{"NODES":{"1933485184088715571":{"id":"1933485184088715571","date":"2025-06-13 11:22:44","author":"mediocrebuysideanalyst","handle":"volisdead","text":"That was some stop out in UX1 overnight on that ramp to 22.7","hashtags":[],"conv":"1933485184088715571","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":1,"quotes":0,"views":827,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1933485184088715571","type":"tweet","issues":[]},"1933606232847495624":{"id":"1933606232847495624","date":"2025-06-13 19:23:45","author":"Z","handle":"ZeeContrarian1","text":"@VolSignals One guy trades the $VIX for a living for the past 14 years, makes real money, and gives advice for free.\n\nThe other sells newsletters and signals—and can’t write a sentence without jargon to confuse average folks and sound smart.\nWho would you trust?\nThink about it.","hashtags":[],"conv":"1933603650875895928","reply_id":"1933603650875895928","quote_id":"1933663291135398238","retweet_id":"","reply_to":"VolSignals","likes":333,"retweets":3,"replies":24,"quotes":3,"views":18944,"bookmarks":15,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/ZeeContrarian1/status/1933606232847495624"},"1927529522145960099":{"id":"1927529522145960099","date":"2025-05-28 00:57:04","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Well still can’t get back online, it’s now up another 1%","hashtags":[],"conv":"1927526550460682481","reply_id":"1927526550460682481","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":2,"retweets":0,"replies":1,"quotes":0,"views":615,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1927529522145960099","type":"reply","issues":[]},"1963256589743222830":{"id":"1963256589743222830","date":"2025-09-03 15:03:41","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I don’t know why I’m happier about small PA gains than significantly more wealth accretive work gains but I am","hashtags":[],"conv":"1963255964632502478","reply_id":"1963255964632502478","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":10,"retweets":0,"replies":0,"quotes":1,"views":658,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1963256589743222830","type":"reply","issues":[]},"1907467123007365563":{"id":"1907467123007365563","date":"2025-04-02 16:16:15","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Squeeze tape isn’t it.","hashtags":[],"conv":"1907467123007365563","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":1,"quotes":0,"views":1133,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1907467123007365563","type":"tweet","issues":[]},"2030075950642163804":{"id":"2030075950642163804","date":"2026-03-07 00:19:58","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The way out is a prolonged war with boots on the ground. 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10:24:43","author":"mediocrebuysideanalyst","handle":"volisdead","text":"My heart rate has wobbled like the intraday chart of $RHM","hashtags":[],"conv":"1909190593282003151","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":0,"quotes":0,"views":1128,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1909190593282003151","type":"tweet","issues":[]},"1948506874472468713":{"id":"1948506874472468713","date":"2025-07-24 22:13:35","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Intel can’t squeeze so rally on","hashtags":[],"conv":"1948506874472468713","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":0,"quotes":0,"views":594,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1948506874472468713","type":"tweet","issues":[]},"1946186835908026448":{"id":"1946186835908026448","date":"2025-07-18 12:34:34","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Honestly thinking about punting longs in Pulte group because only the dumbest trades make money this year","hashtags":[],"conv":"1946186835908026448","reply_id":"","quote_id":"1947653037670941058","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":0,"quotes":1,"views":2006,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1946186835908026448","type":"quote","issues":[]},"2055072359174778897":{"id":"2055072359174778897","date":"2026-05-14 23:46:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Thought experiment- where would $META trade if they spun out MSL as a public co with a licensing agreement giving them first access to any new model tech for use in $META 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02:28:37","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Never mind this is such nonsense","hashtags":[],"conv":"1907547914806718553","reply_id":"1907547914806718553","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":2,"retweets":0,"replies":1,"quotes":0,"views":597,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1907621228799521161","type":"reply","issues":[]},"1941611571865616542":{"id":"1941611571865616542","date":"2025-07-05 21:34:06","author":"mediocrebuysideanalyst","handle":"volisdead","text":"If you didn’t sell UX1 on Independence Day are you truly American ?🇺🇸","hashtags":[],"conv":"1941611571865616542","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":1,"quotes":0,"views":1218,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1941611571865616542","type":"tweet","issues":[]},"1907633331308527869":{"id":"1907633331308527869","date":"2025-04-03 03:16:42","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The only trade out of these tariffs to me is to sell every US$ asset you can and buy EUR, CHF, JPY, MXN, CAD and whatever other currency you can","hashtags":[],"conv":"1907633331308527869","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":29,"retweets":0,"replies":3,"quotes":0,"views":2326,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1907633331308527869","type":"tweet","issues":[]},"2059717830761693604":{"id":"2059717830761693604","date":"2026-05-27 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Just because I got short again","hashtags":[],"conv":"1708860428120363314","reply_id":"1708860428120363314","quote_id":"","retweet_id":"","reply_to":"WaterworldCapi1","likes":2,"retweets":0,"replies":1,"quotes":0,"views":83,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1708862762313564382","type":"reply","issues":[]},"1973708073228435738":{"id":"1973708073228435738","date":"2025-10-02 11:14:09","author":"mediocrebuysideanalyst","handle":"volisdead","text":"If you’re wondering where we are in the cycle my uber driver to work today asked me if I’d read Situational Awareness","hashtags":[],"conv":"1973708073228435738","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":77,"retweets":3,"replies":5,"quotes":0,"views":11076,"bookmarks":9,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1973708073228435738","type":"tweet","issues":[]},"1936970421985017910":{"id":"1936970421985017910","date":"2025-06-23 02:11:50","author":"mediocrebuysideanalyst","handle":"volisdead","text":"If Asian market performance is to be believed prepare for another ripping $CRCL rally sorry @nope_its_lily","hashtags":[],"conv":"1936970421985017910","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":0,"quotes":0,"views":920,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1936970421985017910","type":"tweet","issues":[]},"2077351902690332960":{"id":"2077351902690332960","date":"2026-07-15 11:17:43","author":"mediocrebuysideanalyst","handle":"volisdead","text":"It’s crazy how much time is currently being spent on memory. What are you, anon, going to have in terms of variant perception in an asset that likely has the most eyes on it of any technology theme atm?","hashtags":[],"conv":"2077351902690332960","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":30,"retweets":1,"replies":2,"quotes":1,"views":4546,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2077351902690332960","type":"tweet","issues":[]},"1849964055206805609":{"id":"1849964055206805609","date":"2024-10-25 23:59:36","author":"mediocrebuysideanalyst","handle":"volisdead","text":"For the first time in a while my book is actually positioned for a meaningful risk off move. Let’s see what Sunday brings. 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Looked right with the gap higher but alas","hashtags":[],"conv":"1906780449965273453","reply_id":"1906786580427403525","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":6,"retweets":0,"replies":1,"quotes":0,"views":785,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1906797264372187292","type":"reply","issues":[]},"2005042871309848638":{"id":"2005042871309848638","date":"2025-12-27 22:27:27","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Has there ever been a shitter bank product than a double no touch? I have never seen anyone make money on those in my life","hashtags":[],"conv":"2005042871309848638","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":1,"quotes":0,"views":1410,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2005042871309848638","type":"tweet","issues":[]},"2039814199962939868":{"id":"2039814199962939868","date":"2026-04-02 21:16:17","author":"mediocrebuysideanalyst","handle":"volisdead","text":"All the losses at the big platforms are just based on how bad fixed income bros got hosed and macros too deep in the cookie jar in gold, Korea, and Japan","hashtags":[],"conv":"2039813553549447394","reply_id":"2039813553549447394","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":14,"retweets":0,"replies":0,"quotes":0,"views":1655,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2039814199962939868","type":"reply","issues":[]},"2063011457604669689":{"id":"2063011457604669689","date":"2026-06-05 21:33:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Imagine if KOSPI closes green on Monday. 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Figure no insurance coverage since I’m not obese.\n@TMTLongShort you seem to be knowledgeable in this","hashtags":[],"conv":"2057072936750588039","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":4,"quotes":0,"views":2456,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2057072936750588039","type":"tweet","issues":[]},"2030054543937995086":{"id":"2030054543937995086","date":"2026-03-06 22:54:54","author":"peepeepoopoo","handle":"DeepDishEnjoyer","text":"@TexasOncologist like he literally can't. it's not a lever he has anymore","hashtags":[],"conv":"2030030022401036674","reply_id":"2030054457443008708","quote_id":"2030075950642163804","retweet_id":"","reply_to":"DeepDishEnjoyer","likes":500,"retweets":3,"replies":18,"quotes":1,"views":15179,"bookmarks":8,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/DeepDishEnjoyer/status/2030054543937995086"},"2014474782037749877":{"id":"2014474782037749877","date":"2026-01-22 23:06:29","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Bull case for pawn shops - guys selling chains they bought 5y ago for below melt price since they don’t know the price of gold","hashtags":[],"conv":"2014474782037749877","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":11,"retweets":0,"replies":0,"quotes":0,"views":1022,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2014474782037749877","type":"tweet","issues":[]},"1907155885404889483":{"id":"1907155885404889483","date":"2025-04-01 19:39:30","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I don’t know if the fact that my book is up today tells me I own shit things or good things","hashtags":[],"conv":"1907155885404889483","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":0,"replies":0,"quotes":0,"views":1111,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1907155885404889483","type":"tweet","issues":[]},"1943281641817841842":{"id":"1943281641817841842","date":"2025-07-10 12:10:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I’m once again going to dunk on China tech. Imagine the entire property sector rallying 8% and you doing nothing (looking at you $JD)","hashtags":[],"conv":"1943281641817841842","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":19,"retweets":0,"replies":2,"quotes":0,"views":1451,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1943281641817841842","type":"tweet","issues":[]},"1794900578742763808":{"id":"1794900578742763808","date":"2024-05-27 01:17:00","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Long weekend thoughts on stocks:\n1) stocks are the ultimate “positive carry trade” in a period where most are desperate \n2) we aren’t in a recession \n3) valuations are high and the bar gets higher for EPS every quarter from here","hashtags":[],"conv":"1794899467130523728","reply_id":"1794899467130523728","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":3,"retweets":0,"replies":0,"quotes":0,"views":622,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1794900578742763808","type":"reply","issues":[]},"2011940561226236260":{"id":"2011940561226236260","date":"2026-01-15 23:16:24","author":"mediocrebuysideanalyst","handle":"volisdead","text":"How’d I lose so much money today ? ( $HOOD  is the answer)","hashtags":[],"conv":"2011940561226236260","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":1,"views":3434,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2011940561226236260","type":"tweet","issues":[]},"1890552687424376908":{"id":"1890552687424376908","date":"2025-02-15 00:04:20","author":"mediocrebuysideanalyst","handle":"volisdead","text":"General question (non markets related) - what are good pants that are work appropriate that fit someone with big legs relative to waist? Need to upgrade the wardrobe... MTM fine but prefer something I dont need to think much about. And not athleisure ideally.","hashtags":[],"conv":"1890552687424376908","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":24,"retweets":0,"replies":14,"quotes":0,"views":6472,"bookmarks":11,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1890552687424376908","type":"tweet","issues":[]},"2048755445037207698":{"id":"2048755445037207698","date":"2026-04-27 13:25:36","author":"mediocrebuysideanalyst","handle":"volisdead","text":"It’s $POET ic. Maybe fundamentals do matter in this market","hashtags":[],"conv":"2048755445037207698","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":0,"quotes":0,"views":1140,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2048755445037207698","type":"tweet","issues":[]},"1909716358268346670":{"id":"1909716358268346670","date":"2025-04-08 21:13:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Well. Gents it’s happening. See you on the flip side","hashtags":[],"conv":"1909716358268346670","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":90,"retweets":0,"replies":8,"quotes":0,"views":5075,"bookmarks":5,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1909716358268346670","type":"tweet","issues":[]},"2053578076496232521":{"id":"2053578076496232521","date":"2026-05-10 20:49:01","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Wrong","hashtags":[],"conv":"2053578076496232521","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":2,"quotes":0,"views":2905,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2053578076496232521","type":"tweet","issues":[]},"1709659854476886265":{"id":"1709659854476886265","date":"2023-10-04 20:00:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@pinebrookcap @W_Analytics @radz_joe @jkonopas623 @jp10171979 @endless_frank Well done","hashtags":[],"conv":"1709659494978818120","reply_id":"1709659494978818120","quote_id":"","retweet_id":"","reply_to":"pinebrookcap","likes":1,"retweets":0,"replies":0,"quotes":0,"views":89,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1709659854476886265","type":"reply","issues":["reply-parent unavailable"]},"1794778479520584150":{"id":"1794778479520584150","date":"2024-05-26 17:11:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Ksidiii Perf has been bad for most of these QIS, maybe it will get unwound as now people chase Commodity vol lower","hashtags":[],"conv":"1794768427443241398","reply_id":"1794774282813468687","quote_id":"","retweet_id":"","reply_to":"Ksidiii","likes":7,"retweets":0,"replies":1,"quotes":0,"views":696,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1794778479520584150","type":"reply","issues":["reply-parent unavailable"]},"1693054564226768935":{"id":"1693054564226768935","date":"2023-08-20 00:17:18","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Ksidiii I would question my Theo because there’s no f’n way an SPX 3m strip trades more than 0.25v offsides","hashtags":[],"conv":"1692919987470565738","reply_id":"1692919987470565738","quote_id":"","retweet_id":"","reply_to":"Ksidiii","likes":2,"retweets":0,"replies":0,"quotes":0,"views":261,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1693054564226768935","type":"reply","issues":[]},"1918412387285184849":{"id":"1918412387285184849","date":"2025-05-02 21:08:50","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Cheers to a flattish week. Kinda feels like a win to me weirdly enough","hashtags":[],"conv":"1918412387285184849","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":1,"quotes":0,"views":1226,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1918412387285184849","type":"tweet","issues":[]},"1973573448552292668":{"id":"1973573448552292668","date":"2025-10-02 02:19:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"RT @volisdead: Just saying this Friday KWEB vols are 23 and the big boys are on holiday and it’s a bull market","hashtags":[],"conv":"1973573448552292668","reply_id":"","quote_id":"","retweet_id":"1973443954176827730","reply_to":"","likes":0,"retweets":1,"replies":0,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1973573448552292668","type":"retweet","issues":[]},"1873070858127982620":{"id":"1873070858127982620","date":"2024-12-28 18:17:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Personal Goals for 2025:\n- < 160lbs for wedding while keeping strength standards (currently 180)\n- elementary Chinese fluency\n- average sleep > 6.5hrs/night\n- 5 home cooked dinners/week \n- < 2h half marathon (I’m slow and fat)\n- organize 2 weddings and keep under budget (lol)","hashtags":[],"conv":"1873070858127982620","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":107,"retweets":0,"replies":7,"quotes":0,"views":17290,"bookmarks":24,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1873070858127982620","type":"tweet","issues":[]},"1961066444969415042":{"id":"1961066444969415042","date":"2025-08-28 14:00:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Ok dn have been rotated enough pls stop","hashtags":[],"conv":"1961044476480127018","reply_id":"1961062069085614411","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":6,"retweets":0,"replies":1,"quotes":0,"views":794,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1961066444969415042","type":"reply","issues":["reply-parent unavailable"]},"2050337778286596215":{"id":"2050337778286596215","date":"2026-05-01 22:13:14","author":"The Boston View","handle":"TheBostonView","text":"RT @TheBostonView: $NVDA currently working on a double top and a rejection at the old high. And it's doing so at a very cheap valuation, and as the entire market blasts off to Mars. That's my signal to start saying goodbye to $NVDA.","hashtags":[],"conv":"2050337778286596215","reply_id":"","quote_id":"","retweet_id":"2050223442155405405","reply_to":"","likes":0,"retweets":1,"replies":0,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/TheBostonView/status/2050337778286596215"},"1882552586244644922":{"id":"1882552586244644922","date":"2025-01-23 22:14:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"55k tomorrow iron condors sold. New record","hashtags":[],"conv":"1882544207237423428","reply_id":"1882544207237423428","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":17,"retweets":0,"replies":3,"quotes":0,"views":2833,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1882552586244644922","type":"reply","issues":[]},"1932055567947681984":{"id":"1932055567947681984","date":"2025-06-09 12:41:57","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Still have this view","hashtags":[],"conv":"1932055567947681984","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":1,"quotes":0,"views":1750,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1932055567947681984","type":"tweet","issues":[]},"2069928831855513681":{"id":"2069928831855513681","date":"2026-06-24 23:41:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Important for anyone who trades index I think. The only reason to trade the hypers is rapid ARR ramps from the labs supporting terminal AI TAM/TAM capture. Otherwise they’re blowing their load on capex taking all the risk at decreasing ROIC.","hashtags":[],"conv":"2069928831855513681","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":30,"retweets":1,"replies":1,"quotes":0,"views":5655,"bookmarks":8,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2069928831855513681","type":"tweet","issues":[]},"1743033678869995812":{"id":"1743033678869995812","date":"2024-01-04 22:16:27","author":"mediocrebuysideanalyst","handle":"volisdead","text":"back in a trading seat and equity vol is even more depressing than i remember @sdav1986 @Ksidiii . What to do when the surface moves parallel lower every day","hashtags":[],"conv":"1743033678869995812","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":5,"quotes":0,"views":1689,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1743033678869995812","type":"tweet","issues":[]},"2049153337312850142":{"id":"2049153337312850142","date":"2026-04-28 15:46:41","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Utility curve of money a big part of that","hashtags":[],"conv":"2049149118950351019","reply_id":"2049151199203471608","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":10,"retweets":0,"replies":0,"quotes":0,"views":869,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2049153337312850142","type":"reply","issues":[]},"1928277561445904792":{"id":"1928277561445904792","date":"2025-05-30 02:29:30","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Feels dangerous to be short iwm or KRE into tomorrow","hashtags":[],"conv":"1928277561445904792","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":1,"quotes":0,"views":1415,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1928277561445904792","type":"tweet","issues":[]},"1905615504561098860":{"id":"1905615504561098860","date":"2025-03-28 13:38:35","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I don’t have this view but it’s one I’m kicking around","hashtags":[],"conv":"1905615364555170061","reply_id":"1905615364555170061","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":2,"retweets":0,"replies":1,"quotes":0,"views":674,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1905615504561098860","type":"reply","issues":[]},"1988282769974415710":{"id":"1988282769974415710","date":"2025-11-11 16:28:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"What if the real Santa rally was in European equities?","hashtags":[],"conv":"1988282769974415710","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":6,"quotes":0,"views":2754,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1988282769974415710","type":"tweet","issues":[]},"1890176356862095462":{"id":"1890176356862095462","date":"2025-02-13 23:08:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Learned today that a new QIS strat has launched that is getting airtime- 0dte VarSwap replication. Sell variance at 9:30 with 4pm expiry. What could go wrong?","hashtags":[],"conv":"1890176356862095462","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":111,"retweets":4,"replies":12,"quotes":0,"views":23917,"bookmarks":32,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1890176356862095462","type":"tweet","issues":[]},"2008271144269332974":{"id":"2008271144269332974","date":"2026-01-05 20:15:27","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I bought 2m of intel at 41 because I am a patriot","hashtags":[],"conv":"2008271144269332974","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":135,"retweets":2,"replies":14,"quotes":0,"views":21644,"bookmarks":7,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2008271144269332974","type":"tweet","issues":[]},"1819571960386396259":{"id":"1819571960386396259","date":"2024-08-03 03:12:16","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@sdav1986 @pat_hennessy Corr moved higher today, but no dispersion freak out. Realized was fine, INTC down 26% and 1/4 names up in SPX. Very much a VIX positioning led breakout.","hashtags":[],"conv":"1819497269017956812","reply_id":"1819501347198394509","quote_id":"","retweet_id":"","reply_to":"sdav1986","likes":5,"retweets":0,"replies":1,"quotes":0,"views":218,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1819571960386396259","type":"reply","issues":["reply-parent unavailable"]},"1882044144518042111":{"id":"1882044144518042111","date":"2025-01-22 12:34:25","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Surprising to see people (certainly on this app) more bearish than they were in Nov at the previous highs. What has changed? Earnings surprising higher, NFP way more resilient than expectation, and tariff reality to this point being less than feared. Why now?","hashtags":[],"conv":"1882044144518042111","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":42,"retweets":3,"replies":8,"quotes":0,"views":7527,"bookmarks":5,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1882044144518042111","type":"tweet","issues":[]},"1926992090765869253":{"id":"1926992090765869253","date":"2025-05-26 13:21:30","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I didn’t look at markets for 2.5 days and surprisingly feel happier.","hashtags":[],"conv":"1926992090765869253","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":15,"retweets":0,"replies":2,"quotes":0,"views":1150,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1926992090765869253","type":"tweet","issues":[]},"1945839598677950698":{"id":"1945839598677950698","date":"2025-07-17 13:34:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I currently am as inspired as a soggy napkin","hashtags":[],"conv":"1945839598677950698","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":0,"quotes":0,"views":635,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1945839598677950698","type":"tweet","issues":[]},"2009374677903229419":{"id":"2009374677903229419","date":"2026-01-08 21:20:30","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Good day for patriots to build longs","hashtags":[],"conv":"2009374677903229419","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":1,"quotes":0,"views":783,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2009374677903229419","type":"tweet","issues":[]},"1901616636802498804":{"id":"1901616636802498804","date":"2025-03-17 12:48:31","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Retail snails amiright","hashtags":[],"conv":"1901616636802498804","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":0,"quotes":0,"views":1315,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1901616636802498804","type":"tweet","issues":[]},"1932451402619736411":{"id":"1932451402619736411","date":"2025-06-10 14:54:52","author":"mediocrebuysideanalyst","handle":"volisdead","text":"This last week must have been disastrous looking at L/S consensus baskets","hashtags":[],"conv":"1932451402619736411","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":0,"quotes":0,"views":880,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1932451402619736411","type":"tweet","issues":[]},"1790512371259035942":{"id":"1790512371259035942","date":"2024-05-14 22:39:50","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Had someone in one of my chats do TA on SPX EPS estimates. 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Starting to become a problem…","hashtags":[],"conv":"2045646177270460662","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":27,"retweets":0,"replies":5,"quotes":0,"views":3800,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2045646177270460662","type":"tweet","issues":[]},"1905007623675519043":{"id":"1905007623675519043","date":"2025-03-26 21:23:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"25% auto tariffs. That’s higher than street expectations. Watch out…","hashtags":[],"conv":"1905007623675519043","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":41,"retweets":0,"replies":2,"quotes":0,"views":2459,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1905007623675519043","type":"tweet","issues":[]},"1962536291754504412":{"id":"1962536291754504412","date":"2025-09-01 15:21:28","author":"mediocrebuysideanalyst","handle":"volisdead","text":"It's very fun watching price action when US investors are out. Clear macro is at the wheel trading curve steeper, precious higher, and doing their best to sell US equities (though their flows are baby size as hard as they try)","hashtags":[],"conv":"1962536291754504412","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":15,"retweets":0,"replies":0,"quotes":0,"views":923,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1962536291754504412","type":"tweet","issues":[]},"1893765524472967421":{"id":"1893765524472967421","date":"2025-02-23 20:51:00","author":"mediocrebuysideanalyst","handle":"volisdead","text":"German election takes abound. Think it’s irrelevant for global risk- trapped longs need some help here. The fact we were pumping Chinese lab Covid headlines as explanation for NQ down 2% makes me think more to go here.","hashtags":[],"conv":"1893765524472967421","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":0,"quotes":0,"views":1748,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1893765524472967421","type":"tweet","issues":[]},"1814370653832622327":{"id":"1814370653832622327","date":"2024-07-19 18:44:07","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@vixologist Someone is covering a lot of UX1","hashtags":[],"conv":"1814366207849669099","reply_id":"1814366207849669099","quote_id":"","retweet_id":"","reply_to":"vixologist","likes":4,"retweets":0,"replies":1,"quotes":0,"views":177,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1814370653832622327","type":"reply","issues":[]},"1910810270621900870":{"id":"1910810270621900870","date":"2025-04-11 21:40:44","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Is the great podquake of 2025 finally over? Or are we going to see more unwinds in spreads, eu forward steepeners, and dispersion? Please give your local MLP pm a hug, they deserve it after this week","hashtags":[],"conv":"1910810270621900870","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":34,"retweets":0,"replies":4,"quotes":0,"views":2880,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1910810270621900870","type":"tweet","issues":[]},"1968011743990632686":{"id":"1968011743990632686","date":"2025-09-16 17:58:58","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Except for the whole China tech thing which has been fun","hashtags":[],"conv":"1968011578328129632","reply_id":"1968011578328129632","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":3,"retweets":0,"replies":0,"quotes":0,"views":445,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1968011743990632686","type":"reply","issues":[]},"1912522991348429261":{"id":"1912522991348429261","date":"2025-04-16 15:06:28","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Not financial advice but I bought today 5400/5450 cs against a book that trades short risk assets. Today gives me the ick","hashtags":[],"conv":"1912522991348429261","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":0,"quotes":0,"views":1671,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1912522991348429261","type":"tweet","issues":[]},"1714649990335787288":{"id":"1714649990335787288","date":"2023-10-18 14:29:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@SPX0DTE @eliant_capital Crazy that SPX is same level I first shorted and somehow I’ve lost 40 handles trading it. It’s been the opposite plenty of times too but when I can’t see the ball clearly it’s not worth swinging especially when sitting in cash pays 5%","hashtags":[],"conv":"1714646549526188542","reply_id":"1714649590123680043","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":1,"retweets":0,"replies":1,"quotes":0,"views":148,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1714649990335787288","type":"reply","issues":[]},"2014050809068024005":{"id":"2014050809068024005","date":"2026-01-21 19:01:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"You either make chips or are entirely unrelated to technology to go up this year","hashtags":[],"conv":"2014050809068024005","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":0,"quotes":0,"views":734,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2014050809068024005","type":"tweet","issues":[]},"1973513026390372727":{"id":"1973513026390372727","date":"2025-10-01 22:19:06","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The greatest secular trade is long human laziness. Energy is costly, our bodies wish to conserve it where possible.\n\n$DASH, $UBER, $META all examples of this.","hashtags":[],"conv":"1973513026390372727","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":2,"quotes":0,"views":2371,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1973513026390372727","type":"tweet","issues":[]},"1935541905254650238":{"id":"1935541905254650238","date":"2025-06-19 03:35:25","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Murdered","hashtags":[],"conv":"1935156117556052299","reply_id":"1935156196345835951","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":3,"retweets":0,"replies":1,"quotes":0,"views":641,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1935541905254650238","type":"reply","issues":[]},"1516791344005632001":{"id":"1516791344005632001","date":"2022-04-20 14:50:11","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@kevinmuir At the exchanges","hashtags":[],"conv":"1516790778147877170","reply_id":"1516791157346476034","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":2,"retweets":0,"replies":1,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1516791344005632001","type":"reply","issues":[]},"1699371780102877447":{"id":"1699371780102877447","date":"2023-09-06 10:39:39","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@W98AB @AnyonCurve Lots of luck attributed as skill in this industry.","hashtags":[],"conv":"1699369626533052594","reply_id":"1699370542388715931","quote_id":"","retweet_id":"","reply_to":"W98AB","likes":4,"retweets":0,"replies":1,"quotes":0,"views":109,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1699371780102877447","type":"reply","issues":["reply-parent unavailable"]},"1912611202737352892":{"id":"1912611202737352892","date":"2025-04-16 20:56:59","author":"mediocrebuysideanalyst","handle":"volisdead","text":"lol nope, just another episode of reality tv I guess","hashtags":[],"conv":"1912600749885841869","reply_id":"1912600749885841869","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":30,"retweets":0,"replies":1,"quotes":0,"views":1227,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1912611202737352892","type":"reply","issues":[]},"1706751461764284428":{"id":"1706751461764284428","date":"2023-09-26 19:23:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Alphaholic1 Every day market moves it’s a pod blowing up","hashtags":[],"conv":"1706751261880594619","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":47,"retweets":1,"replies":0,"quotes":0,"views":9435,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1706751461764284428","type":"tweet","issues":[]},"2076787939116274156":{"id":"2076787939116274156","date":"2026-07-13 21:56:44","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I think people generally making a bit too much of a deal of the Ken Griffin commentary around longer duration risk taking. \n\nKen is a TAM value capture guy. He sees a huge chunk of global dollar returns this year coming from a very specific factor (AI Infrastructure/tech factor momo) that his current strategy was relatively underinvested in. He didn’t capture as much of the TAM as he wanted or is accustomed to. That means hiring guys who did. There is no strong long term view or read. When a business/strategy is successful he hires whoever is the best in the world at that strategy and compensates them through the nose for it to capture the full TAM of it in future years.