#opex

Anya Rossi

sweetdream.ai

SweetDream.ai•Sponsored•Livecam

Watch Anya Live

Anya is streaming live right now! Join her private show and enjoy exclusive content.

Exclusive private shows

1.2k viewers online

Private Show

Join now for exclusive access

Free preview available • Premium content

fresh crumbs 🥐 Nothing changes narrative like a 3% gamma rally on Quarterly #Opex Tomorrow we may see some follow through but the big effect was #vol compression Today was a reaction to structural flows within a stairstep decline @stocktwits with Cem Karsan 🥐

fresh crumbs 🥐 Nothing changes narrative like a 3% gamma rally on Quarterly #Opex Tomorrow we may see some follow through but the big effect was #vol compression Today was a reaction to structural flows within a stairstep decline @stocktwits with Cem Karsan 🥐

77,323 просмотров • 3 месяцев назад

🥐 fresh crumbs 🔥 People are aware of this decline 🦜🍹 so it's not going to be fast... But it's coming 🔸 This is the 🪟 weakness into March #OPex 🔸 Will be met with QE causing ✍️ a rally into May-Jun 🔸 First FED rate cut ✂️ in Q2 ( June ) 🔸 30-40% decline from ATH into Q4 Cem Karsan 🥐 on Forward Guidance Full interview

🥐 fresh crumbs 🔥 People are aware of this decline 🦜🍹 so it's not going to be fast... But it's coming 🔸 This is the 🪟 weakness into March #OPex 🔸 Will be met with QE causing ✍️ a rally into May-Jun 🔸 First FED rate cut ✂️ in Q2 ( June ) 🔸 30-40% decline from ATH into Q4 Cem Karsan 🥐 on Forward Guidance Full interview

181,847 просмотров • 1 год назад

🥐 fresh crumbs We called the ~10% decline into March #OPex ... at 5400 🍐 we thought we would get a counter-trend rally into May near all-time highs We did get a brief 🤏 5% rally ... but 🔥 unexpectedly crashed to 4830 and bounced right back to 5400 We may rally another 400 pts higher from here (~5800) BUT ⚠️ we believe enough damage has been done that institutions will be ready to sell into this rally ✍️ It's also possible that this was just a deeper cut (21%) and we'll get back "on (a bullish) path" with a positve headline The most important thing right now... the oval office seems particularly motivated to soothe the bond market The long term bond needs 💦 liquidity Japan 🇯🇵 owns 1/3 of our external debt and as tensions rise with China, Japan is the most important ally to work with So, watch Japan headlines closely in the coming weeks 🥐 Cem Karsan 🥐 with Stocktwits Full Interview 👇

🥐 fresh crumbs We called the ~10% decline into March #OPex ... at 5400 🍐 we thought we would get a counter-trend rally into May near all-time highs We did get a brief 🤏 5% rally ... but 🔥 unexpectedly crashed to 4830 and bounced right back to 5400 We may rally another 400 pts higher from here (~5800) BUT ⚠️ we believe enough damage has been done that institutions will be ready to sell into this rally ✍️ It's also possible that this was just a deeper cut (21%) and we'll get back "on (a bullish) path" with a positve headline The most important thing right now... the oval office seems particularly motivated to soothe the bond market The long term bond needs 💦 liquidity Japan 🇯🇵 owns 1/3 of our external debt and as tensions rise with China, Japan is the most important ally to work with So, watch Japan headlines closely in the coming weeks 🥐 Cem Karsan 🥐 with Stocktwits Full Interview 👇

145,068 просмотров • 1 год назад

🥐 fresh crumbs Here we are $ES 6100 in the Summer of George ☀️ 👸Vanna 🦥 Charm have been supportive ... but Friday #Opex they are gone Next couple weeks, expect market 🔻 down + vol 🔻 down #Vol compression will continue for at least 1-2 months Base case, this decline will be a slow-motion train wreck to yearly lows ( $ES ~4800 ) within the next 6 months Cem Karsan 🥐 with Stocktwits Full interview

