doption

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MT/LT bulls want $vvix / $vix to break out and keep trending higher.

[doption]

Component correlation across different indices not telling a 'falling off a cliff' bearish story atm.

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Semi's into some sort of ST cycle peak. $SMH $SOX

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$ARKK..

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$IWO / $IWN . Growth/value. See that Jan ‘21 blow off top. Should keep an eye on the pattern in red.

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What I mean, both 2000 and 2007 market tops occurred on relative low $SKEW readings.

While markets bounced in V shape fashion, $SKEW stayed low. Big guys don't need to hedge because of their positioning? Something seems off.

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Crazy static 93 month cycle in USD/EURO. Now what..

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While markets bounced in V shape fashion, $SKEW stayed low. Big guys don't need to hedge because of their positioning? Something seems off.

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Keeping an eye on $VVIX

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What if the sideways action of the $DJT and $RUT since the 2021 top is a FLAT correction..

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Hated Rally

Component correlation across multiple indices high and still climbing. This rally is very much hated. Am uncomfortably long here. Might regret. $spx $ndx

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$SPX - 2000 top analog. 1:1

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Nice daily cycle in $UGAS topping end of July.

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Weekly $ZL cycle top end of '26. #soy

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Looking at gold/palladium, all cycles point to short gold, long palladium for at least the remainder of the year. Not saying gold will crater but $PA . .

Added to $PA position. Expecting some sort of 3rd wave. #grainofsalt

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Added to $PA position. Expecting some sort of 3rd wave. #grainofsalt

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Palladium weekly cycles not responding that well. Daily cycle composite low coming up. Adding to my position in coming week.

The weekly composite.