\n\nWhen the strategy struggles, either because of an industry wide alpha compression or his guys allocated to a strategy capturing less of the TAM as they should, he cuts them. There are no views in the model. He has no view on the long term mental model of investing, nor should he.","hashtags":[],"conv":"2076787939116274156","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":122,"retweets":6,"replies":5,"quotes":0,"views":12465,"bookmarks":40,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2076787939116274156","type":"tweet","issues":[]},"2058063471757934603":{"id":"2058063471757934603","date":"2026-05-23 05:52:23","author":"mediocrebuysideanalyst","handle":"volisdead","text":"That doesn’t mean our current system is perfect. But to ban legal immigration is uniformly worse. Inequality can be fixed with other means, ensuring a shared cultural fabric can be ensured with other means. I’d rather have immigrants than be irrelevant in 50 years (see Europe).","hashtags":[],"conv":"2058063451969228904","reply_id":"2058063469417484638","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":3,"retweets":1,"replies":1,"quotes":0,"views":510,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2058063471757934603","type":"reply","issues":["reply-parent unavailable"]},"1903127879677808913":{"id":"1903127879677808913","date":"2025-03-21 16:53:39","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Oh gosh I can’t believe I’m saying it but I’m actually thinking of lifting TSLA call spreads","hashtags":[],"conv":"1903127879677808913","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":32,"retweets":0,"replies":5,"quotes":0,"views":2698,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1903127879677808913","type":"tweet","issues":[]},"1840581575303454989":{"id":"1840581575303454989","date":"2024-09-30 02:36:58","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Can anyone with a functional Ibkr account tell me where KWEB is trading now!","hashtags":[],"conv":"1840581575303454989","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":1,"quotes":0,"views":1533,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1840581575303454989","type":"tweet","issues":[]},"2029289744190881804":{"id":"2029289744190881804","date":"2026-03-04 20:15:52","author":"mediocrebuysideanalyst","handle":"volisdead","text":"25k in 15mins","hashtags":[],"conv":"2029289744190881804","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":55,"retweets":0,"replies":2,"quotes":0,"views":17024,"bookmarks":5,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2029289744190881804","type":"tweet","issues":[]},"2029918040033296620":{"id":"2029918040033296620","date":"2026-03-06 13:52:29","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Did someone say STAG???","hashtags":[],"conv":"2029918040033296620","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1,"retweets":0,"replies":0,"quotes":0,"views":607,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2029918040033296620","type":"tweet","issues":[]},"2030075539432579238":{"id":"2030075539432579238","date":"2026-03-07 00:18:20","author":"peepeepoopoo","handle":"DeepDishEnjoyer","text":"RT @DeepDishEnjoyer: @TexasOncologist like he literally can't. it's not a lever he has anymore","hashtags":[],"conv":"2030075539432579238","reply_id":"","quote_id":"","retweet_id":"2030054543937995086","reply_to":"","likes":0,"retweets":3,"replies":0,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/DeepDishEnjoyer/status/2030075539432579238"},"1912986765922865580":{"id":"1912986765922865580","date":"2025-04-17 21:49:21","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The lack of curve cap votes makes me very confident that most of my followers are retail","hashtags":[],"conv":"1912981868292784349","reply_id":"1912981868292784349","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":8,"retweets":0,"replies":4,"quotes":0,"views":1007,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1912986765922865580","type":"reply","issues":[]},"1851953566598021357":{"id":"1851953566598021357","date":"2024-10-31 11:45:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"So MOO going to be 10bn to buy right?","hashtags":[],"conv":"1851953566598021357","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1,"retweets":0,"replies":2,"quotes":0,"views":1214,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1851953566598021357","type":"tweet","issues":[]},"1968674857370984518":{"id":"1968674857370984518","date":"2025-09-18 13:53:56","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I’m once again reminding you that AppLovin is the best stock in the world","hashtags":[],"conv":"1968674857370984518","reply_id":"","quote_id":"1986417974551449865","retweet_id":"","reply_to":"","likes":11,"retweets":0,"replies":0,"quotes":2,"views":3237,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1968674857370984518","type":"quote","issues":[]},"1845051082663203095":{"id":"1845051082663203095","date":"2024-10-12 10:37:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"MOF another failure. Expecting -5-10% for $FXI on Monday absent some unplanned surprise. More seriously, if we see that move materialize, it will likely be coupled by the largest short position from foreign investors in A & H shares in history.","hashtags":[],"conv":"1845051082663203095","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":3,"quotes":0,"views":2000,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1845051082663203095","type":"tweet","issues":[]},"1975611184578724171":{"id":"1975611184578724171","date":"2025-10-07 17:16:26","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I’ve been quiet here but that’s the tweet","hashtags":[],"conv":"1975611079767265605","reply_id":"1975611079767265605","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":5,"retweets":0,"replies":0,"quotes":0,"views":799,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1975611184578724171","type":"reply","issues":[]},"1982840659641012393":{"id":"1982840659641012393","date":"2025-10-27 16:03:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Rumor mill that DC will buy GPUs from $NVDA and why Jensen is in DC","hashtags":[],"conv":"1982840659641012393","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":2,"quotes":0,"views":1364,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1982840659641012393","type":"tweet","issues":[]},"1836951553204162938":{"id":"1836951553204162938","date":"2024-09-20 02:12:33","author":"mediocrebuysideanalyst","handle":"volisdead","text":"50bps so bullish even Chinese equities can go up?","hashtags":[],"conv":"1836951553204162938","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":11,"retweets":0,"replies":0,"quotes":0,"views":634,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1836951553204162938","type":"tweet","issues":[]},"1943342755062624579":{"id":"1943342755062624579","date":"2025-07-10 16:13:13","author":"mediocrebuysideanalyst","handle":"volisdead","text":"$MSOS flashing red on the rallies","hashtags":[],"conv":"1943342755062624579","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":0,"quotes":0,"views":664,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1943342755062624579","type":"tweet","issues":[]},"1977456377800147442":{"id":"1977456377800147442","date":"2025-10-12 19:28:34","author":"Trading Volatility","handle":"TradeVolatility","text":"Where are the OPRA experts who can tell everyone the meaning of the Billion dollars of premium paid in $SPX 17Oct call options Friday afternoon?","hashtags":[],"conv":"1977456377800147442","reply_id":"","quote_id":"1977663557903999036","retweet_id":"","reply_to":"","likes":14,"retweets":2,"replies":8,"quotes":2,"views":11475,"bookmarks":2,"media":["1977456377800147442_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/TradeVolatility/status/1977456377800147442"},"1883617002474119510":{"id":"1883617002474119510","date":"2025-01-26 20:44:23","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Happy update, the @ in the gc got us to 9/10. People are more forgetful than malicious.","hashtags":[],"conv":"1883617002474119510","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":153,"retweets":0,"replies":5,"quotes":0,"views":25113,"bookmarks":6,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1883617002474119510","type":"tweet","issues":[]},"2010520205689020764":{"id":"2010520205689020764","date":"2026-01-12 01:12:25","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Buy VG/sell ES","hashtags":[],"conv":"2010520205689020764","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":2,"quotes":0,"views":1443,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2010520205689020764","type":"tweet","issues":[]},"1960868089349755079":{"id":"1960868089349755079","date":"2025-08-28 00:52:38","author":"mediocrebuysideanalyst","handle":"volisdead","text":"QQQ gamma too 🤮🤮🤮","hashtags":[],"conv":"1960866190835761392","reply_id":"1960866190835761392","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":6,"retweets":0,"replies":0,"quotes":0,"views":592,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1960868089349755079","type":"reply","issues":[]},"1958910408816824680":{"id":"1958910408816824680","date":"2025-08-22 15:13:30","author":"mediocrebuysideanalyst","handle":"volisdead","text":"AppLovin is the best stock in the world","hashtags":[],"conv":"1958910408816824680","reply_id":"","quote_id":"1963255964632502478","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":5,"quotes":1,"views":3250,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1958910408816824680","type":"quote","issues":[]},"1909391597751451916":{"id":"1909391597751451916","date":"2025-04-07 23:43:26","author":"mediocrebuysideanalyst","handle":"volisdead","text":"This is getting even better","hashtags":[],"conv":"1909391597751451916","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":21,"retweets":0,"replies":2,"quotes":0,"views":3672,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1909391597751451916","type":"tweet","issues":[]},"1882929064241205468":{"id":"1882929064241205468","date":"2025-01-24 23:10:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"When I say real or bogus the infra required to train the model. Not the output which is clearly verifiable","hashtags":[],"conv":"1882928617132556749","reply_id":"1882928617132556749","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":11,"retweets":0,"replies":1,"quotes":0,"views":2542,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1882929064241205468","type":"reply","issues":[]},"2030768156407386444":{"id":"2030768156407386444","date":"2026-03-08 22:10:32","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Get the hard hats on my friends","hashtags":[],"conv":"2030768156407386444","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":25,"retweets":0,"replies":1,"quotes":0,"views":2592,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2030768156407386444","type":"tweet","issues":[]},"2049620971753963882":{"id":"2049620971753963882","date":"2026-04-29 22:44:54","author":"mediocrebuysideanalyst","handle":"volisdead","text":"(If)","hashtags":[],"conv":"2049618692539810039","reply_id":"2049618692539810039","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":0,"retweets":0,"replies":0,"quotes":0,"views":591,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2049620971753963882","type":"reply","issues":[]},"2056350975741284624":{"id":"2056350975741284624","date":"2026-05-18 12:27:32","author":"VolSignals","handle":"VolSignals","text":"UBS’s Early Warning Signal Flashing RED, signaling a high probability of a -5% move in SPX over the next month. \n\nOn average, when UBS’s Early Warning Tactical Indicator flashes -1 st deviation, 1M forward returns average -3.5%; \n\nThe current signal is at -3.7 st deviations... the lowest reading since COVID. \n\nImportantly, all 13 sub-components that go into generating this signal have worsened over the past week aside from Corp HY spreads, with equity positioning the biggest driver of the change in signal.\n\n-UBS this AM","hashtags":[],"conv":"2056350975741284624","reply_id":"","quote_id":"2056364746111123934","retweet_id":"","reply_to":"","likes":267,"retweets":37,"replies":15,"quotes":4,"views":54603,"bookmarks":92,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/VolSignals/status/2056350975741284624"},"2069929309771317252":{"id":"2069929309771317252","date":"2026-06-24 23:42:59","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Tech broadly is trading 0 sum game at the moment because no one is willing to underwrite effectively MSD trillions of AI value capture by 2035)","hashtags":[],"conv":"2069928831855513681","reply_id":"2069928831855513681","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":13,"retweets":0,"replies":1,"quotes":0,"views":1206,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2069929309771317252","type":"reply","issues":[]},"2044457573206663181":{"id":"2044457573206663181","date":"2026-04-15 16:47:24","author":"mediocrebuysideanalyst","handle":"volisdead","text":"This feels locally over. Short squeeze action not real risk deployment","hashtags":[],"conv":"2044457573206663181","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":35,"retweets":0,"replies":1,"quotes":1,"views":4322,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2044457573206663181","type":"tweet","issues":[]},"1854140514838159664":{"id":"1854140514838159664","date":"2024-11-06 12:35:21","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Genuinely didn’t expect ATH day after election in EQ, or the market to go after 2Y notes post a 12k NFP","hashtags":[],"conv":"1854136589409997025","reply_id":"1854136589409997025","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":2,"retweets":0,"replies":0,"quotes":0,"views":811,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1854140514838159664","type":"reply","issues":[]},"1774926166236831915":{"id":"1774926166236831915","date":"2024-04-01 22:25:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Biohazard3737 The supply situation is awful. Not to mention that there is a lot of wealth to be transferred across generations. While most won't write their kids a check for $250k a lot of parents are more comfortable paying a down payment.\n\nWay higher insurance costs imo a bigger negative.","hashtags":[],"conv":"1774924347209060401","reply_id":"1774924347209060401","quote_id":"","retweet_id":"","reply_to":"Biohazard3737","likes":1,"retweets":0,"replies":1,"quotes":0,"views":1212,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1774926166236831915","type":"reply","issues":[]},"1859630596483580128":{"id":"1859630596483580128","date":"2024-11-21 16:10:59","author":"mediocrebuysideanalyst","handle":"volisdead","text":"GPUs out, private prisons in","hashtags":[],"conv":"1859630596483580128","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":1,"quotes":0,"views":1559,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1859630596483580128","type":"tweet","issues":[]},"2053484429377482816":{"id":"2053484429377482816","date":"2026-05-10 14:36:54","author":"mediocrebuysideanalyst","handle":"volisdead","text":"This honestly seems like they’re accepting. Don’t trade off these headlines but this sounds like “hey we accepted but this ain’t a surrender”","hashtags":[],"conv":"2053484429377482816","reply_id":"","quote_id":"2053578076496232521","retweet_id":"","reply_to":"","likes":29,"retweets":0,"replies":4,"quotes":1,"views":13527,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2053484429377482816","type":"quote","issues":[]},"1977721309803982961":{"id":"1977721309803982961","date":"2025-10-13 13:01:19","author":"mediocrebuysideanalyst","handle":"volisdead","text":"i thought this joke was insanely clever but i have a niche sense of humor it seems","hashtags":[],"conv":"1977663557903999036","reply_id":"1977663557903999036","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":2,"retweets":0,"replies":1,"quotes":0,"views":997,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1977721309803982961","type":"reply","issues":[]},"1958957098085359846":{"id":"1958957098085359846","date":"2025-08-22 18:19:02","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Maybe pinching myself a bit today…. But shooters shoot.","hashtags":[],"conv":"1958846297521193172","reply_id":"1958848024924291288","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":3,"retweets":0,"replies":0,"quotes":0,"views":539,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1958957098085359846","type":"reply","issues":[]},"1845823810064306546":{"id":"1845823810064306546","date":"2024-10-14 13:47:44","author":"mediocrebuysideanalyst","handle":"volisdead","text":"6trn issuance from China 🇨🇳 we’re so back?","hashtags":[],"conv":"1845823810064306546","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":1,"quotes":0,"views":1498,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1845823810064306546","type":"tweet","issues":[]},"2077575270555439334":{"id":"2077575270555439334","date":"2026-07-16 02:05:18","author":"mediocrebuysideanalyst","handle":"volisdead","text":"All the semiconductor stocks becoming flaccidconductor stocks except GPUs and $TSM","hashtags":[],"conv":"2077575270555439334","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":20,"retweets":0,"replies":1,"quotes":0,"views":2393,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2077575270555439334","type":"tweet","issues":[]},"1983304253503615035":{"id":"1983304253503615035","date":"2025-10-28 22:45:56","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Kinda insane that Jensen fudged that guide communication","hashtags":[],"conv":"1983304253503615035","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":0,"quotes":0,"views":1078,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1983304253503615035","type":"tweet","issues":[]},"2019610299884827060":{"id":"2019610299884827060","date":"2026-02-06 03:13:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Nice one. I took the L and stopped out.","hashtags":[],"conv":"2019610299884827060","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":1634,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2019610299884827060","type":"tweet","issues":[]},"1950981285578465688":{"id":"1950981285578465688","date":"2025-07-31 18:06:00","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Random day… “let’s unwind the booooook” in semis","hashtags":[],"conv":"1950981285578465688","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":0,"quotes":0,"views":630,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1950981285578465688","type":"tweet","issues":[]},"1820960261664084031":{"id":"1820960261664084031","date":"2024-08-06 23:08:52","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@vixologist Don’t trade vol when vix>vix30d, maybe even more appropriate now to look shorter with 0DTEs","hashtags":[],"conv":"1820934783142072782","reply_id":"1820934783142072782","quote_id":"","retweet_id":"","reply_to":"vixologist","likes":4,"retweets":0,"replies":0,"quotes":0,"views":158,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1820960261664084031","type":"reply","issues":[]},"1960669575638405207":{"id":"1960669575638405207","date":"2025-08-27 11:43:48","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I am not as good at writing as @blondesnmoney","hashtags":[],"conv":"1960668678845837433","reply_id":"1960668678845837433","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":4,"retweets":0,"replies":0,"quotes":0,"views":477,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1960669575638405207","type":"reply","issues":[]},"2060337179868508500":{"id":"2060337179868508500","date":"2026-05-29 12:27:17","author":"mediocrebuysideanalyst","handle":"volisdead","text":"$MDB don’t think I’ve seen a post weirder than that","hashtags":[],"conv":"2060337179868508500","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":2,"quotes":0,"views":2914,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2060337179868508500","type":"tweet","issues":[]},"1511894808004071425":{"id":"1511894808004071425","date":"2022-04-07 02:33:06","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@saanglee @AgustinLebron3 @HangukQuant But I know plenty of people, especially in vol, who do excellent research and are far more intellectually rigorous than most PMs but struggle when put in a direct risk taking seat. Risktaking is in itself is a skill (perhaps I sound like an old school sellside guy though I’m not)","hashtags":[],"conv":"1511706685475151872","reply_id":"1511894134843486208","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":1,"retweets":0,"replies":0,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1511894808004071425","type":"reply","issues":[]},"1925347935023243584":{"id":"1925347935023243584","date":"2025-05-22 00:28:13","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Nothing ever happens boys loving this JGB price action","hashtags":[],"conv":"1925347935023243584","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":0,"quotes":0,"views":742,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1925347935023243584","type":"tweet","issues":[]},"1962998384123408769":{"id":"1962998384123408769","date":"2025-09-02 21:57:40","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The prince that was promised","hashtags":[],"conv":"1962998384123408769","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":0,"quotes":0,"views":721,"bookmarks":0,"media":["1962998384123408769_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1962998384123408769","type":"tweet","issues":[]},"1708107324869554641":{"id":"1708107324869554641","date":"2023-09-30 13:11:36","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@SachaSucha In what currency","hashtags":[],"conv":"1708099932102578601","reply_id":"1708099932102578601","quote_id":"","retweet_id":"","reply_to":"SachaSucha","likes":2,"retweets":0,"replies":2,"quotes":0,"views":379,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1708107324869554641","type":"reply","issues":[]},"1948358226778452114":{"id":"1948358226778452114","date":"2025-07-24 12:22:54","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Good morning my Japanese bank enthusiasts @blondesnmoney","hashtags":[],"conv":"1948358226778452114","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":489,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1948358226778452114","type":"tweet","issues":[]},"2077511446443807151":{"id":"2077511446443807151","date":"2026-07-15 21:51:41","author":"mediocrebuysideanalyst","handle":"volisdead","text":"With many trades, I think a rational question is “who is the incremental buyer here at this price”. Not that many people spend as much time on that question as they should.","hashtags":[],"conv":"2077511446443807151","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":35,"retweets":1,"replies":1,"quotes":0,"views":2989,"bookmarks":5,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2077511446443807151","type":"tweet","issues":[]},"1770787636724027829":{"id":"1770787636724027829","date":"2024-03-21 12:20:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"One great one to add- hat tip @robertmartin88 : “You’re never happy with the size you traded”. Experiencing that in full force these last few days going into FOMC at 30% of my VaR limit…","hashtags":[],"conv":"1768099542296109153","reply_id":"1768100479429390622","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":6,"retweets":0,"replies":1,"quotes":0,"views":807,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1770787636724027829","type":"reply","issues":[]},"2008243367839494632":{"id":"2008243367839494632","date":"2026-01-05 18:25:04","author":"mediocrebuysideanalyst","handle":"volisdead","text":"What if oAIs path to profitability is to be a RAM dealer???","hashtags":[],"conv":"2008243367839494632","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1,"retweets":0,"replies":0,"quotes":0,"views":823,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2008243367839494632","type":"tweet","issues":[]},"1961616505675608218":{"id":"1961616505675608218","date":"2025-08-30 02:26:34","author":"mediocrebuysideanalyst","handle":"volisdead","text":"- broader market will become increasingly sensitive to data showing that the US economy is slowing (not saying that it is) vs CPI/PPI prints. Cyclicals screaming higher say adjustment cuts party goes on, but into Q4 post NFP revisions, firmly of the opinion bad will trade as bad","hashtags":[],"conv":"1961615000214065474","reply_id":"1961615486342283741","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":10,"retweets":0,"replies":2,"quotes":0,"views":621,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1961616505675608218","type":"reply","issues":["reply-parent unavailable"]},"1958848024924291288":{"id":"1958848024924291288","date":"2025-08-22 11:05:37","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Overall- long GOOG, long SPX gamma, short VIX (via roll stuff), long China, long UK. Not really long broad market US equities last month or so, think there are better horses atm.","hashtags":[],"conv":"1958846297521193172","reply_id":"1958847554935820452","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":14,"retweets":0,"replies":1,"quotes":0,"views":1200,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1958848024924291288","type":"reply","issues":["reply-parent unavailable"]},"1958088089575760328":{"id":"1958088089575760328","date":"2025-08-20 08:45:54","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Seems like no one likes the ramps and drops along the way.","hashtags":[],"conv":"1958088089575760328","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":0,"quotes":0,"views":926,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1958088089575760328","type":"tweet","issues":[]},"1516791157346476034":{"id":"1516791157346476034","date":"2022-04-20 14:49:27","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@kevinmuir 5:30pm is the deadline","hashtags":[],"conv":"1516790778147877170","reply_id":"1516790778147877170","quote_id":"","retweet_id":"","reply_to":"kevinmuir","likes":3,"retweets":0,"replies":2,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1516791157346476034","type":"reply","issues":[]},"1820845159459721582":{"id":"1820845159459721582","date":"2024-08-06 15:31:30","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@sdav1986 Condolences to a particular index desk for blowing up","hashtags":[],"conv":"1820833902086312223","reply_id":"1820833902086312223","quote_id":"","retweet_id":"","reply_to":"sdav1986","likes":1,"retweets":0,"replies":1,"quotes":0,"views":116,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1820845159459721582","type":"reply","issues":[]},"1933271625505649106":{"id":"1933271625505649106","date":"2025-06-12 21:14:08","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Just got scolded for not taking enough risk, 2m after being criticized for taking too much risk.  Never enough when you’re making money and always way too much when you’re the wrong way…","hashtags":[],"conv":"1933271625505649106","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":71,"retweets":0,"replies":4,"quotes":0,"views":3105,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1933271625505649106","type":"tweet","issues":[]},"1670157129431277569":{"id":"1670157129431277569","date":"2023-06-17 19:51:04","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@adarsh_trader @mnopro Theta decay = compensation for being short other risks, one of them being gamma. If realized is higher than implied you expect to lose money correct. It’s not a definite, as there are paths where you make money","hashtags":[],"conv":"1670137778326368256","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":185,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1670157129431277569","type":"tweet","issues":[]},"1686489994766979072":{"id":"1686489994766979072","date":"2023-08-01 21:32:02","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Mr_Derivatives Dip will be bought.","hashtags":[],"conv":"1686488800451756032","reply_id":"1686488800451756032","quote_id":"","retweet_id":"","reply_to":"Mr_Derivatives","likes":2,"retweets":0,"replies":0,"quotes":0,"views":589,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1686489994766979072","type":"reply","issues":[]},"1980756756088128006":{"id":"1980756756088128006","date":"2025-10-21 22:03:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"$AMZN can’t buy a win","hashtags":[],"conv":"1980756756088128006","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":2,"quotes":0,"views":1788,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1980756756088128006","type":"tweet","issues":[]},"1897797257400889350":{"id":"1897797257400889350","date":"2025-03-06 23:51:40","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Shit few days in index vol RV","hashtags":[],"conv":"1897797257400889350","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":0,"quotes":0,"views":1253,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1897797257400889350","type":"tweet","issues":[]},"1668637052462673921":{"id":"1668637052462673921","date":"2023-06-13 15:10:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@sdav1986 @Mike_Hunt_Sr Happy to help you guys out when I eventually blow out of it 😢","hashtags":[],"conv":"1668350786038816773","reply_id":"1668636045112639489","quote_id":"","retweet_id":"","reply_to":"sdav1986","likes":2,"retweets":0,"replies":0,"quotes":0,"views":36,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1668637052462673921","type":"reply","issues":["reply-parent unavailable"]},"1922374081258668531":{"id":"1922374081258668531","date":"2025-05-13 19:31:11","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I don’t think I’ll ever fumble the bag more than I did with hedging coinbase gamma near the open","hashtags":[],"conv":"1922374081258668531","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":1,"quotes":0,"views":1076,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1922374081258668531","type":"tweet","issues":[]},"1960140335100690507":{"id":"1960140335100690507","date":"2025-08-26 00:40:48","author":"Spencer Hakimian","handle":"SpencerHakimian","text":"Would you look at that? \n\nMore *perfectly timed* call options on Gold (the main asset that rallied when Trump fired Lisa Cook tonight). \n\nJust another coincidence!","hashtags":[],"conv":"1960140335100690507","reply_id":"","quote_id":"1960147061996974085","retweet_id":"","reply_to":"","likes":778,"retweets":209,"replies":62,"quotes":19,"views":51362,"bookmarks":46,"media":["1960140335100690507_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/SpencerHakimian/status/1960140335100690507"},"1927803730830774335":{"id":"1927803730830774335","date":"2025-05-28 19:06:40","author":"mediocrebuysideanalyst","handle":"volisdead","text":"lol at the chad who just sold 6bn ES in a market order. Hope Jane St at least takes you out for dinner","hashtags":[],"conv":"1927803730830774335","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":106,"retweets":0,"replies":7,"quotes":0,"views":4801,"bookmarks":10,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1927803730830774335","type":"tweet","issues":[]},"1768100011642933401":{"id":"1768100011642933401","date":"2024-03-14 02:21:07","author":"mediocrebuysideanalyst","handle":"volisdead","text":"4) it’s hard for me to scale up because I hate losing money\n\n5) i need to improve at 4) because opportunity cost in the industry is high\n\n6) you’re only as good as your last 3 months\n\n7) sleeping is much harder as a PM than an analyst","hashtags":[],"conv":"1768099542296109153","reply_id":"1768099542296109153","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":52,"retweets":0,"replies":1,"quotes":0,"views":3423,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1768100011642933401","type":"reply","issues":[]},"1919434713791349210":{"id":"1919434713791349210","date":"2025-05-05 16:51:11","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Willing to buy puts on my career earnings after this last week. No idea what the forward should be but feel free to show offers","hashtags":[],"conv":"1919434713791349210","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":24,"retweets":0,"replies":1,"quotes":0,"views":2351,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1919434713791349210","type":"tweet","issues":[]},"1842315321778360598":{"id":"1842315321778360598","date":"2024-10-04 21:26:15","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Long risk again over the weekend. Will change very quickly if we get something bad over the weekend in iran.","hashtags":[],"conv":"1842315321778360598","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":1,"quotes":0,"views":1214,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1842315321778360598","type":"tweet","issues":[]},"1933361087824490714":{"id":"1933361087824490714","date":"2025-06-13 03:09:38","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Out","hashtags":[],"conv":"1933361087824490714","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":0,"quotes":0,"views":1485,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1933361087824490714","type":"tweet","issues":[]},"2032514646884667588":{"id":"2032514646884667588","date":"2026-03-13 17:50:28","author":"mediocrebuysideanalyst","handle":"volisdead","text":"While I understand the hate, I would also think most every $SPX long would love to buy Anthro at 350b valuation","hashtags":[],"conv":"2032514646884667588","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":0,"quotes":0,"views":1779,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2032514646884667588","type":"tweet","issues":[]},"1927907661728862460":{"id":"1927907661728862460","date":"2025-05-29 01:59:40","author":"The Boston View","handle":"TheBostonView","text":"If you think Trump has a good shot of winning this ruling in SCOTUS, well, you should read the ruling.\n\nMy first call: SCOTUS does not grant a stay.","hashtags":[],"conv":"1927907661728862460","reply_id":"","quote_id":"1927914423756161080","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":0,"quotes":1,"views":2546,"bookmarks":2,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/TheBostonView/status/1927907661728862460"},"1960144305051607050":{"id":"1960144305051607050","date":"2025-08-26 00:56:34","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I’m long a bunch of sht so it’s a 12hr hedge","hashtags":[],"conv":"1960142969748459744","reply_id":"1960142969748459744","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":1,"retweets":0,"replies":0,"quotes":0,"views":531,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1960144305051607050","type":"reply","issues":[]},"1572715303355781120":{"id":"1572715303355781120","date":"2022-09-21 22:32:02","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@JessicaNutt96 @bennpeifert Or WEX","hashtags":[],"conv":"1572694599013126144","reply_id":"1572696892760260610","quote_id":"","retweet_id":"","reply_to":"JessicaNutt96","likes":3,"retweets":0,"replies":0,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1572715303355781120","type":"reply","issues":["reply-parent unavailable"]},"2002751059266281607":{"id":"2002751059266281607","date":"2025-12-21 14:40:36","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Doing the process of merging my wife’s accounts with mine and realized she’s been 50-70% in cash in a checking account for the last 3 years and just automaxes her 401k and doesn’t invest anything else. Maybe I’m not long enough $XLF","hashtags":[],"conv":"2002751059266281607","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":11,"retweets":1,"replies":1,"quotes":0,"views":2000,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2002751059266281607","type":"tweet","issues":[]},"1841296505568710843":{"id":"1841296505568710843","date":"2024-10-02 01:57:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Hard to fade China 🇨🇳. Just wait till retail is back from their holidays. You’ll all get stopped in.","hashtags":[],"conv":"1841296505568710843","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":2,"quotes":0,"views":1707,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1841296505568710843","type":"tweet","issues":[]},"1929186839543329199":{"id":"1929186839543329199","date":"2025-06-01 14:42:39","author":"mediocrebuysideanalyst","handle":"volisdead","text":"At a bit of a loss over the next 2 weeks in macro. Cut a lot of risk on Friday. Generally still long AI Datacenters (Power, parts of Semis), short EU ex defense, long China tech. In fixed income 0 clue but generally like back whites/reds steepening as a equity “hedge” beta flat","hashtags":[],"conv":"1929186839543329199","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":25,"retweets":0,"replies":1,"quotes":0,"views":1636,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1929186839543329199","type":"tweet","issues":[]},"2078315279654772909":{"id":"2078315279654772909","date":"2026-07-18 03:05:50","author":"mediocrebuysideanalyst","handle":"volisdead","text":"What if I told you semis may never go back to previous highs. What would you do? (Probably meme into cybersecurity)","hashtags":[],"conv":"2078315279654772909","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":29,"retweets":0,"replies":3,"quotes":0,"views":4875,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2078315279654772909","type":"tweet","issues":[]},"1903932153705988302":{"id":"1903932153705988302","date":"2025-03-23 22:09:33","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Narrative from bearish to bullish in 3.2…","hashtags":[],"conv":"1903932153705988302","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":40,"retweets":0,"replies":4,"quotes":0,"views":2984,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1903932153705988302","type":"tweet","issues":[]},"1943481677436572086":{"id":"1943481677436572086","date":"2025-07-11 01:25:14","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Smells vaguely like off brand dollar store taco seasoning tonight","hashtags":[],"conv":"1943481677436572086","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":1,"quotes":0,"views":967,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1943481677436572086","type":"tweet","issues":[]},"1906794290438680854":{"id":"1906794290438680854","date":"2025-03-31 19:42:40","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Happy mark your book day to all who celebrate !","hashtags":[],"conv":"1906794290438680854","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":1,"quotes":0,"views":1312,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1906794290438680854","type":"tweet","issues":[]},"1971304230138032415":{"id":"1971304230138032415","date":"2025-09-25 20:02:08","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Thanks for playing people!","hashtags":[],"conv":"1970998170449744127","reply_id":"1970998170449744127","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":7,"retweets":0,"replies":0,"quotes":0,"views":499,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1971304230138032415","type":"reply","issues":[]},"1970917560611897613":{"id":"1970917560611897613","date":"2025-09-24 18:25:38","author":"mediocrebuysideanalyst","handle":"volisdead","text":"This was the top lol","hashtags":[],"conv":"1970869093034275324","reply_id":"1970869093034275324","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":5,"retweets":0,"replies":0,"quotes":0,"views":644,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1970917560611897613","type":"reply","issues":[]},"2003480515727491545":{"id":"2003480515727491545","date":"2025-12-23 14:59:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"AMZN up this cannot be possible","hashtags":[],"conv":"2003480515727491545","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":740,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2003480515727491545","type":"tweet","issues":[]},"1896894370798010587":{"id":"1896894370798010587","date":"2025-03-04 12:03:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Hm seems like the FX market ain’t letting Donnie pass his tariffs to the foreign producer","hashtags":[],"conv":"1896894370798010587","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":23,"retweets":0,"replies":2,"quotes":0,"views":2549,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1896894370798010587","type":"tweet","issues":[]},"1958462699324453182":{"id":"1958462699324453182","date":"2025-08-21 09:34:28","author":"mediocrebuysideanalyst","handle":"volisdead","text":"What happened recently that made everyone so focused on the \"trough of disillusionment\" with AI all of a sudden? GPT5 being a disappointment?  Every 3 months it feels like we go back to the \"how can we justify so much capex\" discussion before a hyperscaler increases spend.","hashtags":[],"conv":"1958462699324453182","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":601,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1958462699324453182","type":"tweet","issues":[]},"1662235364000497665":{"id":"1662235364000497665","date":"2023-05-26 23:12:48","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@eliant_capital Do you have any thoughts on China Ponzis at the moment? 