SoftBank is the manipulator

[destriero]

Responsible for the decoupling of vol and share price. No longer the boogey man. You're fuckd, Bro.

https://www.ft.com/content/75587aa6...ft?token=2ada5149-23ae-4d9d-bfb2-45cbbbf58860

 

[Arnie]

I posted about that yesterday...

https://www.elitetrader.com/et/thre...correction-in-stoc.349615/page-2#post-5194753

I think first report was here...

https://www.thebeartrapsreport.com/blog/

 

[noddyboy]

Responsible for the decoupling of vol and share price. No longer the boogey man. You're fuckd, Bro.

https://www.ft.com/content/75587aa6...ft?token=2ada5149-23ae-4d9d-bfb2-45cbbbf58860

yeah I blame them for my massive losses

 

[destriero]

I posted about that yesterday...

https://www.elitetrader.com/et/thre...correction-in-stoc.349615/page-2#post-5194753

You should have started a thread as this is monumental news.

What does he do with his Jan 2021 vol?

The genie is out of the bottle so it's highly unlikely that he can bully the mkt and would buy more vol. So does he short D1 in those single names, short NQ, short equity swaps?

 

[Arnie]

So, let me ask a question.
Do dealers (MM's) lighten up (on long hedge) as Vol decreases?

 

[destriero]

So look at the historical analogs... LTCM, JPM's London desk in CDS. etc. So how do you target SFTBY's positions? You don't lean on vol--you lean on the shares.

 

[noddyboy]

You should have started a thread as this is monumental news.

What does he do with his Jan 2021 vol?

The genie is out of the bottle so it's highly unlikely that he can bully the mkt and would buy more vol. So does he short D1 in those single names, short NQ, short equity swaps?

He bought index puts...that would explain SKEW

 

[destriero]

He bought index puts...that would explain SKEW

The fuck he did. lol you have no idea what you're talking about. Look at the smile.

 

[noddyboy]

The fuck he did. lol you have no idea what you're talking about. Look at the smile.

Which skew are you talking about?

 

[destriero]

Which skew are you talking about?

The shape of the vol-curve in SPX and single names. I assume that you're referring to the CBOE ticker, which has not moved.

http://www.cboe.com/index/dashboard/skew#skew-performance