Excess Returns  cover image

Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan

Excess Returns

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Is There a Window of Non Strength?

This is a period to be very, very nimble and hedged for a little bit on a chance for a big positive payout. Lower probability still, but big potential, fat tail an outcome on a start to day that doesn't vt to morrow. That's when the window starts to open. It's also ve week cycle. So these vauna and charm flows, which every wood talked on here, but the byback an stock that comes from dealers naturally being short, put long, call on in the indexis slows. Andif that's the case for two weeks, that opens a window for potential weakness.

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