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Energy independence is hugely important","hashtags":[],"conv":"1933932869287645608","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":0,"replies":1,"quotes":0,"views":1159,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1933932869287645608","type":"tweet","issues":[]},"1930253547616002319":{"id":"1930253547616002319","date":"2025-06-04 13:21:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"CoreWeave vol surface around lockup very interesting","hashtags":[],"conv":"1930253547616002319","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":2,"quotes":0,"views":1576,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1930253547616002319","type":"tweet","issues":[]},"1970998170449744127":{"id":"1970998170449744127","date":"2025-09-24 23:45:57","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Feel like I’m @TimTheMM with how many puts I’m short. Come get em","hashtags":[],"conv":"1970998170449744127","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":19,"retweets":0,"replies":4,"quotes":0,"views":2618,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1970998170449744127","type":"tweet","issues":[]},"1976651941670453290":{"id":"1976651941670453290","date":"2025-10-10 14:12:01","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Can’t wait for @JaredKubin’s summary of today. Murder on the dance floor","hashtags":[],"conv":"1976651941670453290","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":1,"quotes":0,"views":2163,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1976651941670453290","type":"tweet","issues":[]},"2047707171861717341":{"id":"2047707171861717341","date":"2026-04-24 16:00:08","author":"‏ً","handle":"omgsidewalks","text":"For those who didn't grow up privileged, name something you thought was luxury when you were a kid","hashtags":[],"conv":"2047707171861717341","reply_id":"","quote_id":"2048170229692330420","retweet_id":"","reply_to":"","likes":2886,"retweets":95,"replies":5606,"quotes":906,"views":845985,"bookmarks":267,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/omgsidewalks/status/2047707171861717341"},"2053474599426310625":{"id":"2053474599426310625","date":"2026-05-10 13:57:50","author":"The Kobeissi Letter","handle":"KobeissiLetter","text":"BREAKING: Iran's President Pezeshkian releases a statement just minutes after Iran sent Pakistani mediators its response to the US' proposal:\n\n\"We will never bow our heads before the enemy, and if talk of dialogue or negotiation arises, it does not mean surrender or retreat. Rather, the goal is to uphold the rights of the Iranian nation and to defend national interests with resolute strength,\" he says.","hashtags":[],"conv":"2053474599426310625","reply_id":"","quote_id":"2053484429377482816","retweet_id":"","reply_to":"","likes":6476,"retweets":822,"replies":448,"quotes":116,"views":1071243,"bookmarks":412,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/KobeissiLetter/status/2053474599426310625"},"1950613979002179845":{"id":"1950613979002179845","date":"2025-07-30 17:46:27","author":"dMacro/dBS","handle":"dMacro_dBS","text":"RT @dMacro_dBS: Not sure how to think about this… but this is insane!","hashtags":[],"conv":"1950613979002179845","reply_id":"","quote_id":"","retweet_id":"1950544879685341338","reply_to":"","likes":0,"retweets":1,"replies":0,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/dMacro_dBS/status/1950613979002179845"},"1940763883410804959":{"id":"1940763883410804959","date":"2025-07-03 13:25:42","author":"mediocrebuysideanalyst","handle":"volisdead","text":"feels like this would be a print that would have ripped NQ 1.5% a month ago","hashtags":[],"conv":"1940763883410804959","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":17,"retweets":0,"replies":1,"quotes":0,"views":1719,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1940763883410804959","type":"tweet","issues":[]},"1886107434202300463":{"id":"1886107434202300463","date":"2025-02-02 17:40:29","author":"Andy Constan","handle":"dampedspring","text":"In the black market of DM groups there is a market developing for ESH5 to hit limit down in the next 20 days at least once. \n\nContract specification is $100 paid per contract if limit down hit in next 20 days\n\nCurrent market for those with access\n\n5 bid for 20 - 7 offer for 1","hashtags":[],"conv":"1886107434202300463","reply_id":"","quote_id":"1886117077020258764","retweet_id":"","reply_to":"","likes":237,"retweets":7,"replies":35,"quotes":2,"views":88044,"bookmarks":41,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/dampedspring/status/1886107434202300463"},"2018859312135713197":{"id":"2018859312135713197","date":"2026-02-04 01:29:03","author":"mediocrebuysideanalyst","handle":"volisdead","text":"If you’re trading Korean equities be aware that the implied vol of kospi2 is higher than any period outside of the worst of covid.","hashtags":[],"conv":"2018859312135713197","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":21,"retweets":0,"replies":3,"quotes":0,"views":3133,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2018859312135713197","type":"tweet","issues":[]},"2007260283321073840":{"id":"2007260283321073840","date":"2026-01-03 01:18:39","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Me opening this app after putting up +15bps on the day and seeing fields of green (thanks $META and $MSFT)","hashtags":[],"conv":"2007260283321073840","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":1,"quotes":0,"views":1903,"bookmarks":2,"media":[],"has_video":true,"own":true,"url":"https://twitter.com/volisdead/status/2007260283321073840","type":"tweet","issues":[]},"1889488848717074617":{"id":"1889488848717074617","date":"2025-02-12 01:37:01","author":"mediocrebuysideanalyst","handle":"volisdead","text":"No super strong views into print tomorrow. Could see stocks sell off now but generally just running very long German names and flattish US. Tempted to call dollar top here but hard to be too excited yet.","hashtags":[],"conv":"1889488848717074617","reply_id":"","quote_id":"1890009558539727174","retweet_id":"","reply_to":"","likes":58,"retweets":0,"replies":9,"quotes":1,"views":11127,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1889488848717074617","type":"quote","issues":[]},"1876252704580001850":{"id":"1876252704580001850","date":"2025-01-06 13:01:18","author":"mediocrebuysideanalyst","handle":"volisdead","text":"NVDA $175 by month end. Will delete if wrong :)","hashtags":[],"conv":"1876252704580001850","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":37,"retweets":0,"replies":1,"quotes":0,"views":5767,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1876252704580001850","type":"tweet","issues":[]},"2024663829985316879":{"id":"2024663829985316879","date":"2026-02-20 01:54:08","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Everyone playing HK tech higher after holiday week getting rugged in real time","hashtags":[],"conv":"2024663829985316879","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":0,"quotes":0,"views":921,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2024663829985316879","type":"tweet","issues":[]},"1802150742179889595":{"id":"1802150742179889595","date":"2024-06-16 01:26:33","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@dampedspring I think the pain comes when convexity selling kicks in. Still early innings on that trade. Haven't seen enough x-corridor disp baskets in my inbox yet.","hashtags":[],"conv":"1802072086023647614","reply_id":"1802149872381923766","quote_id":"","retweet_id":"","reply_to":"dampedspring","likes":4,"retweets":0,"replies":0,"quotes":0,"views":578,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1802150742179889595","type":"reply","issues":["reply-parent unavailable"]},"1886080994773520424":{"id":"1886080994773520424","date":"2025-02-02 15:55:25","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Futures Open in ES (borrowing from @blondesnmoney - I think -75 fwiw","hashtags":[],"conv":"1886080994773520424","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":4,"quotes":0,"views":3108,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1886080994773520424","type":"tweet","issues":[]},"2002746780992127104":{"id":"2002746780992127104","date":"2025-12-21 14:23:36","author":"Gappy (Giuseppe Paleologo)","handle":"__paleologo","text":"Say that you toss a coin 4 times, and get 3 heads. What is your \"best\" estimate of the true probability of a head? Which method would you use beyond the MLE estimate? Extend to small n (say, n<10) samples.\nNot a brain teaser. In practice we deal all the time with small samples of binary outcomes and I am looking for principled heuristics.","hashtags":[],"conv":"2002746780992127104","reply_id":"","quote_id":"2003176356851646704","retweet_id":"","reply_to":"","likes":164,"retweets":7,"replies":36,"quotes":2,"views":56891,"bookmarks":187,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/__paleologo/status/2002746780992127104"},"1933125044328345822":{"id":"1933125044328345822","date":"2025-06-12 11:31:40","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Long VIX long stocks again","hashtags":[],"conv":"1933125044328345822","reply_id":"","quote_id":"1933361087824490714","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":3,"quotes":1,"views":2834,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1933125044328345822","type":"quote","issues":[]},"1937325302793081311":{"id":"1937325302793081311","date":"2025-06-24 01:42:00","author":"mediocrebuysideanalyst","handle":"volisdead","text":"It has been impossible to be long enough Korea. What a ridiculous sharpe trade","hashtags":[],"conv":"1937325302793081311","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":1,"quotes":0,"views":1093,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1937325302793081311","type":"tweet","issues":[]},"1919469339872526484":{"id":"1919469339872526484","date":"2025-05-05 19:08:47","author":"Alessandro Palombo","handle":"thealepalombo","text":"This is Taiwan:\n\n- 0% tax on foreign income\n- Digital Nomad Visa launched in 2025\n- Cost of living ~60% lower than Singapore\n\nIt's one of the safest and freest countries in the world.\n\nHere are 7 reasons why “the beautiful island\" should be on your radar:","hashtags":[],"conv":"1919469339872526484","reply_id":"","quote_id":"1919790182015844785","retweet_id":"","reply_to":"","likes":7692,"retweets":539,"replies":279,"quotes":107,"views":1699335,"bookmarks":4117,"media":["1919469339872526484_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/thealepalombo/status/1919469339872526484"},"1977375656498389255":{"id":"1977375656498389255","date":"2025-10-12 14:07:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The funniest timeline from this rare earth tariff drama will be retail flow meme stocks outperforming again bc bitcoin miners and open door don’t have tariff sensitivity","hashtags":[],"conv":"1977375656498389255","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":15,"retweets":2,"replies":1,"quotes":0,"views":1782,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1977375656498389255","type":"tweet","issues":[]},"1937967827211727001":{"id":"1937967827211727001","date":"2025-06-25 20:15:10","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Traded my first SPX 7K strike today!","hashtags":[],"conv":"1937967827211727001","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":2,"quotes":0,"views":1019,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1937967827211727001","type":"tweet","issues":[]},"2060809423707148531":{"id":"2060809423707148531","date":"2026-05-30 19:43:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"On hyperliquid all the bottleneck trades are up since Friday's close, if you believe this there's a huge amount of asymmetry to short there","hashtags":[],"conv":"2060809423707148531","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":53,"retweets":0,"replies":7,"quotes":0,"views":31939,"bookmarks":9,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2060809423707148531","type":"tweet","issues":[]},"1943047021260132826":{"id":"1943047021260132826","date":"2025-07-09 20:38:04","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Brazil 5x lib day tariff. Can’t wait for +3% tomorrow in spooz","hashtags":[],"conv":"1943047021260132826","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":33,"retweets":0,"replies":2,"quotes":0,"views":1597,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1943047021260132826","type":"tweet","issues":[]},"1979302384955183234":{"id":"1979302384955183234","date":"2025-10-17 21:43:56","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The intraday chart of month end 6000p in SPX tells you all you need to know about today","hashtags":[],"conv":"1979302384955183234","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":1,"quotes":0,"views":2660,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1979302384955183234","type":"tweet","issues":[]},"1794899467130523728":{"id":"1794899467130523728","date":"2024-05-27 01:12:35","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Long weekend thoughts on vol:\n1) first order premia are gone\n2) call premia still look good to sell from overwriters with forwards and funding stretched\n3) convexity and wings aren’t being sold aggressively yet\n4) it can stay lower than most people believe for longer","hashtags":[],"conv":"1794899467130523728","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":2,"quotes":0,"views":1148,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1794899467130523728","type":"tweet","issues":[]},"1927389145875329352":{"id":"1927389145875329352","date":"2025-05-27 15:39:16","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The rally is over. 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If you’re making a decision based on what some systematic strategy did over a 3d crisis period in 2008 based on historical data you’re already down the wrong path","hashtags":[],"conv":"1644704571955003394","reply_id":"1644713160442777602","quote_id":"","retweet_id":"","reply_to":"countdraghula","likes":2,"retweets":0,"replies":1,"quotes":0,"views":68,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1644713555713720322","type":"reply","issues":["reply-parent unavailable"]},"1851397530392936856":{"id":"1851397530392936856","date":"2024-10-29 22:55:43","author":"mediocrebuysideanalyst","handle":"volisdead","text":"2/2","hashtags":[],"conv":"1851397530392936856","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":1,"quotes":0,"views":1159,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1851397530392936856","type":"tweet","issues":[]},"1961472324147769625":{"id":"1961472324147769625","date":"2025-08-29 16:53:39","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The one man who can save the market today","hashtags":[],"conv":"1961472324147769625","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":0,"quotes":0,"views":928,"bookmarks":0,"media":["1961472324147769625_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1961472324147769625","type":"tweet","issues":[]},"1909417412833034342":{"id":"1909417412833034342","date":"2025-04-08 01:26:01","author":"Zaphod","handle":"MinvstrD","text":"So there is a 14 pt spread between front month VX futs and spot VIX with 8 days to go in 15% backwardation, no backing down from admin and a rally for no reason, am I getting that right?","hashtags":[],"conv":"1909417412833034342","reply_id":"","quote_id":"1909440502488825897","retweet_id":"","reply_to":"","likes":271,"retweets":11,"replies":23,"quotes":2,"views":61167,"bookmarks":60,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/MinvstrD/status/1909417412833034342"},"1936865869034029326":{"id":"1936865869034029326","date":"2025-06-22 19:16:23","author":"mediocrebuysideanalyst","handle":"volisdead","text":"If this was me I would just play fast and pickup. I’d give a year of income to just walk the course haha. 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Think it’s still early but we’re going to have this debate for sure in q3","hashtags":[],"conv":"2051357347092512807","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":2,"quotes":0,"views":5996,"bookmarks":10,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2051357347092512807","type":"tweet","issues":[]},"2041703294985224263":{"id":"2041703294985224263","date":"2026-04-08 02:22:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"https://youtube.com/shorts/5SEEC2CUVcM?si=tI3QpHrUjnXZSQ_N\n\nThis is my entire feed right now","hashtags":[],"conv":"2041703294985224263","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":0,"quotes":0,"views":2144,"bookmarks":0,"media":["2041703294985224263_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2041703294985224263","type":"tweet","issues":[]},"1927837306339152198":{"id":"1927837306339152198","date":"2025-05-28 21:20:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"full disclosure im not long the stock, outside of QQQ in my PA :)","hashtags":[],"conv":"1927833597550985405","reply_id":"1927833597550985405","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":9,"retweets":0,"replies":0,"quotes":0,"views":731,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1927837306339152198","type":"reply","issues":[]},"1913223621629141197":{"id":"1913223621629141197","date":"2025-04-18 13:30:32","author":"mediocrebuysideanalyst","handle":"volisdead","text":"So I’m thinking of taking all of August away from NY in a nod to our new (renewed) Euro-centric world order. Where should I go? Anywhere but Japan/SEA or South of France since I’ve spent a lot of time there last 3 years.","hashtags":[],"conv":"1913223621629141197","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":24,"retweets":0,"replies":10,"quotes":0,"views":2571,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1913223621629141197","type":"tweet","issues":[]},"1580892236417757184":{"id":"1580892236417757184","date":"2022-10-14 12:04:15","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@sdav1986 I dont think the fund managers hold the short gamma - pretty sure it's market makers who are the shorts.","hashtags":[],"conv":"1580820589077442560","reply_id":"1580820589077442560","quote_id":"","retweet_id":"","reply_to":"sdav1986","likes":1,"retweets":0,"replies":2,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1580892236417757184","type":"reply","issues":[]},"1796288265122689426":{"id":"1796288265122689426","date":"2024-05-30 21:11:10","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@blondesnmoney Looking for 5’4 myself","hashtags":[],"conv":"1796285491442057468","reply_id":"1796285491442057468","quote_id":"","retweet_id":"","reply_to":"blondesnmoney","likes":3,"retweets":0,"replies":0,"quotes":0,"views":1003,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1796288265122689426","type":"reply","issues":[]},"1776043540960641473":{"id":"1776043540960641473","date":"2024-04-05 00:25:52","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@vixologist We have the real problem here. Market has crowded into long delta/long vol. If spot sells off….","hashtags":[],"conv":"1776028043498111140","reply_id":"1776028043498111140","quote_id":"","retweet_id":"","reply_to":"vixologist","likes":2,"retweets":0,"replies":0,"quotes":0,"views":155,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1776043540960641473","type":"reply","issues":[]},"1811817000714293660":{"id":"1811817000714293660","date":"2024-07-12 17:36:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@fernandowavesfx My guy it’s tough to make money this way","hashtags":[],"conv":"1811767063192518758","reply_id":"1811767063192518758","quote_id":"","retweet_id":"","reply_to":"fernandowavesfx","likes":3,"retweets":0,"replies":1,"quotes":0,"views":243,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1811817000714293660","type":"reply","issues":[]},"1952725575514067222":{"id":"1952725575514067222","date":"2025-08-05 13:37:11","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I support this","hashtags":[],"conv":"1952725575514067222","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":1,"quotes":0,"views":965,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1952725575514067222","type":"tweet","issues":[]},"1707114557372539051":{"id":"1707114557372539051","date":"2023-09-27 19:26:41","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@PharmD_KS Repurposing the SPR to buy $NVDA calls","hashtags":[],"conv":"1707113861445480812","reply_id":"1707113861445480812","quote_id":"","retweet_id":"","reply_to":"PharmD_KS","likes":6,"retweets":0,"replies":0,"quotes":0,"views":487,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1707114557372539051","type":"reply","issues":[]},"1982785234291544188":{"id":"1982785234291544188","date":"2025-10-27 12:23:32","author":"mediocrebuysideanalyst","handle":"volisdead","text":"At some point AI infra/semis/memory can’t go up every day right?","hashtags":[],"conv":"1982785234291544188","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":26,"retweets":1,"replies":4,"quotes":1,"views":5622,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1982785234291544188","type":"tweet","issues":[]},"1904712945839309125":{"id":"1904712945839309125","date":"2025-03-26 01:52:08","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Long $FCX. Going to be a nice windfall these copper tariffs","hashtags":[],"conv":"1904712945839309125","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":21,"retweets":0,"replies":2,"quotes":0,"views":1808,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1904712945839309125","type":"tweet","issues":[]},"2019514233365622924":{"id":"2019514233365622924","date":"2026-02-05 20:51:28","author":"Hiroo Onoda","handle":"OnodaCapital","text":"Jonah Lupton raised $100M at 2 and 20 and people told me HOOD was a bad short","hashtags":[],"conv":"2019514233365622924","reply_id":"","quote_id":"2019610299884827060","retweet_id":"","reply_to":"","likes":130,"retweets":2,"replies":7,"quotes":1,"views":22679,"bookmarks":9,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/OnodaCapital/status/2019514233365622924"},"1940585593114911183":{"id":"1940585593114911183","date":"2025-07-03 01:37:14","author":"mediocrebuysideanalyst","handle":"volisdead","text":"China tech legitimately cannot rally","hashtags":[],"conv":"1940585593114911183","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":24,"retweets":0,"replies":3,"quotes":0,"views":1863,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1940585593114911183","type":"tweet","issues":[]},"2051837753323590130":{"id":"2051837753323590130","date":"2026-05-06 01:33:36","author":"mediocrebuysideanalyst","handle":"volisdead","text":"China tech is the bag of all bags.","hashtags":[],"conv":"2051837753323590130","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":45,"retweets":0,"replies":3,"quotes":1,"views":16433,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2051837753323590130","type":"tweet","issues":[]},"1894826436520714535":{"id":"1894826436520714535","date":"2025-02-26 19:06:41","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Another plane appears to have hit $XBT","hashtags":[],"conv":"1894826436520714535","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":1036,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1894826436520714535","type":"tweet","issues":[]},"1843865300086993007":{"id":"1843865300086993007","date":"2024-10-09 04:05:19","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Any Japan experts have a strong view on equities into general election? Seasonality into elections tends to be quite bullish esp with the yen reverting.","hashtags":[],"conv":"1843865300086993007","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":1,"quotes":0,"views":940,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1843865300086993007","type":"tweet","issues":[]},"2076751432141705688":{"id":"2076751432141705688","date":"2026-07-13 19:31:40","author":"mediocrebuysideanalyst","handle":"volisdead","text":"This is in no way what an option is. Which is why I’m bullish on Jane Street pnl into perpetuity","hashtags":[],"conv":"2076751432141705688","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":121,"retweets":3,"replies":4,"quotes":0,"views":17991,"bookmarks":8,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2076751432141705688","type":"tweet","issues":[]},"1851020981357170988":{"id":"1851020981357170988","date":"2024-10-28 21:59:26","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Imagine Mag7 all crush earnings. What will fintwit do?","hashtags":[],"conv":"1851020981357170988","reply_id":"","quote_id":"1851397530392936856","retweet_id":"","reply_to":"","likes":19,"retweets":0,"replies":6,"quotes":1,"views":3023,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1851020981357170988","type":"quote","issues":[]},"1905616144423059746":{"id":"1905616144423059746","date":"2025-03-28 13:41:08","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Risk- EU chooses china over US… US unemployment spikes and he can’t take the pain.","hashtags":[],"conv":"1905615364555170061","reply_id":"1905615504561098860","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":3,"retweets":0,"replies":0,"quotes":0,"views":596,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1905616144423059746","type":"reply","issues":[]},"1935156196345835951":{"id":"1935156196345835951","date":"2025-06-18 02:02:45","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Outside of me being max long of course","hashtags":[],"conv":"1935156117556052299","reply_id":"1935156117556052299","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":7,"retweets":0,"replies":1,"quotes":0,"views":1192,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1935156196345835951","type":"reply","issues":[]},"1886898982963630535":{"id":"1886898982963630535","date":"2025-02-04 22:05:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Since the election if you were long megacap tech co’s run by white CEOs and shorted megacap tech co’s run by non-white CEOs you generated c35% alpha with GOOG’s move today. No signal, but just a funny alignment with politics.","hashtags":[],"conv":"1886898982963630535","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":114,"retweets":3,"replies":3,"quotes":1,"views":13781,"bookmarks":17,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1886898982963630535","type":"tweet","issues":[]},"1522390686955446273":{"id":"1522390686955446273","date":"2022-05-06 01:39:59","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@bennpeifert @dampedspring @AgustinLebron3 @TheSpeculator0 Also me hedging my long gamma systematic portfolio bc I don’t have intraday data to backtest optimal delta hedging times","hashtags":[],"conv":"1522308458103640065","reply_id":"1522390456939778048","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":2,"retweets":0,"replies":0,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1522390686955446273","type":"reply","issues":[]},"2047418273327632497":{"id":"2047418273327632497","date":"2026-04-23 20:52:10","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Can we get a DJT “great quarter guys” on the call or Truth Social? $INTC","hashtags":[],"conv":"2047418031807115276","reply_id":"2047418031807115276","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":3,"retweets":0,"replies":0,"quotes":0,"views":553,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2047418273327632497","type":"reply","issues":[]},"1927874364084461878":{"id":"1927874364084461878","date":"2025-05-28 23:47:21","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Is $PDD guy going to be wrong both ways when de minimus is removed and this thing rips 50%?","hashtags":[],"conv":"1927874364084461878","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":32,"retweets":0,"replies":3,"quotes":0,"views":2027,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1927874364084461878","type":"tweet","issues":[]},"1681466074808688641":{"id":"1681466074808688641","date":"2023-07-19 00:48:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@nope_its_lily This is the classic structured product invention cycle. High rates = PPNs, low rates = Autocallables @dampedspring","hashtags":[],"conv":"1681436967970701318","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":1,"quotes":0,"views":525,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1681466074808688641","type":"tweet","issues":[]},"1926011644120826229":{"id":"1926011644120826229","date":"2025-05-23 20:25:34","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I’m very long gamma which means we do nothing next week","hashtags":[],"conv":"1926011644120826229","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":17,"retweets":0,"replies":0,"quotes":0,"views":962,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1926011644120826229","type":"tweet","issues":[]},"1877793764132941835":{"id":"1877793764132941835","date":"2025-01-10 19:04:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"5s/30s flattener, 2s/10s both formidable 今天","hashtags":[],"conv":"1877081140349063664","reply_id":"1877081140349063664","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":2,"retweets":0,"replies":0,"quotes":0,"views":987,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1877793764132941835","type":"reply","issues":[]},"1904304058652852301":{"id":"1904304058652852301","date":"2025-03-24 22:47:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Just walked by two gen z guys complaining about their girlfriends saying all they (gfs) want to do is cook dinner and hang out together. Sorry gents is that not what you want to do with your partner?","hashtags":[],"conv":"1904304058652852301","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":39,"retweets":0,"replies":1,"quotes":0,"views":1926,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1904304058652852301","type":"tweet","issues":[]},"1821266896173363440":{"id":"1821266896173363440","date":"2024-08-07 19:27:20","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Ksidiii I would say there has been some capitulation in vix space but net net a lot of new spx vol sellers post election","hashtags":[],"conv":"1821242319397687428","reply_id":"1821242319397687428","quote_id":"","retweet_id":"","reply_to":"Ksidiii","likes":2,"retweets":0,"replies":2,"quotes":0,"views":1114,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1821266896173363440","type":"reply","issues":[]},"1927833597550985405":{"id":"1927833597550985405","date":"2025-05-28 21:05:21","author":"mediocrebuysideanalyst","handle":"volisdead","text":"can Jensen just drop the mic here? That guide was fcking enormous.","hashtags":[],"conv":"1927833597550985405","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":25,"retweets":0,"replies":3,"quotes":0,"views":2215,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1927833597550985405","type":"tweet","issues":[]},"1984619908718551315":{"id":"1984619908718551315","date":"2025-11-01 13:53:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"“macro” equity trades I still have conviction on:\n\n- Nat gas infra longs\n- Rare earth minerals longs\n- AI Power (though this was my largest long and as such focus of the trim)","hashtags":[],"conv":"1984619057375588510","reply_id":"1984619057375588510","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":17,"retweets":0,"replies":1,"quotes":0,"views":1228,"bookmarks":5,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1984619908718551315","type":"reply","issues":[]},"1908882006575902919":{"id":"1908882006575902919","date":"2025-04-06 13:58:30","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Which frankly could happen today","hashtags":[],"conv":"1908881115462394325","reply_id":"1908881115462394325","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":8,"retweets":0,"replies":1,"quotes":0,"views":968,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1908882006575902919","type":"reply","issues":[]},"1946997537530957840":{"id":"1946997537530957840","date":"2025-07-20 18:16:01","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Decided to fuck off to the Greek islands for the month of August. Paros/Milos/Santorini for 2 weeks. If anyone has recs for a semi reasonable budget (like 1k US/day for 2ppl)","hashtags":[],"conv":"1946997537530957840","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":29,"retweets":0,"replies":5,"quotes":0,"views":2691,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1946997537530957840","type":"tweet","issues":[]},"2050442834671554847":{"id":"2050442834671554847","date":"2026-05-02 05:10:41","author":"mediocrebuysideanalyst","handle":"volisdead","text":"We are giving you a free look for +3 to +36 in vol markets have fun","hashtags":[],"conv":"2050441758543126802","reply_id":"2050442472539529713","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":6,"retweets":0,"replies":1,"quotes":0,"views":1438,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2050442834671554847","type":"reply","issues":["reply-parent unavailable"]},"1707393781601841498":{"id":"1707393781601841498","date":"2023-09-28 13:56:14","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Well my inflation hedge is $META. Why? Who gives a fuck","hashtags":[],"conv":"1707393781601841498","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":0,"quotes":0,"views":123,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1707393781601841498","type":"tweet","issues":[]},"1920943410732487100":{"id":"1920943410732487100","date":"2025-05-09 20:46:13","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Been a while since I posted strong views :\n\n1) gamma is an own for this weekend into next week\n2) Chinese equities are a huge buy\n3) US$ lower secular theme will continue.\n4) Long SFRZ5 if we get any dip on a China reduction. 96.25 is a big lift.","hashtags":[],"conv":"1920943410732487100","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":44,"retweets":0,"replies":5,"quotes":0,"views":3133,"bookmarks":11,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1920943410732487100","type":"tweet","issues":[]},"1884020756373463490":{"id":"1884020756373463490","date":"2025-01-27 23:28:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"if you didnt like your AI exposure, how about some tariffs?","hashtags":[],"conv":"1884020756373463490","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":23,"retweets":1,"replies":1,"quotes":0,"views":2570,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1884020756373463490","type":"tweet","issues":[]},"1933585600193405087":{"id":"1933585600193405087","date":"2025-06-13 18:01:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"this was close to the literal top tick in my pl long gamma and long delta overnight.","hashtags":[],"conv":"1933271625505649106","reply_id":"1933271625505649106","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":15,"retweets":0,"replies":1,"quotes":0,"views":666,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1933585600193405087","type":"reply","issues":[]},"1918331029833859379":{"id":"1918331029833859379","date":"2025-05-02 15:45:33","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Moratorium on ever trading rates. 4k of SFRM5 wasn’t my best trade","hashtags":[],"conv":"1918331029833859379","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":2,"quotes":0,"views":1661,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1918331029833859379","type":"tweet","issues":[]},"1926301103227891994":{"id":"1926301103227891994","date":"2025-05-24 15:35:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"People in Manhattan, is it worth buying a car? I want to have flexibility to golf/ski but feels like a $1-2k a month carry cost for probably 10 uses a month","hashtags":[],"conv":"1926301103227891994","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":5,"quotes":0,"views":2769,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1926301103227891994","type":"tweet","issues":[]},"1898090934883283387":{"id":"1898090934883283387","date":"2025-03-07 19:18:38","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Bear market rallies are often violent","hashtags":[],"conv":"1898090934883283387","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":30,"retweets":0,"replies":1,"quotes":0,"views":1829,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1898090934883283387","type":"tweet","issues":[]},"1932078878215868509":{"id":"1932078878215868509","date":"2025-06-09 14:14:35","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Unironically feels like pods getting blown out today","hashtags":[],"conv":"1932078878215868509","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":32,"retweets":0,"replies":6,"quotes":0,"views":2949,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1932078878215868509","type":"tweet","issues":[]},"2056493497394336162":{"id":"2056493497394336162","date":"2026-05-18 21:53:52","author":"mediocrebuysideanalyst","handle":"volisdead","text":"For all the “option wizards” here no one has mentioned the most important options flow in years in SPX.","hashtags":[],"conv":"2056493497394336162","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":29,"retweets":0,"replies":6,"quotes":0,"views":11072,"bookmarks":8,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2056493497394336162","type":"tweet","issues":[]},"1856054629244829892":{"id":"1856054629244829892","date":"2024-11-11 19:21:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Follow up trade to $BTC. Call your watch dealer asap and buy everything","hashtags":[],"conv":"1856054629244829892","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":0,"quotes":0,"views":896,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1856054629244829892","type":"tweet","issues":[]},"1977878392822473202":{"id":"1977878392822473202","date":"2025-10-13 23:25:30","author":"Trading Volatility","handle":"TradeVolatility","text":"Follow up. \n\nThe trade was paired with a 22Oct $35 Call \n163,555 @ 0.29 == $4,743,095 (likely credit as a calendar spread)\n\n~4 week Expiration gap suggests the trader expects volatility to rise in November but not before the October expiry.