AwesomeRevolution98

AwesomeRevolution98 t1_ja92ccf wrote

Yea the usual iv crush is a concern . I just don't get how all these companies like Walmart or target can have only one really bad earnings and then never have one again. So might yolo some into puts. For bulls would probably see like a 10% gain if things work well

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AwesomeRevolution98 t1_j9v959k wrote

Set aside like 50% on cash. Play some Nvidia puts expiring in 6 months ,30-40% otm and then the rest you could buy some leaps on crypto miner stocks like riot or Mara in case this " soft landing " is believed by the market.

Then probably 10-15k to yolo on some fomc meeting, inflation day , and company earnings plays in the future. Obviously not all at once, max a few hundred per earnings play and only on ones with some history of volatility

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AwesomeRevolution98 t1_j8xr1zd wrote

Well tbh considering European markets are close to their all time highs after a 35-40% drop in dollar terms , and now up 35-45%, this soft landing might be in play and American markets are gonna eventually recover.

When stocks moon crypto will too. Then maybe your diamond hands might pay off when you sell for like 130k.

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AwesomeRevolution98 t1_j6piouy wrote

That is exactly why I feel that the whole " 5% terminal rate bro and then massive pivot " is some soft landing meme cope . So much more work for feds to do that chances are we might either go past 5% to 6-6.5%, or we stay at 5% for a lot longer then we expect to.

As awesome as some rate cut or ending rates here would be things are still far too overshot to risk doing that now.

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