! :)
     
    #1152     May 2, 2008
  3. MAESTRO

    MAESTRO

    I think Rennick uses black magic illegally! :D :D GOOD BLOODY CALL! :)
     
    #1153     May 2, 2008
  4. Personally I am not a fan of shorting naked puts over the weekend, especially if you’re selling to open late on a Friday. The pits already begun pricing the weekend decay into the options earlier in the day. Not only that you’re assuming the worlds geopolitical risk over the weekend. Vols have come in so hard in the last 10 days you’re selling 23% vol in the June 12ish delta put, that’s not very attractive from a implied volatility standpoint.

    If you want to be long delta or short vega over the weekend there are better ways.
     
    #1154     May 2, 2008
  5. MAESTRO

    MAESTRO

    Thank you. I am never naked though. It's against our fund's policy. I usually do Christmas trees over the weekend.
     
    #1155     May 2, 2008
  6. an xmas tree is just a variation on a ratio spread not that big a deal. You commented that you were interested in selling the June 1380's I didnt see anything about a spread so I assumed naked.
     
    #1156     May 2, 2008
  7. Good stuff guys,, can we get riskarb in here to translate please.:cool:
     
    #1157     May 2, 2008
  8. MAESTRO

    MAESTRO

    Yes, you are right. I am usually focused on the last naked option that I normally sell at 2 STDs out. I did not mention the front pair, you are correct. I also do not use the standard ratios and I always try to short Vega on the rising markets using the dips. Theta usually kicks in at around 2pm and I normally have my weekend positions before that.
    Cheers,
    MAESTRO

    P.S. My last puts are not at 1380, they are at 1280 at 7.5 pts premium.
     
    #1158     May 2, 2008
  9. Simply put, selling options late on a Friday wont net you the weekends decay since the market will start pricing days ahead earlier in the day Friday. Therefore you’re assuming all the risk for the short options over the weekend without receiving the benefit of the time decay in your favor over the weekend.

    Geopolitical risk is a simple concept too. You can pain any number of scenarios which would make the markets open significantly down, meaning the SPX opening down ah la black swan event, but its not easy to find one which would force the market to open up huge. When you’re selling those naked puts you assume 100% of that geopolitical risk for very little protection or premium.

    Implied volatility in the SPX has been dropping steadily for 10 days as evidenced by the VIX, if you were interested in selling some vega ( implied volatility ) why do it now with the VIX at under 19 when you could have sold it with the vix 24 or more not long ago?
     
    #1159     May 2, 2008
  10. My apologies, for my misreading your post.. good luck getting a 1280 put off at 7.50, I would say we'll all have a lot of opportunity to trade between here and that level.
     
    #1160     May 2, 2008