\n\nRisk: If VIX spikes early (before Oct 22), the short Oct calls lose faster than the long Nov gains → temporary mark-to-market pain.","hashtags":[],"conv":"1977865641274290256","reply_id":"1977865641274290256","quote_id":"1977878947971973167","retweet_id":"","reply_to":"TradeVolatility","likes":15,"retweets":0,"replies":0,"quotes":1,"views":10944,"bookmarks":4,"media":["1977878392822473202_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/TradeVolatility/status/1977878392822473202"},"1864406035328389583":{"id":"1864406035328389583","date":"2024-12-04 20:26:52","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Imagine just choosing rich instead of being a hedge fund PM. NGMI","hashtags":[],"conv":"1864406035328389583","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":0,"quotes":0,"views":1376,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1864406035328389583","type":"tweet","issues":[]},"1635452340563214337":{"id":"1635452340563214337","date":"2023-03-14 01:26:37","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@parantapah @balajis Hedge the rate risk is irrelevant to whether your forecast is off by 100x or 1x. You can criticize the fed for changing path/being off in their own forecasts. That creates tremendous alpha for active investors. But saying the fed “caused treasuries to become risky is disingenuous","hashtags":[],"conv":"1635037610891689984","reply_id":"1635245635166441473","quote_id":"","retweet_id":"","reply_to":"parantapah","likes":2,"retweets":0,"replies":1,"quotes":0,"views":218,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1635452340563214337","type":"reply","issues":["reply-parent unavailable"]},"1768033268689973468":{"id":"1768033268689973468","date":"2024-03-13 21:55:54","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@vixologist @TexasOncologist @Options @OptionPit @atgiovinazzi if only people realized that owning term structure when spot is at all time highs is the best vol trade you can do.","hashtags":[],"conv":"1768028873759875261","reply_id":"1768032689511072149","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":3,"retweets":0,"replies":2,"quotes":0,"views":123,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1768033268689973468","type":"reply","issues":[]},"1928489229740290373":{"id":"1928489229740290373","date":"2025-05-30 16:30:36","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Taco time","hashtags":[],"conv":"1928489229740290373","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":1,"quotes":0,"views":733,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1928489229740290373","type":"tweet","issues":[]},"2046302675055370283":{"id":"2046302675055370283","date":"2026-04-20 18:59:10","author":"mediocrebuysideanalyst","handle":"volisdead","text":"In the last year it feels like the market is finally realizing it’s easier to squeeze foreign stocks than US stocks","hashtags":[],"conv":"2046302675055370283","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":0,"quotes":0,"views":906,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2046302675055370283","type":"tweet","issues":[]},"2063782285141283117":{"id":"2063782285141283117","date":"2026-06-08 00:36:54","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Intelligence test for who you should follow. If they posted KOSPI limit down as if it was some new bearish signal you probably shouldn’t follow them. Futures/$EWY  implied a limit down open (and more) on Friday","hashtags":[],"conv":"2063782285141283117","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":107,"retweets":0,"replies":2,"quotes":0,"views":10912,"bookmarks":8,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2063782285141283117","type":"tweet","issues":[]},"1906780449965273453":{"id":"1906780449965273453","date":"2025-03-31 18:47:40","author":"mediocrebuysideanalyst","handle":"volisdead","text":"From 3-4pm today we will move 1pct. Not sure which direction","hashtags":[],"conv":"1906780449965273453","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":29,"retweets":0,"replies":1,"quotes":0,"views":2738,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1906780449965273453","type":"tweet","issues":[]},"1967783771106849109":{"id":"1967783771106849109","date":"2025-09-16 02:53:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Sigh, suppose it’s up only again","hashtags":[],"conv":"1967783771106849109","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":0,"quotes":0,"views":1094,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1967783771106849109","type":"tweet","issues":[]},"2076694457219465281":{"id":"2076694457219465281","date":"2026-07-13 15:45:16","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Covering last of semis shorts.","hashtags":[],"conv":"2076694457219465281","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":73,"retweets":0,"replies":5,"quotes":0,"views":18597,"bookmarks":21,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2076694457219465281","type":"tweet","issues":[]},"2074625203007525349":{"id":"2074625203007525349","date":"2026-07-07 22:42:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"War back on front Vix future +.1v lol","hashtags":[],"conv":"2074625203007525349","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":2,"quotes":0,"views":2667,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2074625203007525349","type":"tweet","issues":[]},"1917646192982516085":{"id":"1917646192982516085","date":"2025-04-30 18:24:15","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Google will break from everyone guessing who the fuck yuyuantiantian is","hashtags":[],"conv":"1917646192982516085","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":0,"quotes":0,"views":889,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1917646192982516085","type":"tweet","issues":[]},"2053634169683448079":{"id":"2053634169683448079","date":"2026-05-11 00:31:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"lol $MU 800 on robinhood rn","hashtags":[],"conv":"2053634169683448079","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":24,"retweets":0,"replies":1,"quotes":0,"views":2509,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2053634169683448079","type":"tweet","issues":[]},"2058723380426145931":{"id":"2058723380426145931","date":"2026-05-25 01:34:37","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Ha it’s unbelievable. “War is over maybe other things can rally”?? Kioxia +6, Rohm +7, Renesas +8… Nintendo -3 LOL","hashtags":[],"conv":"2058723380426145931","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":0,"replies":0,"quotes":0,"views":3608,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2058723380426145931","type":"tweet","issues":[]},"1904670480176734453":{"id":"1904670480176734453","date":"2025-03-25 23:03:24","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Does anyone think tariffs might actually be really bad for non-US equities? Particularly in EU. If so, what’s the trade? 5E puts? Autos? STIR?","hashtags":[],"conv":"1904670480176734453","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":25,"retweets":0,"replies":7,"quotes":0,"views":3179,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1904670480176734453","type":"tweet","issues":[]},"1931684875288858678":{"id":"1931684875288858678","date":"2025-06-08 12:08:57","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I don’t know why I have a weird feeling we trade 6100 ES tomorrow","hashtags":[],"conv":"1931684875288858678","reply_id":"","quote_id":"1932055567947681984","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":0,"quotes":1,"views":3023,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1931684875288858678","type":"quote","issues":[]},"2055042986845651216":{"id":"2055042986845651216","date":"2026-05-14 21:50:03","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Dude this KWEB post market getting ridiculous. Another +1.5% today","hashtags":[],"conv":"2055042986845651216","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":24,"retweets":0,"replies":5,"quotes":0,"views":4507,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2055042986845651216","type":"tweet","issues":[]},"2014474301420769471":{"id":"2014474301420769471","date":"2026-01-22 23:04:35","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Patriots lighten up into earnings they have no edge in","hashtags":[],"conv":"2014474301420769471","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":1,"quotes":0,"views":930,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2014474301420769471","type":"tweet","issues":[]},"1961044476480127018":{"id":"1961044476480127018","date":"2025-08-28 12:33:32","author":"mediocrebuysideanalyst","handle":"volisdead","text":"But replace fetch with rotation","hashtags":[],"conv":"1961044476480127018","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":1,"quotes":0,"views":1335,"bookmarks":0,"media":[],"has_video":true,"own":true,"url":"https://twitter.com/volisdead/status/1961044476480127018","type":"tweet","issues":[]},"1932060284946207126":{"id":"1932060284946207126","date":"2025-06-09 13:00:42","author":"mediocrebuysideanalyst","handle":"volisdead","text":"It’s a 3d option so if I’m wrong that’s expected lol","hashtags":[],"conv":"1932055567947681984","reply_id":"1932055567947681984","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":3,"retweets":0,"replies":0,"quotes":0,"views":527,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1932060284946207126","type":"reply","issues":[]},"2047418031807115276":{"id":"2047418031807115276","date":"2026-04-23 20:51:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Might have to name my first kid Lip-Bu after that print","hashtags":[],"conv":"2047418031807115276","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":1,"quotes":0,"views":1987,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2047418031807115276","type":"tweet","issues":[]},"1864049629563621796":{"id":"1864049629563621796","date":"2024-12-03 20:50:38","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Vols holding a lot of premium still with 2w to vix expiry. Been a long time since we had this much roll in the curve","hashtags":[],"conv":"1864049629563621796","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":0,"replies":2,"quotes":0,"views":3468,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1864049629563621796","type":"tweet","issues":[]},"1932092665077649702":{"id":"1932092665077649702","date":"2025-06-09 15:09:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Bizarre d1 moves in insurance/AI tech","hashtags":[],"conv":"1932078878215868509","reply_id":"1932078878215868509","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":6,"retweets":0,"replies":0,"quotes":0,"views":598,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1932092665077649702","type":"reply","issues":[]},"1914860317282087087":{"id":"1914860317282087087","date":"2025-04-23 01:54:10","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Another Asia session that I get a dip in TU to buy!","hashtags":[],"conv":"1914860317282087087","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":0,"quotes":0,"views":1148,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1914860317282087087","type":"tweet","issues":[]},"1906484528295669859":{"id":"1906484528295669859","date":"2025-03-30 23:11:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Takeaway: 1) markets ain’t in turmoil at all yet. 2) when they are you have to hold on to the risk you have whether you want to or not 3) being short wings is generally only worth it if on the path to realizing them you are making a ton of money and can survive.","hashtags":[],"conv":"1906481107035463905","reply_id":"1906484016120733925","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":36,"retweets":0,"replies":1,"quotes":0,"views":1885,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1906484528295669859","type":"reply","issues":[]},"1881168365089382732":{"id":"1881168365089382732","date":"2025-01-20 02:34:23","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Is that one of the worst drops in NFL playoff history?","hashtags":[],"conv":"1881168365089382732","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":2,"quotes":0,"views":2165,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1881168365089382732","type":"tweet","issues":[]},"1908968877381337431":{"id":"1908968877381337431","date":"2025-04-06 19:43:41","author":"mediocrebuysideanalyst","handle":"volisdead","text":"After a lot of time looking at trades I still can’t find a better one than massively long Ux1 vs delta","hashtags":[],"conv":"1908968877381337431","reply_id":"","quote_id":"1909391597751451916","retweet_id":"","reply_to":"","likes":11,"retweets":0,"replies":2,"quotes":1,"views":5178,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1908968877381337431","type":"quote","issues":[]},"2003569614983430609":{"id":"2003569614983430609","date":"2025-12-23 20:53:15","author":"mediocrebuysideanalyst","handle":"volisdead","text":"SPX options at the front end are so incredibly low in vol","hashtags":[],"conv":"2003569614983430609","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":1,"replies":1,"quotes":0,"views":1548,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2003569614983430609","type":"tweet","issues":[]},"1847370035985338484":{"id":"1847370035985338484","date":"2024-10-18 20:11:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Convince me not to stick 50k into SPX Dec26 10000 calls as an AI singularity trade","hashtags":[],"conv":"1847370035985338484","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":15,"retweets":0,"replies":7,"quotes":1,"views":5648,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1847370035985338484","type":"tweet","issues":[]},"1935509703154651324":{"id":"1935509703154651324","date":"2025-06-19 01:27:27","author":"mediocrebuysideanalyst","handle":"volisdead","text":"My gut kinda tells me to be short US equities post opex but I’ve made money on the short side maybe 3x in my life so I should probably just be flat","hashtags":[],"conv":"1935509703154651324","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":30,"retweets":0,"replies":2,"quotes":0,"views":1718,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1935509703154651324","type":"tweet","issues":[]},"1712644351208071511":{"id":"1712644351208071511","date":"2023-10-13 01:40:07","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@taobanker Yeah, at this point I’m shocked he doesn’t run a fund. Nailed so many moves this year.","hashtags":[],"conv":"1712556949412381130","reply_id":"1712556949412381130","quote_id":"","retweet_id":"","reply_to":"taobanker","likes":4,"retweets":0,"replies":2,"quotes":0,"views":350,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1712644351208071511","type":"reply","issues":[]},"1699589339561513406":{"id":"1699589339561513406","date":"2023-09-07 01:04:10","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@dalibali2 In China right now, never seen such a fervor for a phone. Big increase in nationalist sentiment in the last few years post - COVID","hashtags":[],"conv":"1699568860377301214","reply_id":"1699568860377301214","quote_id":"","retweet_id":"","reply_to":"dalibali2","likes":5,"retweets":1,"replies":1,"quotes":0,"views":1975,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1699589339561513406","type":"reply","issues":[]},"2077785882153582948":{"id":"2077785882153582948","date":"2026-07-16 16:02:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"lot of UGGGGLY charts in tech momo.","hashtags":[],"conv":"2077785882153582948","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":15,"retweets":0,"replies":0,"quotes":0,"views":1400,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2077785882153582948","type":"tweet","issues":[]},"1928505079906099538":{"id":"1928505079906099538","date":"2025-05-30 17:33:35","author":"mediocrebuysideanalyst","handle":"volisdead","text":"= trades sideways for 10y","hashtags":[],"conv":"1928504880714400096","reply_id":"1928504880714400096","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":4,"retweets":0,"replies":0,"quotes":0,"views":458,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1928505079906099538","type":"reply","issues":[]},"1924791263045280045":{"id":"1924791263045280045","date":"2025-05-20 11:36:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"If I told you SX5E is up more than SPX in the last 5 years I don’t think many would believe me","hashtags":[],"conv":"1924791263045280045","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":0,"replies":0,"quotes":0,"views":911,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1924791263045280045","type":"tweet","issues":[]},"2073584150901092446":{"id":"2073584150901092446","date":"2026-07-05 01:46:01","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Happy birthday to America. I’m grateful for the opportunity to be born in a country where success isn’t a function of your family name, the zip code you were born in, or the color of your skin. Excited to be a part of the next chapter of your history.","hashtags":[],"conv":"2073584150901092446","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":26,"retweets":1,"replies":4,"quotes":0,"views":2896,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2073584150901092446","type":"tweet","issues":[]},"1954417692699455731":{"id":"1954417692699455731","date":"2025-08-10 05:41:03","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Nothing like traveling to a really nice place to motivate you to push harder in your career because you realize how relatively poor you are.","hashtags":[],"conv":"1954417692699455731","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":51,"retweets":0,"replies":3,"quotes":0,"views":2452,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1954417692699455731","type":"tweet","issues":[]},"2054931582511726813":{"id":"2054931582511726813","date":"2026-05-14 14:27:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I mean I think I can answer this one based on the vol trades that didn’t work that suited a bearish  environment:\n\n-Long gamma (worst ever performance in march)\n- short SPX skew to fund gamma (skew turbo steepened in small sell offs in q1)\n- long implied corr (short ss/long spx)","hashtags":[],"conv":"2054931582511726813","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":166,"retweets":4,"replies":11,"quotes":2,"views":35689,"bookmarks":94,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2054931582511726813","type":"tweet","issues":[]},"1963694916170609085":{"id":"1963694916170609085","date":"2025-09-04 20:05:26","author":"mediocrebuysideanalyst","handle":"volisdead","text":"back to ATH into NFP!","hashtags":[],"conv":"1963694916170609085","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":1,"quotes":0,"views":1386,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1963694916170609085","type":"tweet","issues":[]},"1991180484127187018":{"id":"1991180484127187018","date":"2025-11-19 16:23:16","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Was a proud owner of Googl Friday 295c that I didn’t sell a single unit of delta against","hashtags":[],"conv":"1991161269248770458","reply_id":"1991161269248770458","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":5,"retweets":0,"replies":1,"quotes":0,"views":1021,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1991180484127187018","type":"reply","issues":[]},"1978499928260288768":{"id":"1978499928260288768","date":"2025-10-15 16:35:16","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Certainly to me feels like the market has topped locally. Mag7 trades like dogshit and stopouts defo happened in LS. Either we buy the generals or we sell off in the next couple weeks","hashtags":[],"conv":"1978499928260288768","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":24,"retweets":0,"replies":2,"quotes":1,"views":5162,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1978499928260288768","type":"tweet","issues":[]},"1925659625422041123":{"id":"1925659625422041123","date":"2025-05-22 21:06:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Imagine thinking Brazil could have a functional government","hashtags":[],"conv":"1925659625422041123","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":0,"quotes":0,"views":797,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1925659625422041123","type":"tweet","issues":[]},"2002221708153909628":{"id":"2002221708153909628","date":"2025-12-20 03:37:09","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Secret- inherit 8 figures and roll long spooz every quarter for 17 years in a bull market","hashtags":[],"conv":"2002221708153909628","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":0,"quotes":0,"views":1836,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2002221708153909628","type":"tweet","issues":[]},"1937968262694015452":{"id":"1937968262694015452","date":"2025-06-25 20:16:54","author":"mediocrebuysideanalyst","handle":"volisdead","text":"So with MU beat is Korea going to gap 3% while none of you own it again?","hashtags":[],"conv":"1937968262694015452","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":4,"quotes":1,"views":2589,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1937968262694015452","type":"tweet","issues":[]},"1947310600599584992":{"id":"1947310600599584992","date":"2025-07-21 15:00:01","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Well looking at the EUR I’m glad i prepaid my hotels!","hashtags":[],"conv":"1947310600599584992","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":644,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1947310600599584992","type":"tweet","issues":[]},"1947774517385773133":{"id":"1947774517385773133","date":"2025-07-22 21:43:27","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Call me weird but I think google beats handsomely tomorrow and we get new QQQ highs by Friday","hashtags":[],"conv":"1947774517385773133","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":45,"retweets":0,"replies":6,"quotes":0,"views":2581,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1947774517385773133","type":"tweet","issues":[]},"1927479528961532127":{"id":"1927479528961532127","date":"2025-05-27 21:38:25","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Anyone with strong thoughts on $KRE/regionals? Seems a decent hedge for long end breakdown trades","hashtags":[],"conv":"1927479528961532127","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":0,"quotes":0,"views":785,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1927479528961532127","type":"tweet","issues":[]},"1925183818455003391":{"id":"1925183818455003391","date":"2025-05-21 13:36:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I know you guys get all excited about options Greeks but have you ever had Speed be the largest driver of your pnl?","hashtags":[],"conv":"1925183818455003391","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":27,"retweets":0,"replies":7,"quotes":0,"views":2399,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1925183818455003391","type":"tweet","issues":[]},"1985408214800769192":{"id":"1985408214800769192","date":"2025-11-03 18:06:20","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Pretty incredible negative sharpe in buying rare earths and lightening AI longs on Friday","hashtags":[],"conv":"1985408214800769192","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":1,"quotes":0,"views":1358,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1985408214800769192","type":"tweet","issues":[]},"2077812834134597977":{"id":"2077812834134597977","date":"2026-07-16 17:49:18","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Can’t wait for the momo factor baskets to be health care and consumer staples","hashtags":[],"conv":"2077812834134597977","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":49,"retweets":3,"replies":4,"quotes":0,"views":4340,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2077812834134597977","type":"tweet","issues":[]},"1966203419494068656":{"id":"1966203419494068656","date":"2025-09-11 18:13:20","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Oh, looks like everyone’s PAs up 400% this year (cries in 0 net fund seat)","hashtags":[],"conv":"1966203419494068656","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":17,"retweets":0,"replies":0,"quotes":0,"views":1062,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1966203419494068656","type":"tweet","issues":[]},"1834663660716777905":{"id":"1834663660716777905","date":"2024-09-13 18:41:17","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@DisAnalyst @MarkGutman9 At my shop only pms fly biz haha, it was a big day when my Geneva<-> NYC flights became lay flats","hashtags":[],"conv":"1834554983003340879","reply_id":"1834587775552946508","quote_id":"","retweet_id":"","reply_to":"DisAnalyst","likes":2,"retweets":0,"replies":0,"quotes":0,"views":128,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1834663660716777905","type":"reply","issues":["reply-parent unavailable"]},"1927394876636729675":{"id":"1927394876636729675","date":"2025-05-27 16:02:02","author":"mediocrebuysideanalyst","handle":"volisdead","text":"$OKLO has been a great gamma own, think I’m retiring it for now","hashtags":[],"conv":"1927394876636729675","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":902,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1927394876636729675","type":"tweet","issues":[]},"1907633503237247010":{"id":"1907633503237247010","date":"2025-04-03 03:17:23","author":"mediocrebuysideanalyst","handle":"volisdead","text":"And or send it limit long $NVDA since semis are excluded because this is a random number generator","hashtags":[],"conv":"1907633331308527869","reply_id":"1907633331308527869","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":4,"retweets":0,"replies":1,"quotes":0,"views":527,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1907633503237247010","type":"reply","issues":[]},"1684906900901470208":{"id":"1684906900901470208","date":"2023-07-28 12:41:23","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@MacroCharts The gang learns about forwards :/","hashtags":[],"conv":"1684881397725442049","reply_id":"1684881397725442049","quote_id":"","retweet_id":"","reply_to":"MacroCharts","likes":4,"retweets":0,"replies":0,"quotes":0,"views":2348,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1684906900901470208","type":"reply","issues":["reply-parent unavailable"]},"2053911447139193025":{"id":"2053911447139193025","date":"2026-05-11 18:53:43","author":"Avi","handle":"AviFelman","text":"Sold my AP a while ago. IMO Rolex / AP carry a negative status connotation now, very striver — better to have niche brands","hashtags":[],"conv":"2053911447139193025","reply_id":"","quote_id":"2053936463457235046","retweet_id":"","reply_to":"","likes":890,"retweets":11,"replies":191,"quotes":29,"views":288312,"bookmarks":112,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/AviFelman/status/2053911447139193025"},"1511891940249382913":{"id":"1511891940249382913","date":"2022-04-07 02:21:42","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@saanglee @AgustinLebron3 @HangukQuant Don't know if I agree with this one. Running a paper portfolio or small fraction of capital I think teaches position management and trains your brain to handle risk. In the golf ex., playing 100 rounds on the simulator over the winter doesn't necessarily translate to good scores.","hashtags":[],"conv":"1511706685475151872","reply_id":"1511889224693612547","quote_id":"","retweet_id":"","reply_to":"saanglee","likes":1,"retweets":0,"replies":1,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1511891940249382913","type":"reply","issues":["reply-parent unavailable"]},"1932250064958665179":{"id":"1932250064958665179","date":"2025-06-10 01:34:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Just hoping we get enough of a move for @Ksidiii to say “upside vol is still vol” again","hashtags":[],"conv":"1932250064958665179","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":0,"quotes":0,"views":793,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1932250064958665179","type":"tweet","issues":[]},"1961894470703612098":{"id":"1961894470703612098","date":"2025-08-30 20:51:06","author":"mediocrebuysideanalyst","handle":"volisdead","text":"$GOOGL, $MUFG, $TCEHY in that order would be my choice in PA if I had to hold for 5 years.\n\n$APP, $BABA, $AMZN next tier","hashtags":[],"conv":"1961894470703612098","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":0,"quotes":0,"views":2124,"bookmarks":8,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1961894470703612098","type":"tweet","issues":[]},"1756317473257783416":{"id":"1756317473257783416","date":"2024-02-10 14:01:31","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Ksidiii @therobotjames @Jimmyjude13 @Dcpcooks @traderpodcaste @vixologist Still think the nature of the short vol positioning is very different at the front end. Not sure who’s selling you those low delta vix lines but I’m a lot less concerned about $QYLD short gamma than VIX etps with mechanical leverage","hashtags":[],"conv":"1756109114709537002","reply_id":"1756122170151907589","quote_id":"","retweet_id":"","reply_to":"Ksidiii","likes":2,"retweets":0,"replies":2,"quotes":0,"views":971,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1756317473257783416","type":"reply","issues":["reply-parent unavailable"]},"1758618596316500336":{"id":"1758618596316500336","date":"2024-02-16 22:25:21","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@sdav1986 i wish this year were a little less boring...","hashtags":[],"conv":"1758615242450366609","reply_id":"1758615242450366609","quote_id":"","retweet_id":"","reply_to":"sdav1986","likes":2,"retweets":0,"replies":1,"quotes":0,"views":92,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1758618596316500336","type":"reply","issues":[]},"1940771869495644450":{"id":"1940771869495644450","date":"2025-07-03 13:57:26","author":"mediocrebuysideanalyst","handle":"volisdead","text":"0dte calls were way too cheap. Post print ES 6300 was 3.9","hashtags":[],"conv":"1940763883410804959","reply_id":"1940763883410804959","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":6,"retweets":0,"replies":1,"quotes":0,"views":589,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1940771869495644450","type":"reply","issues":[]},"2034231149313016291":{"id":"2034231149313016291","date":"2026-03-18 11:31:14","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Ah sorry guys had to wait till 7:30 to unwind","hashtags":[],"conv":"2034027692350206343","reply_id":"2034027692350206343","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":5,"retweets":0,"replies":0,"quotes":0,"views":796,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2034231149313016291","type":"reply","issues":[]},"1949925058849493448":{"id":"1949925058849493448","date":"2025-07-28 20:08:56","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Officially the lowest 2w close to close realized vol in spooz since 2019","hashtags":[],"conv":"1949925058849493448","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":31,"retweets":0,"replies":3,"quotes":0,"views":1878,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1949925058849493448","type":"tweet","issues":[]},"1923520869411783107":{"id":"1923520869411783107","date":"2025-05-16 23:28:07","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Kinda weird to me QQQ down more than SPY aftermarket","hashtags":[],"conv":"1923520869411783107","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":0,"quotes":0,"views":1075,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1923520869411783107","type":"tweet","issues":[]},"2053456934787752310":{"id":"2053456934787752310","date":"2026-05-10 12:47:39","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Summary of bubble conversations:\n- Those who were long semis last 45 days: no bubble\n- Those who weren’t: bubble\n\nMy view: we moved from pricing peak cycle as H2 26-27 EPS (on trough multiple) to pushing peak further into H2 ‘27 to ‘28. 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It will be a mega trend unlike anything we’ve seen before. Lots of ramps and drops along the way though","hashtags":[],"conv":"1915818123950739795","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":27,"retweets":0,"replies":7,"quotes":0,"views":2355,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1915818123950739795","type":"tweet","issues":[]},"2017004404663071131":{"id":"2017004404663071131","date":"2026-01-29 22:38:18","author":"mediocrebuysideanalyst","handle":"volisdead","text":"On the flip side could he do this if he’s not going to blow this Q out of the water?","hashtags":[],"conv":"2017004404663071131","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":0,"quotes":0,"views":1234,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2017004404663071131","type":"tweet","issues":[]},"1694705394499608786":{"id":"1694705394499608786","date":"2023-08-24 13:37:06","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Pffffttttt as the vol sucks out all of the PNL of those $NVDA call trades","hashtags":[],"conv":"1694705394499608786","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":2,"quotes":0,"views":410,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1694705394499608786","type":"tweet","issues":[]},"1990112883703746831":{"id":"1990112883703746831","date":"2025-11-16 17:41:00","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Can only stick save the 50d so many times can you?","hashtags":[],"conv":"1990112883703746831","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":0,"quotes":0,"views":934,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1990112883703746831","type":"tweet","issues":[]},"1912560594311418052":{"id":"1912560594311418052","date":"2025-04-16 17:35:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Central bankers are lost","hashtags":[],"conv":"1912560594311418052","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":0,"quotes":0,"views":978,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1912560594311418052","type":"tweet","issues":[]},"1936053128350019626":{"id":"1936053128350019626","date":"2025-06-20 13:26:50","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Why is no one talking about Korea going up every day? Seems like Abenomics 2.0","hashtags":[],"conv":"1936053128350019626","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":17,"retweets":0,"replies":1,"quotes":0,"views":1254,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1936053128350019626","type":"tweet","issues":[]},"1911558377261383739":{"id":"1911558377261383739","date":"2025-04-13 23:13:26","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Who cares about ES when you have Rory sack up after a bogey on 18 and Rose throwing darts in a playoff. This is unreal golf.","hashtags":[],"conv":"1911558377261383739","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":32,"retweets":0,"replies":1,"quotes":0,"views":1606,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1911558377261383739","type":"tweet","issues":[]},"1947817669018677649":{"id":"1947817669018677649","date":"2025-07-23 00:34:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"JP momo getting smoked. Going to be a fun open for consensus risk in EU…","hashtags":[],"conv":"1947817669018677649","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":1,"quotes":0,"views":785,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1947817669018677649","type":"tweet","issues":[]},"1735028690038190087":{"id":"1735028690038190087","date":"2023-12-13 20:07:29","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@dampedspring Sometimes it happens to the best of us. Still love ya Andy","hashtags":[],"conv":"1735026907236663676","reply_id":"1735026907236663676","quote_id":"","retweet_id":"","reply_to":"dampedspring","likes":0,"retweets":0,"replies":0,"quotes":0,"views":202,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1735028690038190087","type":"reply","issues":[]},"1874033271199457659":{"id":"1874033271199457659","date":"2024-12-31 10:02:04","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Best tips for jet lag? Usually not an issue for me but flying back from Asia I’ve been getting killed. Waking up at 2am every night and sleeping at 7:30. Been back 4 days already","hashtags":[],"conv":"1874033271199457659","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":4,"quotes":0,"views":2567,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1874033271199457659","type":"tweet","issues":[]},"1821908550744236295":{"id":"1821908550744236295","date":"2024-08-09 13:57:02","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@sdav1986 Yep, I’m just salty because my mark to market on my spx book was incredibly positive at the fake levels at 6am (against massively negative in vix tbh) and I really wish I could have unwound everything at that price.","hashtags":[],"conv":"1821896825747730522","reply_id":"1821908069745312211","quote_id":"","retweet_id":"","reply_to":"sdav1986","likes":3,"retweets":0,"replies":1,"quotes":0,"views":167,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1821908550744236295","type":"reply","issues":["reply-parent unavailable"]},"2036495965067047259":{"id":"2036495965067047259","date":"2026-03-24 17:30:48","author":"Fed","handle":"lord_fed","text":"The most expensive misread in markets right here is thinking AI kills software. I think it gets absorbed by it which is a completely different trade.\n\nSpent several weeks on this post and built a 15 name basket around the idea.\n\nhttps://www.lordfed.co.uk/p/why-software-survives-ai","hashtags":[],"conv":"2036495965067047259","reply_id":"","quote_id":"2049457524114391285","retweet_id":"","reply_to":"","likes":789,"retweets":82,"replies":45,"quotes":15,"views":423191,"bookmarks":585,"media":["2036495965067047259_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/lord_fed/status/2036495965067047259"},"1988630165421789586":{"id":"1988630165421789586","date":"2025-11-12 15:29:13","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Yeah I’m not saying I’m bearish spooz. Just ai alpha vs NQ/ES is dead","hashtags":[],"conv":"1988626748657762395","reply_id":"1988626748657762395","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":12,"retweets":0,"replies":2,"quotes":0,"views":1119,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1988630165421789586","type":"reply","issues":[]},"1802329277645373731":{"id":"1802329277645373731","date":"2024-06-16 13:16:00","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@ColinLancaster With the growth of multistrats, we live in a world of infinite capital and tight stops. Mind the gaps.","hashtags":[],"conv":"1802228553683202234","reply_id":"1802228553683202234","quote_id":"","retweet_id":"","reply_to":"ColinLancaster","likes":2,"retweets":0,"replies":0,"quotes":0,"views":241,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1802329277645373731","type":"reply","issues":[]},"1935156117556052299":{"id":"1935156117556052299","date":"2025-06-18 02:02:26","author":"mediocrebuysideanalyst","handle":"volisdead","text":"any reason China tech is getting absolutely wrecked?","hashtags":[],"conv":"1935156117556052299","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":0,"replies":3,"quotes":0,"views":2548,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1935156117556052299","type":"tweet","issues":[]},"1946170886937100792":{"id":"1946170886937100792","date":"2025-07-18 11:31:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"我爱中国","hashtags":[],"conv":"1946170886937100792","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":4,"quotes":0,"views":1751,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1946170886937100792","type":"tweet","issues":[]},"1895236490973856024":{"id":"1895236490973856024","date":"2025-02-27 22:16:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Another epic day for the smarties short skew","hashtags":[],"conv":"1895236490973856024","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":2,"quotes":0,"views":1844,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1895236490973856024","type":"tweet","issues":[]},"1878890417061777836":{"id":"1878890417061777836","date":"2025-01-13 19:42:38","author":"mediocrebuysideanalyst","handle":"volisdead","text":"What a day of reckoning in equity markets. Honestly terrifying.","hashtags":[],"conv":"1878890417061777836","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":95,"retweets":3,"replies":9,"quotes":2,"views":54167,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1878890417061777836","type":"tweet","issues":[]},"2061422731074195950":{"id":"2061422731074195950","date":"2026-06-01 12:20:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"JFC why do I do this to myself","hashtags":[],"conv":"2061422731074195950","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":1,"replies":0,"quotes":0,"views":1912,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2061422731074195950","type":"tweet","issues":[]},"2058063651391594762":{"id":"2058063651391594762","date":"2026-05-23 05:53:06","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Ok late night bill ackman-esque rant done","hashtags":[],"conv":"2058063451969228904","reply_id":"2058063471757934603","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":3,"retweets":0,"replies":0,"quotes":0,"views":468,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2058063651391594762","type":"reply","issues":[]},"1875296181204705567":{"id":"1875296181204705567","date":"2025-01-03 21:40:25","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Imagine being flat over 2 days in this market (it’s me, I’m flat)","hashtags":[],"conv":"1875296181204705567","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":35,"retweets":0,"replies":3,"quotes":0,"views":3797,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1875296181204705567","type":"tweet","issues":[]},"1914782474241982960":{"id":"1914782474241982960","date":"2025-04-22 20:44:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"lot of depression around tsla not going down.. Tim Walz bottom intact?","hashtags":[],"conv":"1914782474241982960","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":1,"quotes":0,"views":1116,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1914782474241982960","type":"tweet","issues":[]},"1912981868292784349":{"id":"1912981868292784349","date":"2025-04-17 21:29:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"What’s the best trade for JPow sentenced to el salvador?","hashtags":[],"conv":"1912981868292784349","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":6,"quotes":0,"views":2661,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1912981868292784349","type":"tweet","issues":[]},"1932030664745877714":{"id":"1932030664745877714","date":"2025-06-09 11:03:00","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The dollar is weakening and you don’t think US corps will make more money (in USD)?","hashtags":[],"conv":"1932030664745877714","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":0,"quotes":0,"views":1412,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1932030664745877714","type":"tweet","issues":[]},"1808517567599853849":{"id":"1808517567599853849","date":"2024-07-03 15:06:03","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Ksidiii Ha fair enough. I have my views.","hashtags":[],"conv":"1808486102493225205","reply_id":"1808517482921033976","quote_id":"","retweet_id":"","reply_to":"Ksidiii","likes":1,"retweets":0,"replies":0,"quotes":0,"views":370,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1808517567599853849","type":"reply","issues":["reply-parent unavailable"]},"1993504340686848247":{"id":"1993504340686848247","date":"2025-11-26 02:17:26","author":"Citrini","handle":"citrini","text":"a lot of people have decided to talk shit about the portfolio we publish - i challenge you to find someone else that is talking about topics as broad as the ones we are and also publishing positions they take as proof to back it up.