🥐 fresh crumbs Here we are $ES 6100 in the Summer of George ☀️ 👸Vanna 🦥 Charm have been supportive ... but Friday #Opex they are gone Next couple weeks, expect market 🔻 down + vol 🔻 down #Vol compression will continue for at least 1-2 months Base case, this decline will be a slow-motion train wreck to yearly lows ( $ES ~4800 ) within the next 6 months Cem Karsan 🥐 with Stocktwits Full interview

102,266 просмотров • 1 год назад

🥐 fresh crumbs Something has changed 🫢 We just got a BIG BEAUTIFUL DEAL with China 🇨🇳 🔸 we expected the decline into March #Opex 🔸 we expected the rally to 5700-6000 🔸 the bigger decline will begin in Q3 We still believe this, but a deal like this changes the path 🔀 Follow The Flows 👇 If you have ever wondered how Cem Karsan is able to call pivotal moments (exact dates in some cases) well in advance 👸 Vanna and 🦥 Charm are structural flows embedded in this market Click below to hear the full interview with Ash Bennington Ash Bennington + Cem Karsan Cem Karsan 🥐 ▶️

🥐 fresh crumbs Something has changed 🫢 We just got a BIG BEAUTIFUL DEAL with China 🇨🇳 🔸 we expected the decline into March #Opex 🔸 we expected the rally to 5700-6000 🔸 the bigger decline will begin in Q3 We still believe this, but a deal like this changes the path 🔀 Follow The Flows 👇 If you have ever wondered how Cem Karsan is able to call pivotal moments (exact dates in some cases) well in advance 👸 Vanna and 🦥 Charm are structural flows embedded in this market Click below to hear the full interview with Ash Bennington Ash Bennington + Cem Karsan Cem Karsan 🥐 ▶️

88,811 просмотров • 1 год назад

🥐 fresh crumbs We need to hit new meaningful highs if we are going to continue this rally In the absence of a dovish FED 🕊️ FOMC this rally will likely fade $SPX could decline below the Nov gap 5500 - 5200 around March #OPex ... followed by a 10% rally 🔺 after March #OPex to a minor new all time high ~6100 May, June ☀️ look for signs of a reversal (top) Cem Karsan 🥐 with Maggie Lake Full Video

🥐 fresh crumbs We need to hit new meaningful highs if we are going to continue this rally In the absence of a dovish FED 🕊️ FOMC this rally will likely fade $SPX could decline below the Nov gap 5500 - 5200 around March #OPex ... followed by a 10% rally 🔺 after March #OPex to a minor new all time high ~6100 May, June ☀️ look for signs of a reversal (top) Cem Karsan 🥐 with Maggie Lake Full Video

100,859 просмотров • 1 год назад

🥐 fresh crumbs Dec 17th - 18th #FOMC caused a quick move down which created a margin call issue into #OPex Dec 20th #OPex risk came off and $ES rallied 🔺 3% What can we expect into the end of the year 🤔 🔸 Monday a lot of hedges come off ⚠️ #instability 🔸 Supportive structured flows 🌊 are fading 🔸 Likely to get more selling There's a re-leveraging effect that should provide 👉some support 👈 into EOY but interest rates + inflation is the new #Narrative As we head into Jan 20th #Inauguration, people may want to be risk off Cem Karsan 🥐 🥐 with Rick Santelli on CNBC

🥐 fresh crumbs Dec 17th - 18th #FOMC caused a quick move down which created a margin call issue into #OPex Dec 20th #OPex risk came off and $ES rallied 🔺 3% What can we expect into the end of the year 🤔 🔸 Monday a lot of hedges come off ⚠️ #instability 🔸 Supportive structured flows 🌊 are fading 🔸 Likely to get more selling There's a re-leveraging effect that should provide 👉some support 👈 into EOY but interest rates + inflation is the new #Narrative As we head into Jan 20th #Inauguration, people may want to be risk off Cem Karsan 🥐 🥐 with Rick Santelli on CNBC

