seat arbitrage

seat arbitrage

Friends,

If a tree falls in a forest, does it have a delta impact?

I didn’t feel like writing so you get the answer I’d give over a beer in Roppongi if you gave me a few minutes to collect my thoughts (and if I drank).

Dark arts. Microstructure. Options.

Enjoy…

Another story with some powerful lessons…


continue at moontower.substack...

要查看或添加评论,请登录

Kristopher Abdelmessih的更多文章

  • one-touch

    one-touch

    Friends, I’m in Vegas this weekend to celebrate a friend’s 50th. Between March Madness, Dead & Co returning to the…

  • BTC Options Autopsy

    BTC Options Autopsy

    Friends, In Sunday’s surfing volatility, I recapped my IBIT (the spot BTC ETF) options trading for the 10 days…

  • Notable lessons from a 35-year market vet

    Notable lessons from a 35-year market vet

    Friends, Matt Zeigler interviewed Kevin Muir. The interview is 5 stars so I am memorializing the transcript so I can…

    1 条评论
  • surfing volatility

    surfing volatility

    Friends, Market’s been pretty wacky so lots of yapping down below. I’ll keep it short up top here.

    3 条评论
  • misconception about harvesting volatility

    misconception about harvesting volatility

    Friends, A few things today: addressing a misconception practical trade riffing another spreadsheet tool 1. A…

  • 4 years removed — a reflection on my biggest bet

    4 years removed — a reflection on my biggest bet

    Friends, I was out Monday night in SF with friends from Parallax and we realized it’s been exactly 4 years this week…

  • are you incinerating money when you sell your house?

    are you incinerating money when you sell your house?

    Friends, I’m in Tahoe for a friends and family weekend so less rambling today. Just gonna do an Arnold and “be useful”:…

    2 条评论
  • weekend theta

    weekend theta

    Friends, The “weekend effect” in options refers to the tendency of implied vol to increase on Mondays. Why does it…

  • don't sleep on this stuff

    don't sleep on this stuff

    Friends, I’m in charge of the games we play at holiday get togethers. This past Christmas I used ChatGPT to write a…

  • evil empire

    evil empire

    Friends, We just renewed our lease through August 2026. By the time it ends we will have been in our rental for 6 years.

    1 条评论

社区洞察

其他会员也浏览了