\n\nif you can’t realize it’s more impactful to keep a track record of a broad range of market reccomendations - and you’re too much of a fucking idiot to realize when we dedicate the entire top of fold to long GOOG that we’re bullish on it - then you should have a good time going around the sun without our analysis.\n\nand if you’re too dumb to realize a 6mo perf doesn’t mean much when you’re up 215% over the past 2.5 years, then you shouldn’t be in markets at all.","hashtags":[],"conv":"1993504340686848247","reply_id":"","quote_id":"1993686272888459366","retweet_id":"","reply_to":"","likes":1435,"retweets":20,"replies":147,"quotes":23,"views":348633,"bookmarks":144,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/citrini/status/1993504340686848247"},"1958792810418651545":{"id":"1958792810418651545","date":"2025-08-22 07:26:13","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Going from 100% max long at 5350 to 75% long","hashtags":[],"conv":"1958791637120725441","reply_id":"1958791637120725441","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":5,"retweets":0,"replies":1,"quotes":0,"views":462,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1958792810418651545","type":"reply","issues":[]},"1931898411768254676":{"id":"1931898411768254676","date":"2025-06-09 02:17:28","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Broken clocks","hashtags":[],"conv":"1931898411768254676","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":0,"quotes":0,"views":1304,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1931898411768254676","type":"tweet","issues":[]},"1986417974551449865":{"id":"1986417974551449865","date":"2025-11-06 12:58:45","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Another reminder","hashtags":[],"conv":"1986417974551449865","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":2,"quotes":0,"views":1764,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1986417974551449865","type":"tweet","issues":[]},"1958729607198515277":{"id":"1958729607198515277","date":"2025-08-22 03:15:04","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Another vacation markets observation (somewhat itching to get back to it)- we’re seeing the exact rate market price action that should be supportive momo/tech >>, yet the factor still trades very heavy. Legacy risk unwind or new regime?","hashtags":[],"conv":"1958729607198515277","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":0,"quotes":0,"views":823,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1958729607198515277","type":"tweet","issues":[]},"1706302061430649164":{"id":"1706302061430649164","date":"2023-09-25 13:38:07","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@buysidebogey The clothing choices described are exactly what I picture a deep value guy wearing","hashtags":[],"conv":"1706296384813416578","reply_id":"1706296384813416578","quote_id":"","retweet_id":"","reply_to":"buysidebogey","likes":28,"retweets":0,"replies":2,"quotes":0,"views":2360,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1706302061430649164","type":"reply","issues":[]},"1908881115462394325":{"id":"1908881115462394325","date":"2025-04-06 13:54:57","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The market will test the policy put strike. My guess is that it’s somewhere around 4600 (200w dma). Plan on flipping long if we get anywhere near there","hashtags":[],"conv":"1908881115462394325","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":26,"retweets":0,"replies":2,"quotes":0,"views":1787,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1908881115462394325","type":"tweet","issues":[]},"2025828503371837555":{"id":"2025828503371837555","date":"2026-02-23 07:02:07","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Citrini7 going viral what a king. CIO sent it to our entire office with [must read] tag.","hashtags":[],"conv":"2025828503371837555","reply_id":"","quote_id":"","retweet_id":"","reply_to":"citrini","likes":64,"retweets":0,"replies":3,"quotes":1,"views":3577,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2025828503371837555","type":"tweet","issues":[]},"1843609596004577351":{"id":"1843609596004577351","date":"2024-10-08 11:09:14","author":"mediocrebuysideanalyst","handle":"volisdead","text":"So I was about as wrong as one could have been about the last 24 hours. Moving on…","hashtags":[],"conv":"1843609596004577351","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":0,"quotes":0,"views":1195,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1843609596004577351","type":"tweet","issues":[]},"1833253239883764039":{"id":"1833253239883764039","date":"2024-09-09 21:16:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@sdav1986 Fired with p=1 in my case","hashtags":[],"conv":"1833241465620705572","reply_id":"1833252350888149416","quote_id":"","retweet_id":"","reply_to":"sdav1986","likes":3,"retweets":0,"replies":1,"quotes":0,"views":178,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1833253239883764039","type":"reply","issues":["reply-parent unavailable"]},"1859283765454950603":{"id":"1859283765454950603","date":"2024-11-20 17:12:48","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Spidey senses here in EQ vol","hashtags":[],"conv":"1859283765454950603","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":1,"quotes":0,"views":1746,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1859283765454950603","type":"tweet","issues":[]},"1912500436134777036":{"id":"1912500436134777036","date":"2025-04-16 13:36:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Market trades like the world is short","hashtags":[],"conv":"1912500436134777036","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":28,"retweets":0,"replies":6,"quotes":0,"views":2039,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1912500436134777036","type":"tweet","issues":[]},"1814283267324981558":{"id":"1814283267324981558","date":"2024-07-19 12:56:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Ksidiii Skew!","hashtags":[],"conv":"1814280293164917216","reply_id":"1814280293164917216","quote_id":"","retweet_id":"","reply_to":"Ksidiii","likes":4,"retweets":0,"replies":1,"quotes":0,"views":1378,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1814283267324981558","type":"reply","issues":[]},"2067347295318770116":{"id":"2067347295318770116","date":"2026-06-17 20:42:59","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Don’t understand being bearish front end rates here.","hashtags":[],"conv":"2067347295318770116","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":17,"retweets":0,"replies":2,"quotes":0,"views":3029,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2067347295318770116","type":"tweet","issues":[]},"1923371662818365471":{"id":"1923371662818365471","date":"2025-05-16 13:35:13","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Europe bought so rally is cooked- thanks for playing","hashtags":[],"conv":"1923371662818365471","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":0,"quotes":0,"views":997,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1923371662818365471","type":"tweet","issues":[]},"1935839322130760050":{"id":"1935839322130760050","date":"2025-06-19 23:17:15","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Added to China tech, maxed out VaR. Pray for me friends","hashtags":[],"conv":"1935839322130760050","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":33,"retweets":0,"replies":6,"quotes":0,"views":2128,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1935839322130760050","type":"tweet","issues":[]},"1670149204717477889":{"id":"1670149204717477889","date":"2023-06-17 19:19:34","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@mnopro Gamma PL proportional to RV^2 - IV^2. Longer dated option positions near at the money with low Volga and low gamma/vega sure you can say daily PL more a function of vol than var","hashtags":[],"conv":"1670137778326368256","reply_id":"1670144828821344256","quote_id":"","retweet_id":"","reply_to":"mnopro","likes":4,"retweets":0,"replies":1,"quotes":0,"views":218,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1670149204717477889","type":"reply","issues":["reply-parent unavailable"]},"1963088993593020657":{"id":"1963088993593020657","date":"2025-09-03 03:57:43","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The Japanese are panicking like they have never seen yields go up 3 bps before","hashtags":[],"conv":"1963088993593020657","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":1,"quotes":0,"views":1053,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1963088993593020657","type":"tweet","issues":[]},"1886530739564646406":{"id":"1886530739564646406","date":"2025-02-03 21:42:33","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Chekhov’s gun has been used. Back in the holster?","hashtags":[],"conv":"1886530739564646406","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":32,"retweets":0,"replies":5,"quotes":0,"views":4375,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1886530739564646406","type":"tweet","issues":[]},"1999865017513185597":{"id":"1999865017513185597","date":"2025-12-13 15:32:30","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Topped with Sam in early November","hashtags":[],"conv":"1999864802064417081","reply_id":"1999864802064417081","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":3,"retweets":0,"replies":0,"quotes":0,"views":740,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1999865017513185597","type":"reply","issues":[]},"2011522451499598128":{"id":"2011522451499598128","date":"2026-01-14 19:34:59","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Feels like at this rate the top names in the S&P are going to be gold miners, drone shitcos and spec SMR plays","hashtags":[],"conv":"2011522451499598128","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":1,"quotes":0,"views":1191,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2011522451499598128","type":"tweet","issues":[]},"1905591279439708416":{"id":"1905591279439708416","date":"2025-03-28 12:02:19","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Spot down vol down unambiguously the shittiest environment for vol traders","hashtags":[],"conv":"1905591279439708416","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":15,"retweets":0,"replies":2,"quotes":0,"views":1640,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1905591279439708416","type":"tweet","issues":[]},"1511894134843486208":{"id":"1511894134843486208","date":"2022-04-07 02:30:26","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@saanglee @AgustinLebron3 @HangukQuant Of course. The two go hand in hand imo, research and simulated/small trading. There’s a reason most firms have analysts running paper portfolios and learning from PMs prior to risk taking. You learn when to hit irons vs drivers.","hashtags":[],"conv":"1511706685475151872","reply_id":"1511893580566372357","quote_id":"","retweet_id":"","reply_to":"saanglee","likes":1,"retweets":0,"replies":2,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1511894134843486208","type":"reply","issues":["reply-parent unavailable"]},"1958794505244602687":{"id":"1958794505244602687","date":"2025-08-22 07:32:57","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Honestly the opposite of my experience. The most spendy of my friends are in Mag7 tech.","hashtags":[],"conv":"1958794505244602687","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":31,"retweets":0,"replies":2,"quotes":0,"views":3567,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1958794505244602687","type":"tweet","issues":[]},"1887962447178326262":{"id":"1887962447178326262","date":"2025-02-07 20:31:38","author":"mediocrebuysideanalyst","handle":"volisdead","text":"What a shit week! But there are many more.","hashtags":[],"conv":"1887962447178326262","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":51,"retweets":1,"replies":3,"quotes":1,"views":6864,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1887962447178326262","type":"tweet","issues":[]},"1870226133054029899":{"id":"1870226133054029899","date":"2024-12-20 21:53:51","author":"PaxTrader777🇺🇸","handle":"paxtrader777","text":"And-do not scalp for ticks or a couple pts. Doesn’t work. You can’t compete with the HFTS and their algos.","hashtags":[],"conv":"1870222553035468862","reply_id":"1870222553035468862","quote_id":"1870330019886837802","retweet_id":"","reply_to":"paxtrader777","likes":189,"retweets":7,"replies":14,"quotes":1,"views":19782,"bookmarks":22,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/paxtrader777/status/1870226133054029899"},"1920506114942140639":{"id":"1920506114942140639","date":"2025-05-08 15:48:33","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Kinda incredible the president sounds like Jordan Belfort","hashtags":[],"conv":"1920506114942140639","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":0,"quotes":0,"views":725,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1920506114942140639","type":"tweet","issues":[]},"2054832286420668542":{"id":"2054832286420668542","date":"2026-05-14 07:52:48","author":"Volatility Trading","handle":"VolatilityVIX","text":"Surprising\n\nBenn was always talking about risk management, hedging against the unknown, not taking big directional bets\n\nThe only way to lose 30% that quickly would be if he abandoned his core principles he's been preaching\n\nI hope we find out what ultimately caused the damage","hashtags":[],"conv":"2054832286420668542","reply_id":"","quote_id":"2054931582511726813","retweet_id":"","reply_to":"","likes":186,"retweets":4,"replies":29,"quotes":9,"views":79270,"bookmarks":55,"media":["2054832286420668542_1.png"],"has_video":false,"own":false,"url":"https://twitter.com/VolatilityVIX/status/2054832286420668542"},"2077506613347299385":{"id":"2077506613347299385","date":"2026-07-15 21:32:29","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Everyone wants a 30 percent drawdown in a consensus trade until they get a 30 percent drawdown in a consensus trade","hashtags":[],"conv":"2077506613347299385","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":410,"retweets":26,"replies":11,"quotes":2,"views":23694,"bookmarks":14,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2077506613347299385","type":"tweet","issues":[]},"1899447556050235727":{"id":"1899447556050235727","date":"2025-03-11 13:09:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Is there a more dumb product out there than DNTs? If you want to sell vol sell vol don’t be such a baby about it. Defined loss these 🥜","hashtags":[],"conv":"1899447556050235727","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":15,"retweets":0,"replies":1,"quotes":0,"views":1755,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1899447556050235727","type":"tweet","issues":[]},"1933347832661991446":{"id":"1933347832661991446","date":"2025-06-13 02:16:57","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The fact that fixed income isn’t doing anything is insane and tells you how broken the US bond market is","hashtags":[],"conv":"1933347832661991446","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":26,"retweets":0,"replies":5,"quotes":0,"views":2051,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1933347832661991446","type":"tweet","issues":[]},"1971315207990612376":{"id":"1971315207990612376","date":"2025-09-25 20:45:45","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Does anyone else read this as bearish capex?","hashtags":[],"conv":"1971315207990612376","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":104,"retweets":6,"replies":12,"quotes":0,"views":25946,"bookmarks":26,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1971315207990612376","type":"tweet","issues":[]},"2058063451969228904":{"id":"2058063451969228904","date":"2026-05-23 05:52:18","author":"mediocrebuysideanalyst","handle":"volisdead","text":"One thing I don’t particularly understand about this nativist/anti-all forms of immigration community is why they don’t support a much higher tax rate on the wealthy. If the anti-legal immigration argument is that we’re bringing in wage slaves from third world, who benefits?","hashtags":[],"conv":"2058063451969228904","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":2,"quotes":0,"views":1164,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2058063451969228904","type":"tweet","issues":[]},"1918413437433962846":{"id":"1918413437433962846","date":"2025-05-02 21:13:00","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Wasn’t long enough stonks for how long rates and short USD I was, but some carry stuff worked and we keep fighting","hashtags":[],"conv":"1918412387285184849","reply_id":"1918412387285184849","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":1,"retweets":0,"replies":0,"quotes":0,"views":622,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1918413437433962846","type":"reply","issues":[]},"1959244965986373986":{"id":"1959244965986373986","date":"2025-08-23 13:22:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"K-Pop Demon Hunters is crazy. As a millennial kind of insane an animated girl group is dominating music charts. Takes me back to Gorillaz (dating myself lol)","hashtags":[],"conv":"1959244965986373986","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":0,"quotes":0,"views":641,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1959244965986373986","type":"tweet","issues":[]},"1883675235171680551":{"id":"1883675235171680551","date":"2025-01-27 00:35:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Sell first ask questions later","hashtags":[],"conv":"1883675235171680551","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":45,"retweets":0,"replies":3,"quotes":0,"views":12107,"bookmarks":5,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1883675235171680551","type":"tweet","issues":[]},"1937259620277375468":{"id":"1937259620277375468","date":"2025-06-23 21:21:00","author":"mediocrebuysideanalyst","handle":"volisdead","text":"So many things are a function of this (populism/shtco gambling/crypto/tik tok) so let’s not pretend it’s some crazy stat. You’re a bloody VC shouldn’t you understand secular trends?","hashtags":[],"conv":"1937257670311920072","reply_id":"1937258952846098717","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":6,"retweets":0,"replies":0,"quotes":0,"views":579,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1937259620277375468","type":"reply","issues":[]},"1859289884457865370":{"id":"1859289884457865370","date":"2024-11-20 17:37:07","author":"mediocrebuysideanalyst","handle":"volisdead","text":"UX1 + 65bps with spot down 45bps is something. Maybe we come back to earth but this has been something","hashtags":[],"conv":"1859283765454950603","reply_id":"1859283765454950603","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":2,"retweets":0,"replies":0,"quotes":0,"views":1237,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1859289884457865370","type":"reply","issues":[]},"1923158041991524783":{"id":"1923158041991524783","date":"2025-05-15 23:26:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Maybe unpopular opinion- the rally isn’t over until Europe buys (they haven’t)","hashtags":[],"conv":"1923158041991524783","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":885,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1923158041991524783","type":"tweet","issues":[]},"1976319981337051258":{"id":"1976319981337051258","date":"2025-10-09 16:12:56","author":"mediocrebuysideanalyst","handle":"volisdead","text":"NFA, but just bought 6675/6325 month end 1x2 ps","hashtags":[],"conv":"1976319981337051258","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":3,"quotes":0,"views":1520,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1976319981337051258","type":"tweet","issues":[]},"1982577093591564734":{"id":"1982577093591564734","date":"2025-10-26 22:36:28","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Imagine posting widener as your best example of good Harvard architecture.","hashtags":[],"conv":"1982577093591564734","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":11,"retweets":0,"replies":0,"quotes":0,"views":2492,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1982577093591564734","type":"tweet","issues":[]},"2029894214478143571":{"id":"2029894214478143571","date":"2026-03-06 12:17:48","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Pray for semis pods after this BESI move","hashtags":[],"conv":"2029894214478143571","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":26,"retweets":0,"replies":0,"quotes":0,"views":3066,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2029894214478143571","type":"tweet","issues":[]},"1802326474688479445":{"id":"1802326474688479445","date":"2024-06-16 13:04:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Heading to HK today for the first time since pre - COVID. Any recommendations? Also, going to propose in a week so good things going on in personal life! Who cares whether bank dividends go down another 5% or vix delta adjusted was up 50bps? Live a little :)","hashtags":[],"conv":"1802326474688479445","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":0,"quotes":0,"views":1401,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1802326474688479445","type":"tweet","issues":[]},"1794773798132044163":{"id":"1794773798132044163","date":"2024-05-26 16:53:13","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Ksidiii QIS is 5-10% of total Vega in dispersion. I think you have to look to the wings to see if there’s stress on the horizon. 1-2 years away from a real opp. Dispersion is also not working that well anyway, so I think if anything we see a bleed rather than a crash.","hashtags":[],"conv":"1794768427443241398","reply_id":"1794768427443241398","quote_id":"","retweet_id":"","reply_to":"Ksidiii","likes":7,"retweets":0,"replies":2,"quotes":0,"views":2158,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1794773798132044163","type":"reply","issues":[]},"1842969428717457422":{"id":"1842969428717457422","date":"2024-10-06 16:45:27","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Ksidiii @dampedspring Alternate phrasing, long dated skew should not price the way it does!","hashtags":[],"conv":"1842682382144401444","reply_id":"1842961716944290167","quote_id":"","retweet_id":"","reply_to":"Ksidiii","likes":8,"retweets":0,"replies":1,"quotes":0,"views":1331,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1842969428717457422","type":"reply","issues":["reply-parent unavailable"]},"1900175984508477698":{"id":"1900175984508477698","date":"2025-03-13 13:23:52","author":"mediocrebuysideanalyst","handle":"volisdead","text":"You think PMs aren’t foaming at the mouths to add to their positions now? Guys with 1bn+ books and net worths in the 9 figs aren’t folding positions just because Donnie said some sh*t about tariffs. They don’t need the handholding to go big. The fact this was leaked is concerning","hashtags":[],"conv":"1900174447438643403","reply_id":"1900174447438643403","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":47,"retweets":0,"replies":2,"quotes":0,"views":2931,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1900175984508477698","type":"reply","issues":[]},"1844136919648948545":{"id":"1844136919648948545","date":"2024-10-09 22:04:38","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Lack of response = I’m buyer","hashtags":[],"conv":"1843865300086993007","reply_id":"1843865300086993007","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":5,"retweets":0,"replies":0,"quotes":0,"views":479,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1844136919648948545","type":"reply","issues":[]},"1939333126003871756":{"id":"1939333126003871756","date":"2025-06-29 14:40:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"In the spirit of @sdav1986 what were the trades that were good this year.\n\n1) Korea - spot up vol up is my favorite dynamic to trade. \n\n2) Long SPX gamma the Friday after liberation Thursday. This was a crazy misprice and allowed me to not blow up on some other risk","hashtags":[],"conv":"1939333126003871756","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":40,"retweets":0,"replies":2,"quotes":0,"views":2612,"bookmarks":11,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1939333126003871756","type":"tweet","issues":[]},"1751397819045560532":{"id":"1751397819045560532","date":"2024-01-28 00:12:34","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@sdav1986 seems like a lot of long gamma near here....","hashtags":[],"conv":"1751364954806947957","reply_id":"1751364954806947957","quote_id":"","retweet_id":"","reply_to":"sdav1986","likes":2,"retweets":0,"replies":1,"quotes":0,"views":102,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1751397819045560532","type":"reply","issues":[]},"1918006248424853922":{"id":"1918006248424853922","date":"2025-05-01 18:14:59","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Damn not fun to be long a lot of stir today","hashtags":[],"conv":"1918006248424853922","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":1,"quotes":0,"views":1544,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1918006248424853922","type":"tweet","issues":[]},"1970577588855939521":{"id":"1970577588855939521","date":"2025-09-23 19:54:43","author":"mediocrebuysideanalyst","handle":"volisdead","text":"That being said, the OG speech was in December 1996 and we all know what happened after.","hashtags":[],"conv":"1970573317175152691","reply_id":"1970573317175152691","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":3,"retweets":0,"replies":0,"quotes":0,"views":523,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1970577588855939521","type":"reply","issues":[]},"1945859647681802748":{"id":"1945859647681802748","date":"2025-07-17 14:54:26","author":"mediocrebuysideanalyst","handle":"volisdead","text":"3500x today 6300c lifted just now","hashtags":[],"conv":"1945859647681802748","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":0,"quotes":0,"views":745,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1945859647681802748","type":"tweet","issues":[]},"1845056205418328332":{"id":"1845056205418328332","date":"2024-10-12 10:57:33","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Well the next one people had high hopes for offshore investors. No announcement of size of stimulus. Tone was optimistic vs NDRC but details lacking. After small inflows started from long onlies the down 10% again px action (if it happens) probably kills the allocations for good","hashtags":[],"conv":"1845051082663203095","reply_id":"1845051082663203095","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":5,"retweets":0,"replies":1,"quotes":0,"views":874,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1845056205418328332","type":"reply","issues":[]},"1905223678196883810":{"id":"1905223678196883810","date":"2025-03-27 11:41:36","author":"mediocrebuysideanalyst","handle":"volisdead","text":"So we close inch today and my gamma dies and we find a way to bid calendars and I lose 1mm right? Feels par for the course this week","hashtags":[],"conv":"1905223678196883810","reply_id":"","quote_id":"1905289895553249701","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":1,"quotes":1,"views":4013,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1905223678196883810","type":"quote","issues":[]},"1991161269248770458":{"id":"1991161269248770458","date":"2025-11-19 15:06:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@DeepDishEnjoyer sometimes trading is easy","hashtags":[],"conv":"1991161269248770458","reply_id":"","quote_id":"","retweet_id":"","reply_to":"DeepDishEnjoyer","likes":6,"retweets":0,"replies":2,"quotes":0,"views":2427,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1991161269248770458","type":"tweet","issues":[]},"2035108792312934596":{"id":"2035108792312934596","date":"2026-03-20 21:38:41","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Insider trading is ruining markets","hashtags":[],"conv":"2035108792312934596","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":25,"retweets":0,"replies":2,"quotes":0,"views":2934,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2035108792312934596","type":"tweet","issues":[]},"1855020314058457517":{"id":"1855020314058457517","date":"2024-11-08 22:51:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I’m only posting this because I’m midcurve guy","hashtags":[],"conv":"1855017326904852736","reply_id":"1855017326904852736","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":34,"retweets":0,"replies":0,"quotes":0,"views":2336,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1855020314058457517","type":"reply","issues":[]},"2063392133445275719":{"id":"2063392133445275719","date":"2026-06-06 22:46:35","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Pretty sure you don’t either. If you exercise an option it no longer has open interest. Also there’s no reason this guy would exercise this option (not optimal to early ex this thing). It’s very possible (and likely) that it’s hedged via short delta + short puts (to monetize the vol move).","hashtags":[],"conv":"2063392133445275719","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":11,"retweets":0,"replies":2,"quotes":0,"views":4921,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2063392133445275719","type":"tweet","issues":[]},"2051339431865352287":{"id":"2051339431865352287","date":"2026-05-04 16:33:27","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The beginning of the end.","hashtags":[],"conv":"2051339431865352287","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":2,"quotes":1,"views":5872,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2051339431865352287","type":"tweet","issues":[]},"1854136589409997025":{"id":"1854136589409997025","date":"2024-11-06 12:19:45","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Based on my PL this morning I’m fully small brained pod shop boi","hashtags":[],"conv":"1854136589409997025","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":1,"quotes":0,"views":1436,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1854136589409997025","type":"tweet","issues":[]},"1887961727859405167":{"id":"1887961727859405167","date":"2025-02-07 20:28:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Tariff fridays are so fun","hashtags":[],"conv":"1887961727859405167","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":15,"retweets":0,"replies":1,"quotes":0,"views":1501,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1887961727859405167","type":"tweet","issues":[]},"1905615364555170061":{"id":"1905615364555170061","date":"2025-03-28 13:38:02","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The nirvana view: trump’s real goal is to have truly free global trade within the western block. He knows EU doesn’t have the domestic firepower to defend against US tariffs. Go big, go hard, get to 0 tariffs by the early summer","hashtags":[],"conv":"1905615364555170061","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":1,"quotes":0,"views":1136,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1905615364555170061","type":"tweet","issues":[]},"2009066240816631838":{"id":"2009066240816631838","date":"2026-01-08 00:54:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I will never sell Korea again I will never sell Korea again","hashtags":[],"conv":"2009066240816631838","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":1,"quotes":0,"views":1034,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2009066240816631838","type":"tweet","issues":[]},"1876347961707581451":{"id":"1876347961707581451","date":"2025-01-06 19:19:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"to all the buyers of Z5, can i interest you in some Z6?","hashtags":[],"conv":"1876347961707581451","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":2,"quotes":0,"views":1737,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1876347961707581451","type":"tweet","issues":[]},"1796305564634595515":{"id":"1796305564634595515","date":"2024-05-30 22:19:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@nope_its_lily Why oct?","hashtags":[],"conv":"1796287744035143777","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1,"retweets":0,"replies":1,"quotes":0,"views":370,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1796305564634595515","type":"tweet","issues":[]},"1999864802064417081":{"id":"1999864802064417081","date":"2025-12-13 15:31:39","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Maybe unpopular opinion but think the AI capex cycle as a generalist trade is over (can’t buy MSXXAI and blanket make alpha)","hashtags":[],"conv":"1999864802064417081","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":1,"replies":2,"quotes":0,"views":3536,"bookmarks":5,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1999864802064417081","type":"tweet","issues":[]},"1947852448321634482":{"id":"1947852448321634482","date":"2025-07-23 02:53:07","author":"mediocrebuysideanalyst","handle":"volisdead","text":"everyone just chilling while us PGM power goes offerless and China is building a 1.2trn RMB dam. Power is the bottleneck and the US needs more spend. What's the trade? (outside NRG, TLN, CEG, GEV etc, Ercot Forwards)","hashtags":[],"conv":"1947852448321634482","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":4,"quotes":0,"views":1836,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1947852448321634482","type":"tweet","issues":[]},"1938358900165906489":{"id":"1938358900165906489","date":"2025-06-26 22:09:09","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Best case for your trade is we rally 3% in the next 2 weeks or blow up","hashtags":[],"conv":"1938352569920983154","reply_id":"1938358742153875715","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":1,"retweets":0,"replies":0,"quotes":0,"views":310,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1938358900165906489","type":"reply","issues":[]},"1802142775464337855":{"id":"1802142775464337855","date":"2024-06-16 00:54:54","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@TheBostonView Totally agree with this take. If you take a step back and look at where growth is actually coming from you give up on this trade very quickly, save for short dated options to play squeezes","hashtags":[],"conv":"1802102931715702939","reply_id":"1802102931715702939","quote_id":"","retweet_id":"","reply_to":"TheBostonView","likes":1,"retweets":0,"replies":1,"quotes":0,"views":159,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1802142775464337855","type":"reply","issues":[]},"1949925768332480771":{"id":"1949925768332480771","date":"2025-07-28 20:11:45","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Using drift before u haters hate on me","hashtags":[],"conv":"1949925058849493448","reply_id":"1949925058849493448","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":3,"retweets":0,"replies":0,"quotes":0,"views":599,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1949925768332480771","type":"reply","issues":[]},"1915844332029886873":{"id":"1915844332029886873","date":"2025-04-25 19:04:18","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Microstrategy vol seems pretty cheap both directions…","hashtags":[],"conv":"1915844332029886873","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":1,"quotes":0,"views":1187,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1915844332029886873","type":"tweet","issues":[]},"2059247582639997038":{"id":"2059247582639997038","date":"2026-05-26 12:17:37","author":"mediocrebuysideanalyst","handle":"volisdead","text":"$SATS feels like a v interesting situation here imo. On one hand if spaceX ipo prices high it trades at a big discount. On the other hand it’s an obvious funding vehicle if you’re long private shares and want to sell locked shares","hashtags":[],"conv":"2059247582639997038","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":1,"quotes":0,"views":2080,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2059247582639997038","type":"tweet","issues":[]},"1938370576059666687":{"id":"1938370576059666687","date":"2025-06-26 22:55:33","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The rally ends when $MSOS goes up. Sorry I don’t make the rules","hashtags":[],"conv":"1938370576059666687","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":2,"quotes":0,"views":1009,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1938370576059666687","type":"tweet","issues":[]},"1962992373874471296":{"id":"1962992373874471296","date":"2025-09-02 21:33:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Come on macro bears you can do better than this","hashtags":[],"conv":"1962992373874471296","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":20,"retweets":1,"replies":0,"quotes":0,"views":1693,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1962992373874471296","type":"tweet","issues":[]},"1911836632480944376":{"id":"1911836632480944376","date":"2025-04-14 17:39:08","author":"mediocrebuysideanalyst","handle":"volisdead","text":"What a lame day. Calm before the next storm?","hashtags":[],"conv":"1911836632480944376","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":21,"retweets":0,"replies":1,"quotes":0,"views":1713,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1911836632480944376","type":"tweet","issues":[]},"2049900804182589900":{"id":"2049900804182589900","date":"2026-04-30 17:16:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"You’re absolutely not wrong but any semis pod is selling the shit out of NVDA to buy higher torque semis themes today.","hashtags":[],"conv":"2049900804182589900","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":77,"retweets":2,"replies":6,"quotes":2,"views":22108,"bookmarks":23,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2049900804182589900","type":"tweet","issues":[]},"1927526550460682481":{"id":"1927526550460682481","date":"2025-05-28 00:45:15","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I want to jump off a bridge.  