Now Everything Is Red

Yo, Pit Crazies,


A market condition is a combination of price and volatility. 


Right now, none of that looks great since the sentiment went off a cliff after Fed Chair Jerome Powell’s latest Dark Knight routine.


I guess folks forgot what data dependent means …


But the constant stream of spending out of Washington DC is not going to help the spending problem that led to the inflation spike in the first place.


Stocks responded yesterday with this:



Is this the whole story?


SPX IV At the Money Went Down

The snap I am showing below  is the SPX Jan. 20 3700 put strike … 


SPX Jan. 20 3700 Put IV (Red line)

IV on the strike declined on Monday in the VIX-sensitive 30-day term. The one thing about 2022 has been the viciousness of the snapback rallies. The market seems to be discounting those options, which does not make a great case for the bears.


The issue is, can the market sustain a 22% volatility?  The answer Monday was not really.


The SPX lives on the bid for downside options since the skew is charging more volatility for every strike south of the ATM. Right now, those higher prices are not finding any buyers.


Perfect conditions for my vol strategy in SPYMaster and the new Easy Trade Button.


The Rundown

Option Shopper

Licia had a great day yesterday:

– ProShares Ultrashort QQQ ETF (Ticker: SQQQ) Dec. 23 50.50/55.50 call spread closed for a 27% gain.

Uber Inc (Ticker: UBER) Dec. 30 26.5 puts closed for a 61% gain.

– Gap Inc (Ticker: GPS) Dec. 23 13 puts closed for a 114% gain.


Nitro Trader 

Mark goes boom with Apple Inc. (Ticker: AAPL) Jan. 20 130/120 put vertical closed for a 62% gain.


Power Income Trader

SPDR S&P 500 etf (Ticker: SPY) 1/3/2 Dec. 12 400/407/414 call butterfly closed for a 13% gain.


OP Mentoring

DIV+ Minnesota Mining and Manufacturing Inc (Ticker: MMM) Dec. 16 110/135 strangle & 100 shares closed for a 31% gain.


To Your Trading Success,


AG

Andrew Giovinazzi

Andrew Giovinazzi

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About the Author

Andrew Giovinazzi

Andrew Giovinazzi

Former CBOE floor trader and CIO at Karman Line Capital. Author of ‘The Option Traders Hedge Fund’ with over 30 years of options trading experience.

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