InvestIdeas

A good watch. Something that I try to understand and learn. Guess better stick to value investing for it is safer


Is Cem Karsan's Bear Thesis Still On?
https://m.youtube.com/watch?v=Cqd-cjog8 ... Nhbg%3D%3D


The Risk of Being Bearish on Stocks with Cem Karsan
https://m.youtube.com/watch?v=8IjgYz08r ... Nhbg%3D%3D

@jam_croissant
dissects this tug of war relationship with
@OJRenick
and explains how investors can navigate a market that is “broken in the short-term”:
https://twitter.com/TDANetwork/status/1 ... 8527026332

Still trying hard to understand and learn...

@jam_croissant joins @OJRenick to analyze the latest trends in volatility, detailing where he sees the next window of opportunity in markets:

https://twitter.com/SchwabNetwork/statu ... 1826385374

What’s Driving Both Stocks and Yields Higher? With Cem Karsan
https://m.youtube.com/watch?v=XUNdUzDIj ... aXNpb24%3D

High risk period starting from tomorrow to 1st November

breaks down the latest trends in volatility and what to expect from the Fed with
@OJRenick
:
https://twitter.com/SchwabNetwork/statu ... 8008789140

He is correct that market rebound after Nov 1....

He said Macro is important but in the short term flows dictate the market often cites #VIXpiration ( Wednesday before OpEx ) as a time to be cautious ... why?
https://twitter.com/ozzy_livin/status/1 ... 1669294483

@jam_croissant & @maggielake
talk about the options market, its impact on markets, and how it will impact market structure in light of this recent rally on today's Daily Briefing.
https://twitter.com/RealVision/status/1 ... 5293987960


Markets hit the pause button as bonds continue to rally...
https://twitter.com/RealVision/status/1 ... 1714751656


After nailing the $SPX low to the day and the price,
@jam_croissant is back with @OJRenick to share his outlook for volatility and options flows into year end:
https://twitter.com/SchwabNetwork/statu ... 0457599009

behappyalways wrote:High risk period starting from tomorrow to 1st November
breaks down the latest trends in volatility and what to expect from the Fed with
@OJRenick
:
https://twitter.com/SchwabNetwork/statu ... 8008789140

He is saying right now that flows(liquidity) is stronger than Macro(fundamentals) hence market is up. Risk period will be after Jan 24 opex...

Flows Vs Macros
https://twitter.com/SchwabNetwork/statu ... 2492843164

@jam_croissant
talks December OpEx, Powell’s pivot, and when the next window of weakness could open with
@OJRenick
:
https://twitter.com/SchwabNetwork/statu ... 2492843164

A good watch....

#937 How Low Can Yields Go? With Cem Karsan
https://m.youtube.com/watch?v=Fzagqf3Th ... 5jZQ%3D%3D

two possible scenarios
https://twitter.com/TopTradersLive/stat ... 6840862001


With the US election right around the corner, we talk about possible scenarios that could emerge from this crucial event and how the economic landscape and world at large will be affected
https://twitter.com/TopTradersLive/stat ... 4257646840