I was trying to buy a thing and my RDP crashed. I watched it on my phone and it rallied 2% in a straight line.","hashtags":[],"conv":"1927526550460682481","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":1,"quotes":0,"views":1443,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1927526550460682481","type":"tweet","issues":[]},"1879661538954633674":{"id":"1879661538954633674","date":"2025-01-15 22:46:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"On some days the best alpha is levered beta - Confucius","hashtags":[],"conv":"1879661538954633674","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":352,"retweets":27,"replies":8,"quotes":2,"views":31302,"bookmarks":32,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1879661538954633674","type":"tweet","issues":[]},"1849141734141538753":{"id":"1849141734141538753","date":"2024-10-23 17:31:59","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Still playing, but maybe time to watch yourself a bit :)","hashtags":[],"conv":"1848854761937707022","reply_id":"1848854761937707022","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":4,"retweets":0,"replies":1,"quotes":0,"views":559,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1849141734141538753","type":"reply","issues":[]},"1835727464393224417":{"id":"1835727464393224417","date":"2024-09-16 17:08:28","author":"mediocrebuysideanalyst","handle":"volisdead","text":"NYC landlords are proper cunts. Former landlord trying to charge for repainting,  a “deep clean”, and reglazing a bathtub after living in a place for 3 years, arguing these are damages not wear and tear. Never been so glad to have bought.","hashtags":[],"conv":"1835727464393224417","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":1,"quotes":0,"views":1215,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1835727464393224417","type":"tweet","issues":[]},"1938358742153875715":{"id":"1938358742153875715","date":"2025-06-26 22:08:31","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Roll makes the straddles great, gamma I think easy to carry around ATHs and kills the real tail. Size to make pnl in big vol spike even with extreme spot/vol corr","hashtags":[],"conv":"1938352569920983154","reply_id":"1938352569920983154","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":3,"retweets":0,"replies":2,"quotes":0,"views":637,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1938358742153875715","type":"reply","issues":[]},"1993686272888459366":{"id":"1993686272888459366","date":"2025-11-26 14:20:23","author":"mediocrebuysideanalyst","handle":"volisdead","text":"When you have haters you know you’ve made it. Trade your own book but the research itself is way better than anything else i subscribe to (and sell side)","hashtags":[],"conv":"1993686272888459366","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":22,"retweets":0,"replies":2,"quotes":0,"views":6383,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1993686272888459366","type":"tweet","issues":[]},"1692194385600151859":{"id":"1692194385600151859","date":"2023-08-17 15:19:15","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@sdav1986 Oh man, less than 3m before back to a bank","hashtags":[],"conv":"1692191787647918251","reply_id":"1692191787647918251","quote_id":"","retweet_id":"","reply_to":"sdav1986","likes":2,"retweets":0,"replies":0,"quotes":0,"views":155,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1692194385600151859","type":"reply","issues":[]},"1959647488031265138":{"id":"1959647488031265138","date":"2025-08-24 16:02:24","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Anna trying to bring her old nickname back!","hashtags":[],"conv":"1959647488031265138","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":17,"retweets":0,"replies":5,"quotes":0,"views":3843,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1959647488031265138","type":"tweet","issues":[]},"1670144688358129666":{"id":"1670144688358129666","date":"2023-06-17 19:01:38","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@mnopro Variance","hashtags":[],"conv":"1670137778326368256","reply_id":"1670137778326368256","quote_id":"","retweet_id":"","reply_to":"mnopro","likes":3,"retweets":0,"replies":1,"quotes":0,"views":332,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1670144688358129666","type":"reply","issues":["reply-parent unavailable"]},"1958846297521193172":{"id":"1958846297521193172","date":"2025-08-22 10:58:45","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Okay, as i sit in the airport thought it was time for an update.\n\n17/15 1x2 VIX PS for Aug were great, running same trade for Sep, partially financed my long gamma bias \n\nJackson hole is irrelevant to me. Only matters if he pivots dovish (he won’t).","hashtags":[],"conv":"1958846297521193172","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":1,"quotes":0,"views":2166,"bookmarks":5,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1958846297521193172","type":"tweet","issues":[]},"2049149118950351019":{"id":"2049149118950351019","date":"2026-04-28 15:29:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"All “legends” started by being very big in a trade that worked before converging on a higher sharpe distributions later on","hashtags":[],"conv":"2049149118950351019","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":122,"retweets":3,"replies":3,"quotes":0,"views":15904,"bookmarks":25,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2049149118950351019","type":"tweet","issues":[]},"1959246342535975218":{"id":"1959246342535975218","date":"2025-08-23 13:28:23","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Why I like selling rates vol.","hashtags":[],"conv":"1959246342535975218","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":23,"retweets":0,"replies":5,"quotes":0,"views":2211,"bookmarks":5,"media":["1959246342535975218_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1959246342535975218","type":"tweet","issues":[]},"1883857410911289737":{"id":"1883857410911289737","date":"2025-01-27 12:39:41","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I don’t think I’m particularly insightful about GPUs but in in trading you are either fast or smart. I’d rather be the former","hashtags":[],"conv":"1883675235171680551","reply_id":"1883675235171680551","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":14,"retweets":2,"replies":1,"quotes":0,"views":1687,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1883857410911289737","type":"reply","issues":[]},"1976402087488741846":{"id":"1976402087488741846","date":"2025-10-09 21:39:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"-70bps of alpha today for me 🙏","hashtags":[],"conv":"1976402087488741846","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":0,"quotes":0,"views":2060,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1976402087488741846","type":"tweet","issues":[]},"1920455075283046831":{"id":"1920455075283046831","date":"2025-05-08 12:25:44","author":"mediocrebuysideanalyst","handle":"volisdead","text":"At least my PA is up YTD!","hashtags":[],"conv":"1920455075283046831","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":0,"quotes":0,"views":764,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1920455075283046831","type":"tweet","issues":[]},"1932965015079829648":{"id":"1932965015079829648","date":"2025-06-12 00:55:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Imagine owning a US$","hashtags":[],"conv":"1932965015079829648","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":1,"quotes":0,"views":1186,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1932965015079829648","type":"tweet","issues":[]},"1881006634568442117":{"id":"1881006634568442117","date":"2025-01-19 15:51:43","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Feels like we’re going to run this economy incredibly hot. What next, who knows?","hashtags":[],"conv":"1881006634568442117","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":28,"retweets":0,"replies":2,"quotes":0,"views":3656,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1881006634568442117","type":"tweet","issues":[]},"2026613638497190054":{"id":"2026613638497190054","date":"2026-02-25 11:01:58","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Fuck I guess I need to cover some KOSPI upside vol shorts (don’t worry I have been long delta)","hashtags":[],"conv":"2026613638497190054","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":3,"quotes":0,"views":4277,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2026613638497190054","type":"tweet","issues":[]},"2063375804986220703":{"id":"2063375804986220703","date":"2026-06-06 21:41:42","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Sold meta near the lows on Friday. The highest conviction view here is that we’re accelerating the capex cycle in ‘26 and ‘27. Think we’ll see 2.5T over those two years. Invest accordingly across assets.","hashtags":[],"conv":"2063375804986220703","reply_id":"","quote_id":"2065107705287639065","retweet_id":"","reply_to":"","likes":86,"retweets":1,"replies":8,"quotes":1,"views":24988,"bookmarks":19,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2063375804986220703","type":"quote","issues":[]},"1982562859289895215":{"id":"1982562859289895215","date":"2025-10-26 21:39:54","author":"florence 🦐🏳️‍🌈","handle":"morallawwithin","text":"The people who built this weren’t motivated by profits.","hashtags":[],"conv":"1982562859289895215","reply_id":"","quote_id":"1982577093591564734","retweet_id":"","reply_to":"","likes":78,"retweets":1,"replies":2,"quotes":3,"views":9315,"bookmarks":6,"media":["1982562859289895215_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/morallawwithin/status/1982562859289895215"},"1939327214828269721":{"id":"1939327214828269721","date":"2025-06-29 14:16:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Is this bullish ?","hashtags":[],"conv":"1939327214828269721","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":1,"quotes":0,"views":2138,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1939327214828269721","type":"tweet","issues":[]},"2063384805488853262":{"id":"2063384805488853262","date":"2026-06-06 22:17:28","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Some quick high level thoughts on indices/macro. \n\n1) SPX - analysts have underestimated broad index EPS growth for 8 straight quarters, the biggest forecast error 1Q 26. 1Y forward is the highest growth implied since ‘21, and we’re pricing 21x forward on that growth rate.\n\nYou could say this is rich. I don’t think it’s possible to ascertain rich or cheap without a view on AI Capex and its profitability. I believe we’re more likely to inflate than deflate, with the main watchpoints lab ARRs and hyperscaler spending. Supply is the other key question. We may see 500bn in EQ supply this year? Where does the money come from…\n\n2) Rates - Warsh doesn’t want to hike but capex may force him to. Capex is inflationary in a shortage environment (components, raw materials etc). What is neutral in a world of capex > 2% of GDP? Trump may be able to limit headline inflation by giving up on tariffs (he doesn’t sound like it) and by fixing the energy impact to CPI by finishing the Iran conflict, but the possibility of cuts seems close to 0 for the next two years.\n\n3) Favorite trades? This is probably going to surprise no one, but longs in AI capex beneficiaries (BtM, power semis, NVDA), banks (Japan, EU, US in that order), and shorts in rates sensitive pockets of the market. If you can trade hybrids, commodities higher + eq higher hybrids, especially with mid dated crude, are very attractive correlations. As are 10y rates higher, eq higher","hashtags":[],"conv":"2063384805488853262","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":37,"retweets":1,"replies":2,"quotes":0,"views":3948,"bookmarks":30,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2063384805488853262","type":"tweet","issues":[]},"1963575703464444024":{"id":"1963575703464444024","date":"2025-09-04 12:11:43","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Yikes China equities. When will regulators learn that regulation for a stable bull market = people are going to sell your stocks? Dumped all my onshore index longs and rotated to H shares (because you can defend valuations/growth)","hashtags":[],"conv":"1963575703464444024","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":15,"retweets":0,"replies":3,"quotes":0,"views":1699,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1963575703464444024","type":"tweet","issues":[]},"1777406028042137867":{"id":"1777406028042137867","date":"2024-04-08 18:39:54","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Oh look she’s dead again","hashtags":[],"conv":"1777406028042137867","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":1,"quotes":0,"views":1160,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1777406028042137867","type":"tweet","issues":[]},"1813503739027755133":{"id":"1813503739027755133","date":"2024-07-17 09:19:19","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Hm maybe the guy who bot 60k NVDA put spreads expiring today knew something about the Chip curbs…","hashtags":[],"conv":"1813503739027755133","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":1,"quotes":0,"views":680,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1813503739027755133","type":"tweet","issues":[]},"2031458563596407007":{"id":"2031458563596407007","date":"2026-03-10 19:53:58","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Everyone posting mmhf returns without understanding the carnage of European and UK fixed income markets is NGMI","hashtags":[],"conv":"2031458563596407007","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":35,"retweets":0,"replies":2,"quotes":0,"views":3253,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2031458563596407007","type":"tweet","issues":[]},"1814872140585328921":{"id":"1814872140585328921","date":"2024-07-21 03:56:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@SeniorApe01 TSM ADR probably moves the most of any big holding. $KWEB would likely become a 0 over the next few weeks like Yandex, RSX","hashtags":[],"conv":"1814789354562142458","reply_id":"1814789354562142458","quote_id":"","retweet_id":"","reply_to":"SeniorApe01","likes":2,"retweets":0,"replies":1,"quotes":0,"views":174,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1814872140585328921","type":"reply","issues":[]},"1849255586573017242":{"id":"1849255586573017242","date":"2024-10-24 01:04:24","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Still playing!!!","hashtags":[],"conv":"1848854761937707022","reply_id":"1849141734141538753","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":1,"retweets":0,"replies":1,"quotes":0,"views":424,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1849255586573017242","type":"reply","issues":[]},"2035024235672830391":{"id":"2035024235672830391","date":"2026-03-20 16:02:41","author":"Mr. VIX","handle":"yieldsearcher","text":"-10% MTD would be a heroic risk mgmt considering how much those levered rates/curve/commodities/vol trades blew up this 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15:37:45","author":"mediocrebuysideanalyst","handle":"volisdead","text":"If day ends in day sell bonds I guess","hashtags":[],"conv":"1859984623109116322","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":0,"quotes":0,"views":1323,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1859984623109116322","type":"tweet","issues":[]},"1953202880317428218":{"id":"1953202880317428218","date":"2025-08-06 21:13:50","author":"mediocrebuysideanalyst","handle":"volisdead","text":"AppLovin is the funniest large-ish cap stock in the world","hashtags":[],"conv":"1953202880317428218","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":1,"quotes":0,"views":1487,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1953202880317428218","type":"tweet","issues":[]},"1911413738499985501":{"id":"1911413738499985501","date":"2025-04-13 13:38:42","author":"mediocrebuysideanalyst","handle":"volisdead","text":"If you are long US index/macro products tactically what’s your target to flatten risk","hashtags":[],"conv":"1911413738499985501","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":0,"retweets":0,"replies":0,"quotes":0,"views":876,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1911413738499985501","type":"tweet","issues":[]},"1809738816116384119":{"id":"1809738816116384119","date":"2024-07-06 23:58:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@rev_cap Manhattan has a supply problem. 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15:16:13","author":"mediocrebuysideanalyst","handle":"volisdead","text":"lol $XHB","hashtags":[],"conv":"1940066921161859411","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":1,"quotes":0,"views":827,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1940066921161859411","type":"tweet","issues":[]},"2050327107763359772":{"id":"2050327107763359772","date":"2026-05-01 21:30:50","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Imagine hating on someone because they had the ability to 1) raise a lot of money from really successful people, 2) structure a fund that allowed him to take a concentrated factor bet, and 3) be right (so far, which is all that counts in 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14:09:14","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Big pod seller of $AMZN last two days","hashtags":[],"conv":"1707034667277336745","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1,"retweets":0,"replies":0,"quotes":0,"views":113,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1707034667277336745","type":"tweet","issues":[]},"2030820755357712848":{"id":"2030820755357712848","date":"2026-03-09 01:39:33","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Trump must have gotten really upset at MXWO>SPX","hashtags":[],"conv":"2030820755357712848","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":0,"quotes":0,"views":950,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2030820755357712848","type":"tweet","issues":[]},"1947956163309363470":{"id":"1947956163309363470","date":"2025-07-23 09:45:15","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Are these past few weeks a structural threat to the fast money 5% stops business model in long short equity? Or is it just the typical quant model once every couple year explosion?","hashtags":[],"conv":"1947956163309363470","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":2,"quotes":0,"views":1101,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1947956163309363470","type":"tweet","issues":[]},"1791554813269803222":{"id":"1791554813269803222","date":"2024-05-17 19:42:07","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Ksidiii Spiderrock, how the world knows you're a legit vol trader.","hashtags":[],"conv":"1791545831625015707","reply_id":"1791545831625015707","quote_id":"","retweet_id":"","reply_to":"Ksidiii","likes":3,"retweets":0,"replies":1,"quotes":0,"views":973,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1791554813269803222","type":"reply","issues":[]},"1943139386721218786":{"id":"1943139386721218786","date":"2025-07-10 02:45:06","author":"mediocrebuysideanalyst","handle":"volisdead","text":"HSTECH will never go up again","hashtags":[],"conv":"1943139386721218786","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":2,"quotes":0,"views":1103,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1943139386721218786","type":"tweet","issues":[]},"2069922222362276220":{"id":"2069922222362276220","date":"2026-06-24 23:14:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"So hypers going limit down tomorrow?","hashtags":[],"conv":"2069922222362276220","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":105,"retweets":2,"replies":9,"quotes":0,"views":34473,"bookmarks":9,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2069922222362276220","type":"tweet","issues":[]},"2003176356851646704":{"id":"2003176356851646704","date":"2025-12-22 18:50:35","author":"mediocrebuysideanalyst","handle":"volisdead","text":"In practice, Baly will hire the guy regardless :)","hashtags":[],"conv":"2003176356851646704","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":0,"quotes":0,"views":3548,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2003176356851646704","type":"tweet","issues":[]},"1946466443341463607":{"id":"1946466443341463607","date":"2025-07-19 07:05:38","author":"mediocrebuysideanalyst","handle":"volisdead","text":"General viewpoint: @stevehou generally gets it right. Things are going to get weird soon. Risk to that view is tariff left tail.","hashtags":[],"conv":"1946466443341463607","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":1,"quotes":0,"views":926,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1946466443341463607","type":"tweet","issues":[]},"1939060330396885294":{"id":"1939060330396885294","date":"2025-06-28 20:36:23","author":"The Boston View","handle":"TheBostonView","text":"Whatever AI energy capacity the US tech industry assumes is going to get built, well, that's all wrong now, not happening. The Senate bill is so bad, it probably hits the entire AI power sector next week.\n\nAnd yes, Elon understands this.","hashtags":[],"conv":"1939060330396885294","reply_id":"","quote_id":"1939326160124387467","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":0,"quotes":1,"views":1959,"bookmarks":2,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/TheBostonView/status/1939060330396885294"},"1877548253345980832":{"id":"1877548253345980832","date":"2025-01-10 02:49:21","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Anyone have a strong opinion/insight on what the Trump tariffs are going to look like? \n\nImmediate 10% tariff on everything (starting inauguration day)? Targeted on Mexico/Canada/China? 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Where to defend, where to attack, wide distributions. This is the time to get paid.","hashtags":[],"conv":"2028116227114053989","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":33,"retweets":0,"replies":1,"quotes":0,"views":5418,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2028116227114053989","type":"tweet","issues":[]},"1953265945528668644":{"id":"1953265945528668644","date":"2025-08-07 01:24:25","author":"mediocrebuysideanalyst","handle":"volisdead","text":"So these semi tariffs are basically just further fcking small caps at the expense of large cap/AI adjacent?","hashtags":[],"conv":"1953265945528668644","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":25,"retweets":0,"replies":3,"quotes":0,"views":1897,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1953265945528668644","type":"tweet","issues":[]},"2026782337527365726":{"id":"2026782337527365726","date":"2026-02-25 22:12:19","author":"Gene Munster","handle":"munster_gene","text":"I estimate roughly 70% of $NVDA revenue currently comes from just 8 companies. This concentration underpins investor concerns regarding the long-term sustainability of this growth.","hashtags":[],"conv":"2026782337527365726","reply_id":"","quote_id":"2026803196694323708","retweet_id":"","reply_to":"","likes":440,"retweets":40,"replies":109,"quotes":12,"views":59885,"bookmarks":40,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/munster_gene/status/2026782337527365726"},"2030668389643853941":{"id":"2030668389643853941","date":"2026-03-08 15:34:06","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Hyperliquid getting a lot of attention last two weeks. All the tradfi pms need to know where their positions are over the weekend !","hashtags":[],"conv":"2030668389643853941","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":33,"retweets":1,"replies":2,"quotes":0,"views":3475,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2030668389643853941","type":"tweet","issues":[]},"1930068980967829764":{"id":"1930068980967829764","date":"2025-06-04 01:07:58","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Korea!","hashtags":[],"conv":"1930068980967829764","reply_id":"","quote_id":"1930435456685994104","retweet_id":"","reply_to":"","likes":1,"retweets":0,"replies":1,"quotes":1,"views":2136,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1930068980967829764","type":"quote","issues":[]},"1694735431571574937":{"id":"1694735431571574937","date":"2023-08-24 15:36:28","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@AnyonCurve Favorite thread of the year","hashtags":[],"conv":"1694723542976548938","reply_id":"1694723542976548938","quote_id":"","retweet_id":"","reply_to":"AnyonCurve","likes":3,"retweets":0,"replies":1,"quotes":0,"views":277,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1694735431571574937","type":"reply","issues":[]},"2027085143828037772":{"id":"2027085143828037772","date":"2026-02-26 18:15:34","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Ex us vs us equities (denominated in usd) now 6% outperformance since the launch of ChatGPT","hashtags":[],"conv":"2027085143828037772","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":0,"quotes":0,"views":807,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2027085143828037772","type":"tweet","issues":[]},"1746606585802035280":{"id":"1746606585802035280","date":"2024-01-14 18:53:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Ksidiii Yep, totally with ya on this one. I think another habit that has helped me in my career was to take small losses and re-evaluate rather than hold on. Flipping out of carry strategies rather than adding into drawdowns saved me quite a bit of money over the years.","hashtags":[],"conv":"1746603786250953204","reply_id":"1746603786250953204","quote_id":"","retweet_id":"","reply_to":"Ksidiii","likes":3,"retweets":0,"replies":1,"quotes":0,"views":1252,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1746606585802035280","type":"reply","issues":[]},"1919498851452346747":{"id":"1919498851452346747","date":"2025-05-05 21:06:03","author":"mediocrebuysideanalyst","handle":"volisdead","text":"About to test HIMS antidepressants after today","hashtags":[],"conv":"1919498851452346747","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":20,"retweets":0,"replies":2,"quotes":0,"views":1545,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1919498851452346747","type":"tweet","issues":[]},"1768099542296109153":{"id":"1768099542296109153","date":"2024-03-14 02:19:15","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Takeaways from my first 3 months as a standalone PM:\n\n1) it’s negative ev to stare at screens/PL all day but I struggle to avoid it\n\n2) losing money sucks. a bad week makes me feel like I’ll never get anything right again\n\n3) this is the best job in the world","hashtags":[],"conv":"1768099542296109153","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":195,"retweets":5,"replies":6,"quotes":4,"views":37468,"bookmarks":57,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1768099542296109153","type":"tweet","issues":[]},"1938378299824107866":{"id":"1938378299824107866","date":"2025-06-26 23:26:14","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Even $NKE is going up my god","hashtags":[],"conv":"1938378299824107866","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":0,"quotes":0,"views":707,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1938378299824107866","type":"tweet","issues":[]},"1958844351896809979":{"id":"1958844351896809979","date":"2025-08-22 10:51:01","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Come on Judge Mehta let me win one please!","hashtags":[],"conv":"1958844351896809979","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":0,"quotes":0,"views":599,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1958844351896809979","type":"tweet","issues":[]},"1906484016120733925":{"id":"1906484016120733925","date":"2025-03-30 23:09:44","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The response: “I can’t even make you a block price on 100 lot”. Over the rest of the night we watched pnl tick from +1mm to +15mm and couldn’t do anything about it either way.","hashtags":[],"conv":"1906481107035463905","reply_id":"1906482877015130270","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":20,"retweets":0,"replies":1,"quotes":0,"views":1968,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1906484016120733925","type":"reply","issues":["reply-parent unavailable"]},"1943390218201010261":{"id":"1943390218201010261","date":"2025-07-10 19:21:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Call me crazy, but i think QQQ makes new highs tomorrow","hashtags":[],"conv":"1943390218201010261","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":1,"quotes":0,"views":1287,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1943390218201010261","type":"tweet","issues":[]},"1699351038913057167":{"id":"1699351038913057167","date":"2023-09-06 09:17:14","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@AnyonCurve I like to frantically vomma hedge my one lot thanks","hashtags":[],"conv":"1699348604182302821","reply_id":"1699348604182302821","quote_id":"","retweet_id":"","reply_to":"AnyonCurve","likes":2,"retweets":0,"replies":1,"quotes":0,"views":151,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1699351038913057167","type":"reply","issues":[]},"1850724888325095922":{"id":"1850724888325095922","date":"2024-10-28 02:22:52","author":"mediocrebuysideanalyst","handle":"volisdead","text":"yep im my own best contra","hashtags":[],"conv":"1849964055206805609","reply_id":"1849964055206805609","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":6,"retweets":0,"replies":0,"quotes":0,"views":555,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1850724888325095922","type":"reply","issues":[]},"1865862549834543290":{"id":"1865862549834543290","date":"2024-12-08 20:54:32","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I’m such a muppet! Could’ve shut it all down November 6th and locked in a good year. True donkey.","hashtags":[],"conv":"1865862549834543290","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":22,"retweets":0,"replies":1,"quotes":0,"views":3842,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1865862549834543290","type":"tweet","issues":[]},"2061576714182852829":{"id":"2061576714182852829","date":"2026-06-01 22:32:45","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Until we cover into eps again","hashtags":[],"conv":"2061576643164958895","reply_id":"2061576643164958895","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":5,"retweets":0,"replies":0,"quotes":0,"views":652,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2061576714182852829","type":"reply","issues":[]},"1753925305364807800":{"id":"1753925305364807800","date":"2024-02-03 23:35:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@sdav1986 @Ksidiii God my index vol mandate would love that. Don't think we get it though. Everyone and their mother knows about the Buffett short variance trade now so there'll be sellers.","hashtags":[],"conv":"1753873196586012690","reply_id":"1753886956260384931","quote_id":"","retweet_id":"","reply_to":"sdav1986","likes":2,"retweets":0,"replies":0,"quotes":0,"views":148,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1753925305364807800","type":"reply","issues":["reply-parent unavailable"]},"1730687832795103520":{"id":"1730687832795103520","date":"2023-12-01 20:38:28","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Ksidiii @TheSpeculator0 @sdav1986 Well it’s a type of beta that an allocator can’t easily get themselves. Sure there are bank indices but HFs run a bit better version with some optimization around the edges. So while it’s not unique alpha there’s some room in the market for it.","hashtags":[],"conv":"1730614046364234081","reply_id":"1730686470782918939","quote_id":"","retweet_id":"","reply_to":"Ksidiii","likes":3,"retweets":0,"replies":1,"quotes":0,"views":110,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1730687832795103520","type":"reply","issues":["reply-parent unavailable"]},"1945174009672278315":{"id":"1945174009672278315","date":"2025-07-15 17:29:58","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Sorry for dunking on China tech everyone","hashtags":[],"conv":"1945174009672278315","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":3,"quotes":0,"views":882,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1945174009672278315","type":"tweet","issues":[]},"1895626010290503807":{"id":"1895626010290503807","date":"2025-03-01 00:03:54","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Anyone think trump/EU conflict could escalate to EU retaliatory taxation/treatment of US Megacap Tech?","hashtags":[],"conv":"1895626010290503807","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":0,"replies":6,"quotes":0,"views":2843,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1895626010290503807","type":"tweet","issues":[]},"1706693557048807632":{"id":"1706693557048807632","date":"2023-09-26 15:33:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Mama I bought the dip but it keeps dipping what do I do!","hashtags":[],"conv":"1706693557048807632","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":1,"replies":0,"quotes":0,"views":144,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1706693557048807632","type":"tweet","issues":[]},"1678794444131168258":{"id":"1678794444131168258","date":"2023-07-11 15:52:40","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Mr_Derivatives My favorite trade this year","hashtags":[],"conv":"1678792119094509568","reply_id":"1678792119094509568","quote_id":"","retweet_id":"","reply_to":"Mr_Derivatives","likes":1,"retweets":0,"replies":2,"quotes":0,"views":89,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1678794444131168258","type":"reply","issues":[]},"1783661238221787645":{"id":"1783661238221787645","date":"2024-04-26 00:55:52","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Short ES 5121 - see you tomorrow","hashtags":[],"conv":"1783661238221787645","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":1,"quotes":0,"views":1224,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1783661238221787645","type":"tweet","issues":[]},"1922399387805794660":{"id":"1922399387805794660","date":"2025-05-13 21:11:45","author":"mediocrebuysideanalyst","handle":"volisdead","text":"After looking at GS PB inflows I’m bearish again. Classic","hashtags":[],"conv":"1922399387805794660","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":20,"retweets":0,"replies":2,"quotes":0,"views":2328,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1922399387805794660","type":"tweet","issues":[]},"1907547914806718553":{"id":"1907547914806718553","date":"2025-04-02 21:37:18","author":"mediocrebuysideanalyst","handle":"volisdead","text":"$PDD -20% tomorrow?","hashtags":[],"conv":"1907547914806718553","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":0,"replies":2,"quotes":0,"views":1845,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1907547914806718553","type":"tweet","issues":[]},"2053970911137607977":{"id":"2053970911137607977","date":"2026-05-11 22:50:00","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Who is ripping $KWEB post market. Get some hobbies or buy $DRAM","hashtags":[],"conv":"2053970911137607977","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":2,"quotes":0,"views":1944,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2053970911137607977","type":"tweet","issues":[]},"1886460123171733855":{"id":"1886460123171733855","date":"2025-02-03 17:01:56","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Can someone pls tell me how to make money outside of listening in to trump’s calls with foreign leaders?","hashtags":[],"conv":"1886460123171733855","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":88,"retweets":0,"replies":10,"quotes":1,"views":22769,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1886460123171733855","type":"tweet","issues":[]},"1930956567915987240":{"id":"1930956567915987240","date":"2025-06-06 11:54:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Extremely long HSTECH again","hashtags":[],"conv":"1930956567915987240","reply_id":"","quote_id":"1931898411768254676","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":1,"quotes":1,"views":2341,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1930956567915987240","type":"quote","issues":[]},"1996999764672454767":{"id":"1996999764672454767","date":"2025-12-05 17:47:01","author":"mediocrebuysideanalyst","handle":"volisdead","text":"$AGX puke back to…. Last months level","hashtags":[],"conv":"1996999764672454767","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":0,"retweets":0,"replies":0,"quotes":0,"views":873,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1996999764672454767","type":"tweet","issues":[]},"1712886623262605767":{"id":"1712886623262605767","date":"2023-10-13 17:42:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@OffTheRunTrades I love more Chins and I cannot lie, man them other traders can’t deny","hashtags":[],"conv":"1712884379704300011","reply_id":"1712884379704300011","quote_id":"","retweet_id":"","reply_to":"OffTheRunTrades","likes":2,"retweets":0,"replies":0,"quotes":0,"views":213,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1712886623262605767","type":"reply","issues":[]},"2024685612692119794":{"id":"2024685612692119794","date":"2026-02-20 03:20:41","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Turns out that you could have just made your career being long knowledge atlas and minimax for 3 weeks","hashtags":[],"conv":"2024685612692119794","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":0,"quotes":1,"views":1622,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2024685612692119794","type":"tweet","issues":[]},"1932143084613345297":{"id":"1932143084613345297","date":"2025-06-09 18:29:43","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Gamma is such trash","hashtags":[],"conv":"1932143084613345297","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":0,"quotes":0,"views":905,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1932143084613345297","type":"tweet","issues":[]},"1849931794285498828":{"id":"1849931794285498828","date":"2024-10-25 21:51:24","author":"litquidity","handle":"litcapital","text":"RT @litcapital: Father is a VP at Goldman? Did you meet a 2 year old girl?","hashtags":[],"conv":"1849931794285498828","reply_id":"","quote_id":"","retweet_id":"1849657093092970971","reply_to":"","likes":0,"retweets":25,"replies":0,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/litcapital/status/1849931794285498828"},"1832429688796365106":{"id":"1832429688796365106","date":"2024-09-07 14:44:17","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@DannyDayan5 @ces921 @BobEUnlimited @dampedspring Stocks are up 14% year to date and yields down 70bps. Maybe they’re right in the future but 1 week of EQ price action isn’t a validation","hashtags":[],"conv":"1832078729654513932","reply_id":"1832078729654513932","quote_id":"","retweet_id":"","reply_to":"DannyDayan5","likes":4,"retweets":0,"replies":2,"quotes":0,"views":644,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1832429688796365106","type":"reply","issues":[]},"1977479065096331688":{"id":"1977479065096331688","date":"2025-10-12 20:58:43","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I really wanted Chinese for dinner but I guess I’m stuck eating tacos :(","hashtags":[],"conv":"1977479065096331688","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":1,"quotes":0,"views":1356,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1977479065096331688","type":"tweet","issues":[]},"1833241465620705572":{"id":"1833241465620705572","date":"2024-09-09 20:30:00","author":"mediocrebuysideanalyst","handle":"volisdead","text":"7200x tomorrow iron condor guy, you are my hero","hashtags":[],"conv":"1833241465620705572","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":1,"replies":2,"quotes":0,"views":1315,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1833241465620705572","type":"tweet","issues":[]},"1625977582670807067":{"id":"1625977582670807067","date":"2023-02-15 21:57:19","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@dampedspring @SqueezeMetrics Always has been. 