/biz/ - Business & Finance

>Reminder that on Friday we saw the largest call buying relative to put buying of the last 6 months
>Reminder that large call buying can (sometimes) be bullish triggering gamma squeeze(s)
>Reminder that index calls are in general more professionals than individual equity calls
>But also remember that excessive bullishness is very bearish
>Remember that when everyone is aggressively buying calls, the market maker doesn't want them all to expire ITM
>Reminder that we won't crash when everyone is sitting in puts... only when everyone is in calls
Keep your ear to the ground
>2yr yield 4.558% (lol fell to 4.46% on ISM news)
if the 2yr yield pushes 5% again, watch out below - more banks will blow up like fireworks
the more positive economic news we get, the more growth expectations will push up bond yields, the more that yields get pushed up, the more banks will fail and the more lending standards will tighten and the less loan origination/rolling of loans, the more lending standards tighten and the less loan origination/rolling, the less money supply growth / liquidity (negative) and the less economic growth
the hotter the economy runs, the higher interest rates will move = more systemic bank failures / credit crisis
if yields cool off - cool, stay long
if yields continue to rise sharply, GTFO!!
>reminder that bonds currently have over 94% IV rank
>reminder that bond traders are professionals
>why is bond IV (rank) so high, anon?
>what do they know that you don't?

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