Absurd blowoff vs potential blowoff
VIX is rising, leptokurtic market is becoming OTM- but banks need to offload to FOMO buyers.
The first model is an absurd blowoff, the second is more realistic - assuming April backs the inflow from the stimulation.
Long HYMC f& VIX for now. Not long gold yet.
The first model is an absurd blowoff, the second is more realistic - assuming April backs the inflow from the stimulation.
Long HYMC f& VIX for now. Not long gold yet.
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