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But had the market been fully open at 6am with single stock vol/spx options/ vix options all liquid we’d have seen a lot more fireworks","hashtags":[],"conv":"1821896825747730522","reply_id":"1821900254297342046","quote_id":"","retweet_id":"","reply_to":"sdav1986","likes":2,"retweets":0,"replies":1,"quotes":0,"views":275,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1821900848487919732","type":"reply","issues":["reply-parent unavailable"]},"2016294025695740102":{"id":"2016294025695740102","date":"2026-01-27 23:35:31","author":"mediocrebuysideanalyst","handle":"volisdead","text":"This is going to be a very big week","hashtags":[],"conv":"2016294025695740102","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":15,"retweets":1,"replies":1,"quotes":0,"views":1643,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2016294025695740102","type":"tweet","issues":[]},"1922272646038749353":{"id":"1922272646038749353","date":"2025-05-13 12:48:07","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Is there any line that says “we’re going to fuck you on fees” more than “democratizing finance”?","hashtags":[],"conv":"1922272646038749353","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":15,"retweets":0,"replies":1,"quotes":0,"views":950,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1922272646038749353","type":"tweet","issues":[]},"1866297098552926435":{"id":"1866297098552926435","date":"2024-12-10 01:41:17","author":"mediocrebuysideanalyst","handle":"volisdead","text":"How do you say rug pull in Chinese ?","hashtags":[],"conv":"1866297098552926435","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":21,"retweets":0,"replies":2,"quotes":0,"views":1937,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1866297098552926435","type":"tweet","issues":[]},"1947390705212834285":{"id":"1947390705212834285","date":"2025-07-21 20:18:19","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Taking my ball and going home for the next week. No strong macro trades on for me but long a bit of gold and a bit of es vs rty","hashtags":[],"conv":"1947390705212834285","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":0,"replies":1,"quotes":0,"views":1155,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1947390705212834285","type":"tweet","issues":[]},"1944818226652652014":{"id":"1944818226652652014","date":"2025-07-14 17:56:12","author":"waves","handle":"updowninwaves","text":"Stop what you are doing and pay attention to this massive $989MM options flow on SPX. We rarely see such big premium in a single trade. I have no idea which way it will go even though UW has market it as bearish.","hashtags":[],"conv":"1944818226652652014","reply_id":"","quote_id":"1944846350254047610","retweet_id":"","reply_to":"","likes":89,"retweets":6,"replies":9,"quotes":6,"views":74974,"bookmarks":41,"media":["1944818226652652014_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/updowninwaves/status/1944818226652652014"},"1810510739792134266":{"id":"1810510739792134266","date":"2024-07-09 03:06:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@nope_its_lily Reading this does it not make you want to be long NVDA/short Mag7 ex NVDA?","hashtags":[],"conv":"1810482237676396917","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":0,"retweets":0,"replies":0,"quotes":0,"views":226,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1810510739792134266","type":"tweet","issues":[]},"1739015219861463135":{"id":"1739015219861463135","date":"2023-12-24 20:08:32","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@cam_perrault Don't like DCP personally, but to that list I'd add Bar GOTO, Brandy Library, Tomi Jazz (impossible to get in on weekends), Wildcard Bar, and if you like Japanese whiskey, Bar Nakaji.","hashtags":[],"conv":"1739014093699244145","reply_id":"1739014093699244145","quote_id":"","retweet_id":"","reply_to":"camlperr","likes":1,"retweets":0,"replies":1,"quotes":0,"views":333,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1739015219861463135","type":"reply","issues":[]},"1913223801736778111":{"id":"1913223801736778111","date":"2025-04-18 13:31:14","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I think H6 expiry wingy curve cap is my trade/punt","hashtags":[],"conv":"1912981868292784349","reply_id":"1912981868292784349","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":1,"retweets":0,"replies":0,"quotes":0,"views":582,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1913223801736778111","type":"reply","issues":[]},"1905362987109540117":{"id":"1905362987109540117","date":"2025-03-27 20:55:10","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Fun fact for today, if you invested in MS’s broad AI index 1y ago you have -4.7% of alpha vs the S&P.","hashtags":[],"conv":"1905362987109540117","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":0,"quotes":0,"views":1014,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1905362987109540117","type":"tweet","issues":[]},"1820932376677044578":{"id":"1820932376677044578","date":"2024-08-06 21:18:04","author":"mediocrebuysideanalyst","handle":"volisdead","text":"honestly scariest thing about today's market is @BankofVol saying he switched 70/30 at EOD.","hashtags":[],"conv":"1820932376677044578","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":0,"quotes":0,"views":954,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1820932376677044578","type":"tweet","issues":[]},"1768235642050220046":{"id":"1768235642050220046","date":"2024-03-14 11:20:03","author":"mediocrebuysideanalyst","handle":"volisdead","text":"In the macro equities space, a trade that has gone a bit under the radar that I’m absolutely in love with from a structural perspective is Long Korea. 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If you were an international student here on F1 for undergrad/grad school the path to staying is typically F1->OPT-> H1B->GC with a lot of hoops.","hashtags":[],"conv":"1872460744576680206","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":36,"retweets":2,"replies":3,"quotes":0,"views":5392,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1872460744576680206","type":"tweet","issues":[]},"1961617996419383655":{"id":"1961617996419383655","date":"2025-08-30 02:32:30","author":"mediocrebuysideanalyst","handle":"volisdead","text":"- Brazil 🇧🇷 worth noticing. Been a long time since we’ve seen so much bullish equity flow. Value trap? Or 2026 macro dream trade with a rightward political shift. When 100s of thousands of lots in bullish structures have traded in the last week worth a look","hashtags":[],"conv":"1961615000214065474","reply_id":"1961616505675608218","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":12,"retweets":0,"replies":0,"quotes":0,"views":613,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1961617996419383655","type":"reply","issues":[]},"1841964367065317542":{"id":"1841964367065317542","date":"2024-10-03 22:11:41","author":"mediocrebuysideanalyst","handle":"volisdead","text":"To be clear, China 🇨🇳 is not closed","hashtags":[],"conv":"1841964206263869774","reply_id":"1841964206263869774","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":4,"retweets":0,"replies":0,"quotes":0,"views":459,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1841964367065317542","type":"reply","issues":[]},"1865173103522816238":{"id":"1865173103522816238","date":"2024-12-06 23:14:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"let's play the game of how many minutes late my wife is ready to go to her own company's holiday party.\n\nCurrently sitting on the couch 15 minutes after start. 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Was in a lot of steepening risk in vol that was crushed in the sell off and didn’t really own as much gamma as I should have.","hashtags":[],"conv":"1776004841615061364","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":38,"retweets":0,"replies":3,"quotes":0,"views":8150,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1776004841615061364","type":"tweet","issues":[]},"2016908749806440827":{"id":"2016908749806440827","date":"2026-01-29 16:18:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"RT @volisdead: This is going to be a very big week","hashtags":[],"conv":"2016908749806440827","reply_id":"","quote_id":"","retweet_id":"2016294025695740102","reply_to":"","likes":0,"retweets":1,"replies":0,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2016908749806440827","type":"retweet","issues":[]},"1988630705811665140":{"id":"1988630705811665140","date":"2025-11-12 15:31:21","author":"mediocrebuysideanalyst","handle":"volisdead","text":"With a 3m look forward view to that claim","hashtags":[],"conv":"1988626748657762395","reply_id":"1988630165421789586","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":7,"retweets":0,"replies":1,"quotes":0,"views":790,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1988630705811665140","type":"reply","issues":[]},"1922658678651429296":{"id":"1922658678651429296","date":"2025-05-14 14:22:04","author":"mediocrebuysideanalyst","handle":"volisdead","text":"$KVYO opening down on a CEO who has never sold a share selling a tiny portion of his holdings to buy a house seems silly","hashtags":[],"conv":"1922658678651429296","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":2,"quotes":0,"views":1247,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1922658678651429296","type":"tweet","issues":[]},"1715340245384774127":{"id":"1715340245384774127","date":"2023-10-20 12:12:38","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@RJRCapital Also being paid 5% to wait doesn’t hurt","hashtags":[],"conv":"1715338088623243725","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1,"retweets":0,"replies":0,"quotes":0,"views":97,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1715340245384774127","type":"tweet","issues":[]},"2059452303988375858":{"id":"2059452303988375858","date":"2026-05-27 01:51:06","author":"mediocrebuysideanalyst","handle":"volisdead","text":"At what point will someone start making an openAI bull case on the fact that their $AMD warrants are now worth a shtton of money","hashtags":[],"conv":"2059452303988375858","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":34,"retweets":0,"replies":5,"quotes":0,"views":6209,"bookmarks":6,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2059452303988375858","type":"tweet","issues":[]},"1916924562383769696":{"id":"1916924562383769696","date":"2025-04-28 18:36:45","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@eliant_capital","hashtags":[],"conv":"1916924557593874869","reply_id":"1916924557593874869","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":1,"retweets":0,"replies":1,"quotes":0,"views":494,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1916924562383769696","type":"reply","issues":[]},"1735399805139214470":{"id":"1735399805139214470","date":"2023-12-14 20:42:10","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Citrini7 Dude you never miss. 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Pull forward.","hashtags":[],"conv":"2051350038568398978","reply_id":"","quote_id":"2051357347092512807","retweet_id":"","reply_to":"","likes":145,"retweets":2,"replies":4,"quotes":3,"views":56920,"bookmarks":99,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/dalibali2/status/2051350038568398978"},"1770283714477461870":{"id":"1770283714477461870","date":"2024-03-20 02:58:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@TheRealDanSaedi I was hedging futures for exo risk at every market close working 24 hr days. 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It used to be a real continent","hashtags":[],"conv":"1906825055037997443","reply_id":"1906825055037997443","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":10,"retweets":0,"replies":1,"quotes":0,"views":967,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1906825440402059572","type":"reply","issues":[]},"2067373733451636752":{"id":"2067373733451636752","date":"2026-06-17 22:28:02","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Someone wake up some of the high profile hedge fund managers on here. The hyperscalers (best businesses in America as quoted by one of them) are continuing to get cheaper!","hashtags":[],"conv":"2067373733451636752","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":19,"retweets":1,"replies":2,"quotes":0,"views":6503,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2067373733451636752","type":"tweet","issues":[]},"1843250942189465953":{"id":"1843250942189465953","date":"2024-10-07 11:24:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Meh, rates sold off more than I thought, at least China still rallying","hashtags":[],"conv":"1842315321778360598","reply_id":"1842315321778360598","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":2,"retweets":0,"replies":0,"quotes":0,"views":461,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1843250942189465953","type":"reply","issues":[]},"2025972572957888752":{"id":"2025972572957888752","date":"2026-02-23 16:34:36","author":"mediocrebuysideanalyst","handle":"volisdead","text":"JFC Citrini is going to make more money than god off this article. Every single dealer chat is flagging Citrini as the source of the moves today. 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Deriskers on Thursday/Friday in fringe AI probably hurling into a trash can next to their desks. Season of the witch 🧙","hashtags":[],"conv":"1993084900262793438","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1,"retweets":0,"replies":0,"quotes":0,"views":673,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1993084900262793438","type":"tweet","issues":[]},"1882928617132556749":{"id":"1882928617132556749","date":"2025-01-24 23:09:00","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Lots of complaining on DeepSeek price action today (NVDA/SMH down). Seems like it tells you where length is still in equities markets?\n\nI don’t know if the story is real or bogus, but the market repositioning tells you where the pain trade is innit?","hashtags":[],"conv":"1882928617132556749","reply_id":"","quote_id":"1883675235171680551","retweet_id":"","reply_to":"","likes":46,"retweets":0,"replies":4,"quotes":1,"views":18223,"bookmarks":8,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1882928617132556749","type":"quote","issues":[]},"1998949606185697702":{"id":"1998949606185697702","date":"2025-12-11 02:54:59","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Oracle said they are spending more for less revenue in the next 6mo. 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It’s quite different. It’s pushing to your risk limit on a strategy that you think has a 1-1.5 sharpe even though it feels gross.","hashtags":[],"conv":"1888329003225776395","reply_id":"1888329003225776395","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":29,"retweets":0,"replies":2,"quotes":0,"views":1696,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1888668623360659476","type":"reply","issues":[]},"1771253424392179734":{"id":"1771253424392179734","date":"2024-03-22 19:11:39","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Today was really a 2017 like day","hashtags":[],"conv":"1771253424392179734","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":1,"quotes":0,"views":1241,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1771253424392179734","type":"tweet","issues":[]},"1699074314530930785":{"id":"1699074314530930785","date":"2023-09-05 14:57:38","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Stocks rallying on GDPNow rolling over is pretty hilarious","hashtags":[],"conv":"1699074314530930785","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":0,"quotes":1,"views":1111,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1699074314530930785","type":"tweet","issues":[]},"1892055723233640709":{"id":"1892055723233640709","date":"2025-02-19 03:36:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Korea breaking out here- buy everything with sub 12 fwd PE for a macro catchup trade?","hashtags":[],"conv":"1892055723233640709","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":36,"retweets":1,"replies":5,"quotes":0,"views":7558,"bookmarks":6,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1892055723233640709","type":"tweet","issues":[]},"1921749561774658024":{"id":"1921749561774658024","date":"2025-05-12 02:09:34","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Everyone - \"skate to where the puck is going\" re tariffs....\n\nThe puck...","hashtags":[],"conv":"1921749561774658024","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":0,"quotes":0,"views":1089,"bookmarks":1,"media":["1921749561774658024_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1921749561774658024","type":"tweet","issues":[]},"1850619869781213196":{"id":"1850619869781213196","date":"2024-10-27 19:25:34","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Japan election outcome looks destabilizing. 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He serves at the pleasure of the military. Bring enough economic pain to China and see millions unemployed and he’ll be in prison - or physically gone - in the blink of an eye. And he knows this well.","hashtags":[],"conv":"1916088788557742186","reply_id":"1916088788557742186","quote_id":"1939327214828269721","retweet_id":"","reply_to":"BillAckman","likes":17,"retweets":0,"replies":2,"quotes":3,"views":14544,"bookmarks":4,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/partners_road/status/1916168516643836153"},"1873362849021776073":{"id":"1873362849021776073","date":"2024-12-29 13:38:03","author":"mediocrebuysideanalyst","handle":"volisdead","text":"If you’re a guy in your late 20s buy vix futures, go into debt if you have to","hashtags":[],"conv":"1873362849021776073","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":34,"retweets":0,"replies":1,"quotes":0,"views":3463,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1873362849021776073","type":"tweet","issues":[]},"1870330019886837802":{"id":"1870330019886837802","date":"2024-12-21 04:46:40","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I’m not a retail trader but this is good advice for anyone. You don’t have edge trading 5 ES Points. Understand the time frame for your edge before trading.","hashtags":[],"conv":"1870330019886837802","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":25,"retweets":1,"replies":0,"quotes":0,"views":4095,"bookmarks":5,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1870330019886837802","type":"tweet","issues":[]},"1960159022838948037":{"id":"1960159022838948037","date":"2025-08-26 01:55:03","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Idk if America is trying to look like China kinda feels like you should be long more China?","hashtags":[],"conv":"1960159022838948037","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":17,"retweets":0,"replies":3,"quotes":0,"views":1486,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1960159022838948037","type":"tweet","issues":[]},"1775524872539471913":{"id":"1775524872539471913","date":"2024-04-03 14:04:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"You bought right? Right?","hashtags":[],"conv":"1775517401116774781","reply_id":"1775517401116774781","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":2,"retweets":0,"replies":0,"quotes":0,"views":448,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1775524872539471913","type":"reply","issues":[]},"1995968067474804833":{"id":"1995968067474804833","date":"2025-12-02 21:27:25","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Interesting thread. At first I thought he was describing the man with the tree as Jensen which makes me quite concerned about my own cognitive biases","hashtags":[],"conv":"1995968067474804833","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":1981,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1995968067474804833","type":"tweet","issues":[]},"1852429746677920230":{"id":"1852429746677920230","date":"2024-11-01 19:17:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Can someone explain to me why SFRH5 is cheaper on the day?","hashtags":[],"conv":"1852429746677920230","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":790,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1852429746677920230","type":"tweet","issues":[]},"2016973457204933045":{"id":"2016973457204933045","date":"2026-01-29 20:35:20","author":"Renny","handle":"rennyzucker","text":"Jassy is so clearly the OAI baggy it just hit me","hashtags":[],"conv":"2016973457204933045","reply_id":"","quote_id":"2017004404663071131","retweet_id":"","reply_to":"","likes":138,"retweets":1,"replies":6,"quotes":1,"views":27347,"bookmarks":13,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/rennyzucker/status/2016973457204933045"},"2049618692539810039":{"id":"2049618692539810039","date":"2026-04-29 22:35:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"If these hypers moves hold gonna feel a lot like 2025 innit","hashtags":[],"conv":"2049618692539810039","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":1,"quotes":0,"views":2280,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2049618692539810039","type":"tweet","issues":[]},"1813953188544069924":{"id":"1813953188544069924","date":"2024-07-18 15:05:16","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@bucketshopcap If it happened at my UES coop I’m pretty sure our doorman would shoot him","hashtags":[],"conv":"1813941419159298529","reply_id":"1813941419159298529","quote_id":"","retweet_id":"","reply_to":"bucketshopcap","likes":4,"retweets":0,"replies":0,"quotes":0,"views":443,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1813953188544069924","type":"reply","issues":[]},"1944937974296404413":{"id":"1944937974296404413","date":"2025-07-15 01:52:02","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I mean, $180 should trade tomorrow if this is real ($NVDA indicating it is)","hashtags":[],"conv":"1944935543407595961","reply_id":"1944935543407595961","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":8,"retweets":0,"replies":2,"quotes":0,"views":1233,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1944937974296404413","type":"reply","issues":[]},"2058947361154773029":{"id":"2058947361154773029","date":"2026-05-25 16:24:38","author":"Delicious Tacos","handle":"Delicious_Tacos","text":"“It’s my honor to announce that the true pope is working with us from Avignon”","hashtags":[],"conv":"2058947361154773029","reply_id":"","quote_id":"2059003511522615753","retweet_id":"","reply_to":"","likes":11640,"retweets":949,"replies":61,"quotes":73,"views":406014,"bookmarks":649,"media":["2058947361154773029_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/Delicious_Tacos/status/2058947361154773029"},"2001060479456723125":{"id":"2001060479456723125","date":"2025-12-16 22:42:50","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Bear market until proven innocent","hashtags":[],"conv":"2001060479456723125","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":0,"quotes":1,"views":1376,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2001060479456723125","type":"tweet","issues":[]},"1768100479429390622":{"id":"1768100479429390622","date":"2024-03-14 02:22:58","author":"mediocrebuysideanalyst","handle":"volisdead","text":"8) I like paying too much for hedges that help me sleep\n\n9) having folks around you to discuss risk/just speak about your space is invaluable\n\n10) but with respect to 9, just trade your trade, don’t try to do something because someone else is","hashtags":[],"conv":"1768099542296109153","reply_id":"1768100011642933401","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":46,"retweets":0,"replies":2,"quotes":0,"views":3036,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1768100479429390622","type":"reply","issues":[]},"1875192146111926553":{"id":"1875192146111926553","date":"2025-01-03 14:47:01","author":"mediocrebuysideanalyst","handle":"volisdead","text":"RT @volisdead: Are we really going to do a stupid sell off again making 2025’s best performing alpha long AI again ?","hashtags":[],"conv":"1875192146111926553","reply_id":"","quote_id":"","retweet_id":"1866158459936227399","reply_to":"","likes":0,"retweets":1,"replies":0,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1875192146111926553","type":"retweet","issues":[]},"2036192292248154460":{"id":"2036192292248154460","date":"2026-03-23 21:24:07","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Know when u have edge and know when u don’t","hashtags":[],"conv":"2036192292248154460","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":20,"retweets":0,"replies":1,"quotes":0,"views":1504,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2036192292248154460","type":"tweet","issues":[]},"2056477379413901428":{"id":"2056477379413901428","date":"2026-05-18 20:49:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Feels like a gin martini and butter 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Can’t be fun sleeping hoping stuff blows up. Lots of admiration for sticking with that craft.","hashtags":[],"conv":"1709946106870923322","reply_id":"1709946106870923322","quote_id":"","retweet_id":"","reply_to":"Ksidiii","likes":4,"retweets":0,"replies":1,"quotes":0,"views":1733,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1709947566782349596","type":"reply","issues":[]},"1922030822040784933":{"id":"1922030822040784933","date":"2025-05-12 20:47:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Pain trade is higher (after 20% rally) :/","hashtags":[],"conv":"1922030822040784933","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":17,"retweets":0,"replies":1,"quotes":0,"views":1428,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1922030822040784933","type":"tweet","issues":[]},"1934290192636002554":{"id":"1934290192636002554","date":"2025-06-15 16:41:33","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Anyone with good recs for a performance coach/career coach in NY?","hashtags":[],"conv":"1934290192636002554","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":0,"quotes":0,"views":1050,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1934290192636002554","type":"tweet","issues":[]},"1968011578328129632":{"id":"1968011578328129632","date":"2025-09-16 17:58:18","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Today the market feels like is very specifically attacking my book","hashtags":[],"conv":"1968011578328129632","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":0,"replies":4,"quotes":0,"views":2299,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1968011578328129632","type":"tweet","issues":[]},"1939334184046362678":{"id":"1939334184046362678","date":"2025-06-29 14:44:35","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@sdav1986 Worst trades:\n1) Chasing front end rate cuts trade in May/June\n2) Long dividends into liberation day \n3) Anytime I try to trade crude vol","hashtags":[],"conv":"1939333126003871756","reply_id":"1939333827522089342","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":6,"retweets":0,"replies":0,"quotes":0,"views":651,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1939334184046362678","type":"reply","issues":[]},"1948706289141309486":{"id":"1948706289141309486","date":"2025-07-25 11:25:59","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Mini trade, target 5% drawdown","hashtags":[],"conv":"1948705954712744351","reply_id":"1948705954712744351","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":4,"retweets":0,"replies":1,"quotes":0,"views":535,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1948706289141309486","type":"reply","issues":[]},"1920842847525163193":{"id":"1920842847525163193","date":"2025-05-09 14:06:37","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I thought I owned the fastest horses, turns out I owned donkeys","hashtags":[],"conv":"1920842847525163193","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":3,"quotes":0,"views":1419,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1920842847525163193","type":"tweet","issues":[]},"1919499051688423867":{"id":"1919499051688423867","date":"2025-05-05 21:06:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Probably bullish $HIMS","hashtags":[],"conv":"1919498851452346747","reply_id":"1919498851452346747","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":7,"retweets":0,"replies":1,"quotes":0,"views":522,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1919499051688423867","type":"reply","issues":[]},"2038750292154478909":{"id":"2038750292154478909","date":"2026-03-30 22:48:42","author":"Brian Coughlin","handle":"EquityBrian","text":"US still overvalued heading into what could be a recession.\n\nChinese tech is cheap, growing, and nobody owns it.\n\nSo what’s the argument that China doesn’t work from here?","hashtags":[],"conv":"2038750292154478909","reply_id":"","quote_id":"2038791161033236504","retweet_id":"","reply_to":"","likes":39,"retweets":1,"replies":14,"quotes":1,"views":7512,"bookmarks":3,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/EquityBrian/status/2038750292154478909"},"1858993200503157077":{"id":"1858993200503157077","date":"2024-11-19 21:58:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Strong bid to UX today very odd given realized corr low in singles. Generally still of the view the best trade in EQ vol is short 6k YE straddles. \n\nThis sht gets bid everytime we’re down 1pct.","hashtags":[],"conv":"1858993200503157077","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":1,"quotes":0,"views":1037,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1858993200503157077","type":"tweet","issues":[]},"1942563463936491911":{"id":"1942563463936491911","date":"2025-07-08 12:36:35","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Imagine owning a bond","hashtags":[],"conv":"1942563463936491911","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":0,"quotes":0,"views":562,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1942563463936491911","type":"tweet","issues":[]},"2034232073821487291":{"id":"2034232073821487291","date":"2026-03-18 11:34:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I love that the hack for trading GTC now for semis pod bros was sell day of and buy the opening print after #alpha","hashtags":["alpha"],"conv":"2034232073821487291","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":0,"quotes":0,"views":1059,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2034232073821487291","type":"tweet","issues":[]},"1828091749484703750":{"id":"1828091749484703750","date":"2024-08-26 15:26:52","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Pour one out for the boys long $PDD","hashtags":[],"conv":"1828091749484703750","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":670,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1828091749484703750","type":"tweet","issues":[]},"2058297613028384880":{"id":"2058297613028384880","date":"2026-05-23 21:22:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@ChillTrades Ha it would be hilarious if the trade out of this was arm +50 again","hashtags":[],"conv":"2058293624555643116","reply_id":"2058295021191782888","quote_id":"2061422731074195950","retweet_id":"","reply_to":"ChillTrades","likes":11,"retweets":0,"replies":0,"quotes":1,"views":2799,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2058297613028384880","type":"quote","issues":["reply-parent unavailable"]},"2050343098102759880":{"id":"2050343098102759880","date":"2026-05-01 22:34:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Meta upside is cheap- 660/720 \nJune 1x2 < 1% can’t say no to that","hashtags":[],"conv":"2050343098102759880","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":32,"retweets":1,"replies":3,"quotes":0,"views":6531,"bookmarks":21,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2050343098102759880","type":"tweet","issues":[]},"1899636958319763563":{"id":"1899636958319763563","date":"2025-03-12 01:41:59","author":"mediocrebuysideanalyst","handle":"volisdead","text":"It’s funny how market commentary immediately seems way dumber when I stop looking at screens for a few days.","hashtags":[],"conv":"1899636958319763563","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":0,"replies":0,"quotes":0,"views":1553,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1899636958319763563","type":"tweet","issues":[]},"1843496644475859177":{"id":"1843496644475859177","date":"2024-10-08 03:40:25","author":"Cathy Yuan Zhang","handle":"CathyYuanZhang","text":"RT @CathyYuanZhang: Disappointed at state planner NDRC's press conference this morning. Nothing new, nothing exciting ...","hashtags":[],"conv":"1843496644475859177","reply_id":"","quote_id":"","retweet_id":"1843487915281920136","reply_to":"","likes":0,"retweets":24,"replies":0,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/CathyYuanZhang/status/1843496644475859177"},"1710272100533993737":{"id":"1710272100533993737","date":"2023-10-06 12:33:38","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@WaterworldCapi1 Damn people and their jobs","hashtags":[],"conv":"1710271942803009588","reply_id":"1710271942803009588","quote_id":"","retweet_id":"","reply_to":"WaterworldCapi1","likes":2,"retweets":0,"replies":0,"quotes":0,"views":128,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1710272100533993737","type":"reply","issues":[]},"1800249836304031885":{"id":"1800249836304031885","date":"2024-06-10 19:33:02","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Citrini7 @notquite Owned by a founder of LTCM","hashtags":[],"conv":"1800249558779531689","reply_id":"1800249558779531689","quote_id":"","retweet_id":"","reply_to":"citrini","likes":2,"retweets":0,"replies":0,"quotes":0,"views":369,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1800249836304031885","type":"reply","issues":[]},"1851671985941573730":{"id":"1851671985941573730","date":"2024-10-30 17:06:18","author":"mediocrebuysideanalyst","handle":"volisdead","text":"this has been a pretty frustrating month, made worse by the amount of  recruiters reaching out to my personal cell they somehow acquired","hashtags":[],"conv":"1851671985941573730","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":11,"retweets":0,"replies":1,"quotes":0,"views":1625,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1851671985941573730","type":"tweet","issues":[]},"1803105029232144742":{"id":"1803105029232144742","date":"2024-06-18 16:38:33","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@macrocephalopod is the dispersion trade in the room with you now?","hashtags":[],"conv":"1802965578681860130","reply_id":"1802965578681860130","quote_id":"","retweet_id":"","reply_to":"macrocephalopod","likes":3,"retweets":0,"replies":1,"quotes":0,"views":409,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1803105029232144742","type":"reply","issues":[]},"1925586910589661561":{"id":"1925586910589661561","date":"2025-05-22 16:17:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"BANG! Broken clock baby","hashtags":[],"conv":"1925537038054326694","reply_id":"1925537038054326694","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":0,"retweets":0,"replies":0,"quotes":0,"views":496,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1925586910589661561","type":"reply","issues":[]},"2049221838044008702":{"id":"2049221838044008702","date":"2026-04-28 20:18:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Story of earnings. Semis/BTM power fucking print, every thing else doesn’t.","hashtags":[],"conv":"2049221838044008702","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":170,"retweets":8,"replies":5,"quotes":0,"views":38795,"bookmarks":26,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2049221838044008702","type":"tweet","issues":[]},"1802149235468423540":{"id":"1802149235468423540","date":"2024-06-16 01:20:34","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@dampedspring No chance. No one runs theta neutral, vega neutral at worst and this is not a strategy that is stopped out of. It's going to be a slow bleed out if we see a realized corr pickup, rather than an \"evacuate the dancefloor\" moment.","hashtags":[],"conv":"1802072086023647614","reply_id":"1802072086023647614","quote_id":"","retweet_id":"","reply_to":"dampedspring","likes":14,"retweets":1,"replies":2,"quotes":1,"views":2976,"bookmarks":5,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1802149235468423540","type":"reply","issues":[]},"1933125190218649601":{"id":"1933125190218649601","date":"2025-06-12 11:32:15","author":"mediocrebuysideanalyst","handle":"volisdead","text":"1-2m Vega positioning is quite offsides imo, relative to everyone owning a good amount of gamma","hashtags":[],"conv":"1933125044328345822","reply_id":"1933125044328345822","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":4,"retweets":0,"replies":0,"quotes":0,"views":569,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1933125190218649601","type":"reply","issues":[]},"1938358948870164873":{"id":"1938358948870164873","date":"2025-06-26 22:09:21","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Sucks if we go 1-2% lower","hashtags":[],"conv":"1938352569920983154","reply_id":"1938358742153875715","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":1,"retweets":0,"replies":0,"quotes":0,"views":395,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1938358948870164873","type":"reply","issues":[]},"1938392302508011873":{"id":"1938392302508011873","date":"2025-06-27 00:21:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Closed all long ES vs VG. Fun counter trend trade","hashtags":[],"conv":"1938392302508011873","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":3,"quotes":0,"views":1309,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1938392302508011873","type":"tweet","issues":[]},"1794073369945502146":{"id":"1794073369945502146","date":"2024-05-24 18:29:58","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@MarkGutman9 I mean. Ask for their intramonth PL during SVB and Covid. Should tell you a lot","hashtags":[],"conv":"1794067528655794637","reply_id":"1794067528655794637","quote_id":"","retweet_id":"","reply_to":"MarkGutman9","likes":9,"retweets":0,"replies":2,"quotes":0,"views":4572,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1794073369945502146","type":"reply","issues":[]},"1901998486125523213":{"id":"1901998486125523213","date":"2025-03-18 14:05:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"guess kenny G did get his momo exit liquidity","hashtags":[],"conv":"1901998486125523213","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":0,"quotes":0,"views":1906,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1901998486125523213","type":"tweet","issues":[]},"2054693712848978118":{"id":"2054693712848978118","date":"2026-05-13 22:42:10","author":"mediocrebuysideanalyst","handle":"volisdead","text":"$KWEB post market guy is back with a vengeance","hashtags":[],"conv":"2054693712848978118","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":3,"quotes":0,"views":2284,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2054693712848978118","type":"tweet","issues":[]},"1907805630544355511":{"id":"1907805630544355511","date":"2025-04-03 14:41:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Short calendars materially underperforming","hashtags":[],"conv":"1907805630544355511","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":1,"quotes":0,"views":955,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1907805630544355511","type":"tweet","issues":[]},"1944954216830677477":{"id":"1944954216830677477","date":"2025-07-15 02:56:35","author":"mediocrebuysideanalyst","handle":"volisdead","text":"lol that China tech stocks still can’t stage a real rally","hashtags":[],"conv":"1944954216830677477","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":0,"quotes":0,"views":849,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1944954216830677477","type":"tweet","issues":[]},"1712894389679198289":{"id":"1712894389679198289","date":"2023-10-13 18:13:41","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@nope_its_lily Fair enough. I know I would have a tough time getting my risk guy to not freak out on me. Admittedly I was short vix futures too early during Covid so I might have some scars","hashtags":[],"conv":"1712888784109686888","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":1,"quotes":0,"views":215,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1712894389679198289","type":"tweet","issues":[]},"1932211628944044107":{"id":"1932211628944044107","date":"2025-06-09 23:02:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I just caught up on this trump put 1k in each kid’s name in stocks born over the next 5y. How many parents are gonna borrow against this account? I’d guess > 10%?","hashtags":[],"conv":"1932211628944044107","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":1,"quotes":0,"views":1338,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1932211628944044107","type":"tweet","issues":[]},"1888329003225776395":{"id":"1888329003225776395","date":"2025-02-08 20:48:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"In this spirit. The number one mistake for younger investors (including myself) is not taking enough risk. The megafirms tend to know this and force you to use your VaR (and/or only hire people who don’t care about 1 or 2mm variance in their bonus). Smaller firms struggle.","hashtags":[],"conv":"1888329003225776395","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":187,"retweets":0,"replies":13,"quotes":1,"views":42539,"bookmarks":63,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1888329003225776395","type":"tweet","issues":[]},"1950996630997536769":{"id":"1950996630997536769","date":"2025-07-31 19:06:59","author":"mediocrebuysideanalyst","handle":"volisdead","text":"May or may not have burnt a lot of capital buying upside today","hashtags":[],"conv":"1950996630997536769","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":3,"quotes":0,"views":1436,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1950996630997536769","type":"tweet","issues":[]},"1699709465849946297":{"id":"1699709465849946297","date":"2023-09-07 09:01:30","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@AnyonCurve I hope you’re right but I am not sure","hashtags":[],"conv":"1699704074034110693","reply_id":"1699704074034110693","quote_id":"","retweet_id":"","reply_to":"AnyonCurve","likes":2,"retweets":0,"replies":2,"quotes":0,"views":72,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1699709465849946297","type":"reply","issues":[]},"1924862977523462475":{"id":"1924862977523462475","date":"2025-05-20 16:21:10","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I guess I should have rotated to quantum shitcos","hashtags":[],"conv":"1924578978716692814","reply_id":"1924578978716692814","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":5,"retweets":0,"replies":0,"quotes":0,"views":484,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1924862977523462475","type":"reply","issues":[]},"1820579246185853336":{"id":"1820579246185853336","date":"2024-08-05 21:54:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@nope_its_lily vol market is the wrong way, particular in the vix complex. We need someone with capital to either step in and fade (in decent size) or unwinds to come from longs. 