83,304 просмотров • 1 год назад

🥐 fresh crumbs with OJ 🧃 #OPex week Dips are #BUYING opportunities 👸🦥 + positive Jan 1st flows will continue to grind $SPX higher through the low volume holidays #Dispersion is back and we may see a running of the MEMES🎲 We can expect to see a shift in market leadership, a #rotation where some high-performing stocks $NVDA would potentially lose ground #PumpersInChief 👔 Trump & Elon 🚀 means narratives will drive this market 😉 #Dogecoin Go find the #narratives! Oliver Renick with Cem Karsan 🥐

🥐 fresh crumbs with OJ 🧃 #OPex week Dips are #BUYING opportunities 👸🦥 + positive Jan 1st flows will continue to grind $SPX higher through the low volume holidays #Dispersion is back and we may see a running of the MEMES🎲 We can expect to see a shift in market leadership, a #rotation where some high-performing stocks $NVDA would potentially lose ground #PumpersInChief 👔 Trump & Elon 🚀 means narratives will drive this market 😉 #Dogecoin Go find the #narratives! Oliver Renick with Cem Karsan 🥐

83,174 просмотров • 1 год назад

🥐 Wobble in the Fall ✅ 🥐 Rally into EOY ✅ 🥐 15% decline in March #OPex ✅ 🥐 Rally into May ✅ 🥐 Summer of George ✅ What's next .... 🥐 Next 4 - 5 weeks Market 🔻 Vol 🔻

🥐 Wobble in the Fall ✅ 🥐 Rally into EOY ✅ 🥐 15% decline in March #OPex ✅ 🥐 Rally into May ✅ 🥐 Summer of George ✅ What's next .... 🥐 Next 4 - 5 weeks Market 🔻 Vol 🔻

37,207 просмотров • 10 месяцев назад

🥐 fresh crumbs By this time next month ... " I have a feeling markets are going to take this to a very interesting decision point " If we're not down 🔻 7%+ post Sep 19th #OPex odds diminish that a substantial decline will continue ... and the possibility of a blow off top into January becomes more likely Cem Karsan 🥐 🥐 with the hilarious 𝐁𝐞𝐧 𝐂𝐚𝐡𝐧 Full interview Stocktwits

🥐 fresh crumbs By this time next month ... " I have a feeling markets are going to take this to a very interesting decision point " If we're not down 🔻 7%+ post Sep 19th #OPex odds diminish that a substantial decline will continue ... and the possibility of a blow off top into January becomes more likely Cem Karsan 🥐 🥐 with the hilarious 𝐁𝐞𝐧 𝐂𝐚𝐡𝐧 Full interview Stocktwits

36,049 просмотров • 10 месяцев назад

🥐 fresh crumbs The #vol supply that lead to the 👸🦥 support that pushed markets higher is now going away #Gamma is in short supply & the market is slowly becoming unpinned Upcoming Event Volatility: 🔸 May 13th #CPI data 🔸 May 16th #Opex 🔸 June 30th #QuarterlyOpex ... Quarterly Opex are always dangerous ⚠️ Cem Karsan 🥐

🥐 fresh crumbs The #vol supply that lead to the 👸🦥 support that pushed markets higher is now going away #Gamma is in short supply & the market is slowly becoming unpinned Upcoming Event Volatility: 🔸 May 13th #CPI data 🔸 May 16th #Opex 🔸 June 30th #QuarterlyOpex ... Quarterly Opex are always dangerous ⚠️ Cem Karsan 🥐

44,458 просмотров • 1 год назад

🥐 fresh crumbs Feb - Mar #OPex was the 🪟 for a pullback and #vol expansion It is not a coincidence this decline began on Feb 19th #VIXpiration 🔸 This was a warning shot 🔸 A bigger decline is coming (this year) Full interview with Cem Karsan 🥐 on TopTradersLive.com

🥐 fresh crumbs Feb - Mar #OPex was the 🪟 for a pullback and #vol expansion It is not a coincidence this decline began on Feb 19th #VIXpiration 🔸 This was a warning shot 🔸 A bigger decline is coming (this year) Full interview with Cem Karsan 🥐 on TopTradersLive.com

26,336 просмотров • 1 год назад