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So many guys losing shirts in that trade","hashtags":[],"conv":"1831866567208137181","reply_id":"1831867085171147034","quote_id":"","retweet_id":"","reply_to":"eliant_capital","likes":3,"retweets":0,"replies":3,"quotes":1,"views":39036,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1831867938644877475","type":"reply","issues":["reply-parent unavailable"]},"2056504574513480187":{"id":"2056504574513480187","date":"2026-05-18 22:37:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Real kings would’ve sold him Codes","hashtags":[],"conv":"2056504574513480187","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":0,"quotes":0,"views":2700,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2056504574513480187","type":"tweet","issues":[]},"1966184825473339657":{"id":"1966184825473339657","date":"2025-09-11 16:59:26","author":"mediocrebuysideanalyst","handle":"volisdead","text":"DeepSeek 2.0 ongoing?","hashtags":[],"conv":"1966184825473339657","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":2,"quotes":0,"views":2622,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1966184825473339657","type":"tweet","issues":[]},"1875563107105567152":{"id":"1875563107105567152","date":"2025-01-04 15:21:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I mean the real answer is - until people lose their jobs.","hashtags":[],"conv":"1875552776929038839","reply_id":"1875552776929038839","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":5,"retweets":0,"replies":0,"quotes":0,"views":1097,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1875563107105567152","type":"reply","issues":[]},"2058015252852220161":{"id":"2058015252852220161","date":"2026-05-23 02:40:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Will there ever be another America again?","hashtags":[],"conv":"2058015252852220161","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":2,"quotes":0,"views":961,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2058015252852220161","type":"tweet","issues":[]},"1865245452607648023":{"id":"1865245452607648023","date":"2024-12-07 04:02:25","author":"mediocrebuysideanalyst","handle":"volisdead","text":"45 settle not bad!","hashtags":[],"conv":"1865173103522816238","reply_id":"1865173103522816238","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":2,"retweets":0,"replies":0,"quotes":0,"views":849,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1865245452607648023","type":"reply","issues":[]},"1848854761937707022":{"id":"1848854761937707022","date":"2024-10-22 22:31:39","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The music is still playing","hashtags":[],"conv":"1848854761937707022","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":17,"retweets":0,"replies":2,"quotes":1,"views":2559,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1848854761937707022","type":"tweet","issues":[]},"1911554426357104911":{"id":"1911554426357104911","date":"2025-04-13 22:57:44","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Futures liquidity will not return until 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moved (napped from 9:30-2:30)","hashtags":[],"conv":"1707101881565090100","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":0,"quotes":0,"views":77,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1707101881565090100","type":"tweet","issues":[]},"1967685692949139705":{"id":"1967685692949139705","date":"2025-09-15 20:23:21","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Prescient advice @sdav1986 to not be short sep or oct vix","hashtags":[],"conv":"1967685692949139705","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":1,"quotes":1,"views":2537,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1967685692949139705","type":"tweet","issues":[]},"2037565205056553169":{"id":"2037565205056553169","date":"2026-03-27 16:19:35","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Interesting that the bill ackman portfolio keeps trading extremely negative rel market.","hashtags":[],"conv":"2037565205056553169","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":0,"quotes":0,"views":1089,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2037565205056553169","type":"tweet","issues":[]},"1895471915432878438":{"id":"1895471915432878438","date":"2025-02-28 13:51:35","author":"mediocrebuysideanalyst","handle":"volisdead","text":"","hashtags":[],"conv":"1895251043526811854","reply_id":"1895251043526811854","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":9,"retweets":0,"replies":1,"quotes":0,"views":1167,"bookmarks":0,"media":["1895471915432878438_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1895471915432878438","type":"reply","issues":[]},"1906786580427403525":{"id":"1906786580427403525","date":"2025-03-31 19:12:01","author":"mediocrebuysideanalyst","handle":"volisdead","text":"May be wrong (have been a lot in the last week) but have some stuff pointing that way from flow data I like","hashtags":[],"conv":"1906780449965273453","reply_id":"1906780449965273453","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":5,"retweets":0,"replies":1,"quotes":0,"views":1141,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1906786580427403525","type":"reply","issues":[]},"2049946896190374107":{"id":"2049946896190374107","date":"2026-04-30 20:20:00","author":"ً","handle":"solo_levelingx","text":"This guy is just a midwit that went long on the fraud AI bubble with assumptions that will prove to have made no sense in the future\n\nEssentially he's wrong and just retarded enough to get 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I remember first thinking about it in June and thinking “it’s played out already” with LLY and NVO. To catch the AI and GLP themes is true impressive generalist equity trading","hashtags":[],"conv":"1712556949412381130","reply_id":"1712644351208071511","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":2,"retweets":0,"replies":1,"quotes":0,"views":151,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1712644861923332219","type":"reply","issues":[]},"2032559310329274401":{"id":"2032559310329274401","date":"2026-03-13 20:47:57","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Think the max pain for professional investors on Monday is no taco and stocks -50bps","hashtags":[],"conv":"2032559310329274401","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":177,"retweets":1,"replies":9,"quotes":1,"views":29230,"bookmarks":8,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2032559310329274401","type":"tweet","issues":[]},"2007483116127171002":{"id":"2007483116127171002","date":"2026-01-03 16:04:06","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I was curious why energy stocks were so well bid on Friday with crude lower. 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Ive been shooting blanks this week.","hashtags":[],"conv":"1917340590561452381","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":2,"quotes":0,"views":1478,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1917340590561452381","type":"tweet","issues":[]},"1977822344245862731":{"id":"1977822344245862731","date":"2025-10-13 19:42:47","author":"alex","handle":"alex_worktwit","text":"RT @alex_worktwit: @volisdead getting fked up at the box?","hashtags":[],"conv":"1977822344245862731","reply_id":"","quote_id":"","retweet_id":"1977818240115245189","reply_to":"","likes":0,"retweets":1,"replies":0,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/alex_worktwit/status/1977822344245862731"},"2056484990053941521":{"id":"2056484990053941521","date":"2026-05-18 21:20:03","author":"mediocrebuysideanalyst","handle":"volisdead","text":"$KWEB post market guy is gone","hashtags":[],"conv":"2056484990053941521","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":2,"quotes":0,"views":3542,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2056484990053941521","type":"tweet","issues":[]},"1866158459936227399":{"id":"1866158459936227399","date":"2024-12-09 16:30:23","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Are we really going to do a stupid sell off again making 2025’s best performing alpha long AI again ?","hashtags":[],"conv":"1866158459936227399","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":1,"replies":0,"quotes":0,"views":2619,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1866158459936227399","type":"tweet","issues":[]},"1653516676707565568":{"id":"1653516676707565568","date":"2023-05-02 21:47:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@ShitMgmtSays If lending to these grifts is a  positive EV proposition I'm sure some other banks will step in. Something makes me doubt it though.","hashtags":[],"conv":"1653256408509616129","reply_id":"1653256408509616129","quote_id":"","retweet_id":"","reply_to":"ShitMgmtSays","likes":2,"retweets":0,"replies":0,"quotes":0,"views":62,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1653516676707565568","type":"reply","issues":[]},"1889771867214319781":{"id":"1889771867214319781","date":"2025-02-12 20:21:38","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Silver is looking like it wants to run back a squeeze.","hashtags":[],"conv":"1889771867214319781","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":0,"quotes":0,"views":1234,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1889771867214319781","type":"tweet","issues":[]},"1924580159224479833":{"id":"1924580159224479833","date":"2025-05-19 21:37:21","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Funny that literally no one is talking about Google I/O day as a catalyst for literally anything","hashtags":[],"conv":"1924580159224479833","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":1,"quotes":0,"views":881,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1924580159224479833","type":"tweet","issues":[]},"1813510629443195177":{"id":"1813510629443195177","date":"2024-07-17 09:46:42","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@sdav1986 My long delta hopes so. My short skew hopes no.","hashtags":[],"conv":"1813503739027755133","reply_id":"1813509663134282195","quote_id":"","retweet_id":"","reply_to":"sdav1986","likes":2,"retweets":0,"replies":1,"quotes":0,"views":113,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1813510629443195177","type":"reply","issues":["reply-parent unavailable"]},"1982471279509741634":{"id":"1982471279509741634","date":"2025-10-26 15:36:00","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Think this is the last trading week of the year personally. Let’s make it count :)","hashtags":[],"conv":"1982471279509741634","reply_id":"","quote_id":"1984619057375588510","retweet_id":"","reply_to":"","likes":21,"retweets":0,"replies":1,"quotes":1,"views":9478,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1982471279509741634","type":"quote","issues":[]},"2050441758543126802":{"id":"2050441758543126802","date":"2026-05-02 05:06:25","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Another ludicrous bet. 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Seems fairly logical to me if you’re already long…","hashtags":[],"conv":"2050441758543126802","reply_id":"2050442834671554847","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":9,"retweets":0,"replies":0,"quotes":0,"views":1239,"bookmarks":5,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2050457172400587064","type":"reply","issues":[]},"1877713022216470569":{"id":"1877713022216470569","date":"2025-01-10 13:44:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Hey, looks like people were hiding in front end longs? Who'd have known?","hashtags":[],"conv":"1877713022216470569","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":1,"quotes":0,"views":1546,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1877713022216470569","type":"tweet","issues":[]},"1865449263762727373":{"id":"1865449263762727373","date":"2024-12-07 17:32:17","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Equity funding is presenting an interesting theoretical question. Right now implied funding in SPX (think cost to be levered long stocks) is around SFR+105 or so across the curve. Nominally that’s 5.5ish percent now. At what point is it too expensive where you stop buying futs?","hashtags":[],"conv":"1865449263762727373","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":3,"quotes":0,"views":3200,"bookmarks":8,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1865449263762727373","type":"tweet","issues":[]},"1915834731809132839":{"id":"1915834731809132839","date":"2025-04-25 18:26:09","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Put some premium into a degen/fastest horses basket so we’re probably going down from here","hashtags":[],"conv":"1915834731809132839","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":0,"quotes":0,"views":794,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1915834731809132839","type":"tweet","issues":[]},"2056008800675516888":{"id":"2056008800675516888","date":"2026-05-17 13:47:51","author":"mediocrebuysideanalyst","handle":"volisdead","text":"One thing that is interesting  is the difference between Chinese and American coverage + public perception of AI. In China agentic (OpenClaw, Hermes) is viewed with such enthusiasm by younger people (1 person startup) vs US Gen Z (jobs are fuckt/perm underclass). Maybe a trade?","hashtags":[],"conv":"2056008800675516888","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":36,"retweets":2,"replies":6,"quotes":1,"views":7048,"bookmarks":8,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2056008800675516888","type":"tweet","issues":[]},"1940771951230046325":{"id":"1940771951230046325","date":"2025-07-03 13:57:45","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Did I do it? No… horrifying negative alpha week","hashtags":[],"conv":"1940763883410804959","reply_id":"1940771869495644450","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":1,"retweets":0,"replies":1,"quotes":0,"views":467,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1940771951230046325","type":"reply","issues":[]},"1950523027243794756":{"id":"1950523027243794756","date":"2025-07-30 11:45:03","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Covered HSTECH short, thanks for riding with me!","hashtags":[],"conv":"1950523027243794756","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":0,"quotes":0,"views":587,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1950523027243794756","type":"tweet","issues":[]},"1928504880714400096":{"id":"1928504880714400096","date":"2025-05-30 17:32:48","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Is NVDA now the Intel of the 2000s?","hashtags":[],"conv":"1928504880714400096","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":3,"quotes":0,"views":1262,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1928504880714400096","type":"tweet","issues":[]},"1927872365087608876":{"id":"1927872365087608876","date":"2025-05-28 23:39:24","author":"mediocrebuysideanalyst","handle":"volisdead","text":"So about those curve steepeners","hashtags":[],"conv":"1927872365087608876","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":2,"quotes":0,"views":1287,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1927872365087608876","type":"tweet","issues":[]},"1988265491282977223":{"id":"1988265491282977223","date":"2025-11-11 15:20:07","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Gasp gasp gasp","hashtags":[],"conv":"1988265491282977223","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":0,"quotes":0,"views":1586,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1988265491282977223","type":"tweet","issues":[]},"1890009558539727174":{"id":"1890009558539727174","date":"2025-02-13 12:06:08","author":"mediocrebuysideanalyst","handle":"volisdead","text":"DAX ftw!","hashtags":[],"conv":"1890009558539727174","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":1,"quotes":0,"views":2578,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1890009558539727174","type":"tweet","issues":[]},"1934756843143971111":{"id":"1934756843143971111","date":"2025-06-16 23:35:52","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Are we running it back again?","hashtags":[],"conv":"1934756843143971111","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":0,"quotes":0,"views":1091,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1934756843143971111","type":"tweet","issues":[]},"1973554769731133763":{"id":"1973554769731133763","date":"2025-10-02 01:04:58","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Rotation trade getting even nastier in APAC. Good luck out there","hashtags":[],"conv":"1973554769731133763","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":0,"quotes":0,"views":4902,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1973554769731133763","type":"tweet","issues":[]},"2049865495248318886":{"id":"2049865495248318886","date":"2026-04-30 14:56:33","author":"Nick Dorsey","handle":"Midnight_Captl","text":"@PythiaR We’re in a supply constrained environment, and TPUs are usable compute (even if TCO is worse than NV), right now its just about availability, so all useful compute will be used\n\nDoesn’t change the fact that every single thing Nvidia makes is oversubscribed","hashtags":[],"conv":"2049860059900043345","reply_id":"2049865055202636024","quote_id":"2049900804182589900","retweet_id":"","reply_to":"PythiaR","likes":33,"retweets":0,"replies":3,"quotes":1,"views":25434,"bookmarks":4,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/Midnight_Captl/status/2049865495248318886"},"1836734519694520503":{"id":"1836734519694520503","date":"2024-09-19 11:50:09","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@sdav1986 Gamma to the topside is a beautiful thing","hashtags":[],"conv":"1836731743212016000","reply_id":"1836734345505054887","quote_id":"","retweet_id":"","reply_to":"sdav1986","likes":4,"retweets":0,"replies":1,"quotes":0,"views":170,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1836734519694520503","type":"reply","issues":["reply-parent unavailable"]},"1874481566644338879":{"id":"1874481566644338879","date":"2025-01-01 15:43:26","author":"mediocrebuysideanalyst","handle":"volisdead","text":"3 random tails that market values less than 10% that I think are > 10%\n\n- TSLA will become the world’s largest company in 2025\n\n- USDJPY below 140\n\n- KWEB rally > 50% in 2025","hashtags":[],"conv":"1874481566644338879","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":101,"retweets":4,"replies":6,"quotes":0,"views":17795,"bookmarks":44,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1874481566644338879","type":"tweet","issues":[]},"1906825055037997443":{"id":"1906825055037997443","date":"2025-03-31 21:44:54","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I’ve been just listening to early 2000s euro trash edm/pop to prepare for the upcoming era of EU over US outperformance","hashtags":[],"conv":"1906825055037997443","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":2,"quotes":0,"views":1469,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1906825055037997443","type":"tweet","issues":[]},"1883861429880865207":{"id":"1883861429880865207","date":"2025-01-27 12:55:39","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Also kinda hilarious deepseek = 1/2 a cut more in Z5","hashtags":[],"conv":"1883861429880865207","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":0,"replies":1,"quotes":0,"views":2051,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1883861429880865207","type":"tweet","issues":[]},"1930966477982556519":{"id":"1930966477982556519","date":"2025-06-06 12:34:18","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Goldilocks","hashtags":[],"conv":"1930966477982556519","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":0,"quotes":0,"views":649,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1930966477982556519","type":"tweet","issues":[]},"1934182406044713081":{"id":"1934182406044713081","date":"2025-06-15 09:33:15","author":"First Squawk","handle":"FirstSquawk","text":"CNN, citing an informed source: The U.S. envoy Witkoff held direct talks on Sunday evening with the Iranian Foreign 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formats \n\nSkew calendars (short 2-3m, long shorter dated)\n\nLong 2yish Vega","hashtags":[],"conv":"1949478223978573839","reply_id":"1949478223978573839","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":7,"retweets":0,"replies":1,"quotes":0,"views":927,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1949478814272340435","type":"reply","issues":[]},"1977829892441165981":{"id":"1977829892441165981","date":"2025-10-13 20:12:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"RT @volisdead: The funniest timeline from this rare earth tariff drama will be retail flow meme stocks outperforming again bc bitcoin miners and open door don’t have tariff sensitivity","hashtags":[],"conv":"1977829892441165981","reply_id":"","quote_id":"","retweet_id":"1977375656498389255","reply_to":"","likes":0,"retweets":2,"replies":0,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1977829892441165981","type":"retweet","issues":[]},"1983992105417764956":{"id":"1983992105417764956","date":"2025-10-30 20:19:13","author":"mediocrebuysideanalyst","handle":"volisdead","text":"What a print for the nothing ever happens portfolio","hashtags":[],"conv":"1983992105417764956","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":0,"quotes":0,"views":1143,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1983992105417764956","type":"tweet","issues":[]},"1840583814164185194":{"id":"1840583814164185194","date":"2024-09-30 02:45:52","author":"mediocrebuysideanalyst","handle":"volisdead","text":"What kind of idiot (me) buys HSCEI when he could have bought China tech directly","hashtags":[],"conv":"1840583814164185194","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":667,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1840583814164185194","type":"tweet","issues":[]},"1708925553112138019":{"id":"1708925553112138019","date":"2023-10-02 19:22:56","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@eliant_capital @PharmD_KS @hekyoda stonks","hashtags":[],"conv":"1708924045532484018","reply_id":"1708925037862912262","quote_id":"","retweet_id":"","reply_to":"eliant_capital","likes":2,"retweets":0,"replies":0,"quotes":0,"views":186,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1708925553112138019","type":"reply","issues":["reply-parent unavailable"]},"2018829041902690734":{"id":"2018829041902690734","date":"2026-02-03 23:28:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Becoming 100% @Citrini7 pilled. IPO oAI and Anthro now you cucks!","hashtags":[],"conv":"2018829041902690734","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":22,"retweets":0,"replies":1,"quotes":0,"views":1930,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2018829041902690734","type":"tweet","issues":[]},"2061579055351079045":{"id":"2061579055351079045","date":"2026-06-01 22:42:03","author":"mediocrebuysideanalyst","handle":"volisdead","text":"So I guess the big question I have. If cost / GW is going up, and the hyperscalers are completely willing to pay it, how much pricing power do they have on the labs/AI compute users (inc SNOW/software now). 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Have a great weekend everyone. 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Open print 5982","hashtags":[],"conv":"1886080994773520424","reply_id":"1886080994773520424","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":6,"retweets":0,"replies":0,"quotes":0,"views":901,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1886194003692908667","type":"reply","issues":[]},"1904671794323140612":{"id":"1904671794323140612","date":"2025-03-25 23:08:37","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Rates upside seems like an easy one but feels like pssing away premium in most states of the world","hashtags":[],"conv":"1904670480176734453","reply_id":"1904670480176734453","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":7,"retweets":0,"replies":0,"quotes":0,"views":1036,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1904671794323140612","type":"reply","issues":[]},"1922437474619416668":{"id":"1922437474619416668","date":"2025-05-13 23:43:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I’m not short brother","hashtags":[],"conv":"1922399387805794660","reply_id":"1922399387805794660","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":0,"retweets":0,"replies":0,"quotes":0,"views":579,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1922437474619416668","type":"reply","issues":[]},"1912600749885841869":{"id":"1912600749885841869","date":"2025-04-16 20:15:27","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Japan deal in 3…2…","hashtags":[],"conv":"1912600749885841869","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":29,"retweets":0,"replies":2,"quotes":0,"views":2074,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1912600749885841869","type":"tweet","issues":[]},"2026803196694323708":{"id":"2026803196694323708","date":"2026-02-25 23:35:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I’m on the bid for a single Rubin rack","hashtags":[],"conv":"2026803196694323708","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":1,"quotes":0,"views":2998,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2026803196694323708","type":"tweet","issues":[]},"1895472105132814705":{"id":"1895472105132814705","date":"2025-02-28 13:52:20","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Mama I’m top 1% in something I swear im a good kid","hashtags":[],"conv":"1895251043526811854","reply_id":"1895471915432878438","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":4,"retweets":0,"replies":0,"quotes":0,"views":841,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1895472105132814705","type":"reply","issues":[]},"1960668678845837433":{"id":"1960668678845837433","date":"2025-08-27 11:40:15","author":"mediocrebuysideanalyst","handle":"volisdead","text":"BREAKING: Jerome Powell fired for torrenting Rihanna’s “Umbrella” from limewire in 2008.\n\nDoge consultant and Head of Macro, James 🐠🔙 on Fox News was critical of the Federal Reserve Chair- “Do the crime, do the time. Powell is unfit for duty”","hashtags":[],"conv":"1960668678845837433","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":1,"quotes":0,"views":1177,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1960668678845837433","type":"tweet","issues":[]},"2067730373027434706":{"id":"2067730373027434706","date":"2026-06-18 22:05:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"JPY positioning is back to very short (long USDJPY). 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Happy holidays to all, next year will be a banger!","hashtags":[],"conv":"2003912444591444103","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":0,"quotes":0,"views":998,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2003912444591444103","type":"tweet","issues":[]},"1750489243959365815":{"id":"1750489243959365815","date":"2024-01-25 12:02:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Ksidiii The “this time is different” part of me argues that the nature of the vol sellers has changed from HFs with limited P&L tolerance to those with much more.","hashtags":[],"conv":"1750349685670252711","reply_id":"1750349685670252711","quote_id":"","retweet_id":"","reply_to":"Ksidiii","likes":8,"retweets":0,"replies":2,"quotes":0,"views":2245,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1750489243959365815","type":"reply","issues":[]},"1922061931407441928":{"id":"1922061931407441928","date":"2025-05-12 22:50:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Coinbase added to the S&P is the XBT top. 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Sorry you’re seeing some jealous bad apples acting up.","hashtags":[],"conv":"1789046215234986359","reply_id":"1789046215234986359","quote_id":"","retweet_id":"","reply_to":"AltaFoxCapital","likes":3,"retweets":0,"replies":0,"quotes":0,"views":579,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1789090467176464581","type":"reply","issues":[]},"1890176632775913733":{"id":"1890176632775913733","date":"2025-02-13 23:10:01","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Would love that as a dealer. Sell some strangles against and chill","hashtags":[],"conv":"1890176356862095462","reply_id":"1890176356862095462","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":16,"retweets":0,"replies":1,"quotes":0,"views":1740,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1890176632775913733","type":"reply","issues":[]},"1768034520224112949":{"id":"1768034520224112949","date":"2024-03-13 22:00:52","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@vixologist @TexasOncologist @Options @OptionPit @atgiovinazzi indeed","hashtags":[],"conv":"1768028873759875261","reply_id":"1768034415416897823","quote_id":"","retweet_id":"","reply_to":"vixologist","likes":2,"retweets":0,"replies":0,"quotes":0,"views":119,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1768034520224112949","type":"reply","issues":["reply-parent unavailable"]},"1930372889640919442":{"id":"1930372889640919442","date":"2025-06-04 21:15:36","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Booking wedding venues again makes me recognize the strength of the US consumer","hashtags":[],"conv":"1930372889640919442","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":0,"quotes":0,"views":721,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1930372889640919442","type":"tweet","issues":[]},"1772767480731115576":{"id":"1772767480731115576","date":"2024-03-26 23:27:58","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Spent half my bonus on this","hashtags":[],"conv":"1772767480731115576","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":2,"quotes":0,"views":1198,"bookmarks":1,"media":["1772767480731115576_1.jpg"],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1772767480731115576","type":"tweet","issues":[]},"1877781182374457391":{"id":"1877781182374457391","date":"2025-01-10 18:14:56","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Long stocks again","hashtags":[],"conv":"1877781182374457391","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":21,"retweets":0,"replies":2,"quotes":0,"views":3192,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1877781182374457391","type":"tweet","issues":[]},"1737988121621328305":{"id":"1737988121621328305","date":"2023-12-22 00:07:13","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Dpro2298 I wonder what people sold too much of?","hashtags":[],"conv":"1737969885110800850","reply_id":"1737969885110800850","quote_id":"","retweet_id":"","reply_to":"Dpro2298","likes":1,"retweets":0,"replies":1,"quotes":0,"views":251,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1737988121621328305","type":"reply","issues":["reply-parent unavailable"]},"1925949618489008482":{"id":"1925949618489008482","date":"2025-05-23 16:19:06","author":"mediocrebuysideanalyst","handle":"volisdead","text":"SLR this, SLR that, when are you going to SLR dn?","hashtags":[],"conv":"1925949618489008482","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":4,"retweets":0,"replies":0,"quotes":0,"views":810,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1925949618489008482","type":"tweet","issues":[]},"1857534855632015651":{"id":"1857534855632015651","date":"2024-11-15 21:23:15","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Wrong way on a lot this week.","hashtags":[],"conv":"1857534855632015651","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":0,"quotes":0,"views":1059,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1857534855632015651","type":"tweet","issues":[]},"1751397595262648414":{"id":"1751397595262648414","date":"2024-01-28 00:11:40","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@dampedspring I think everyone remembers 2016. Made some of the most money in my career over that week.","hashtags":[],"conv":"1751371825106354344","reply_id":"1751371825106354344","quote_id":"","retweet_id":"","reply_to":"dampedspring","likes":1,"retweets":0,"replies":1,"quotes":0,"views":1508,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1751397595262648414","type":"reply","issues":[]},"1971313162134909314":{"id":"1971313162134909314","date":"2025-09-25 20:37:37","author":"BuccoCapital Bloke","handle":"buccocapital","text":"$GOOGL is going to be the most valuable company in the world","hashtags":[],"conv":"1971313162134909314","reply_id":"","quote_id":"1971315207990612376","retweet_id":"","reply_to":"","likes":2925,"retweets":134,"replies":85,"quotes":40,"views":235424,"bookmarks":341,"media":["1971313162134909314_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/buccocapital/status/1971313162134909314"},"2056364746111123934":{"id":"2056364746111123934","date":"2026-05-18 13:22:15","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Hasn’t Rebecca Cheong been Rebecca Wrong since her excellent Covid calls?","hashtags":[],"conv":"2056364746111123934","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":11,"retweets":0,"replies":4,"quotes":0,"views":5174,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2056364746111123934","type":"tweet","issues":[]},"1961954643296006241":{"id":"1961954643296006241","date":"2025-08-31 00:50:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Semi-seriously considering a move to Singapore or HK in the next two years. What’s the reason not to? 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Biggest loser in my book this year and finally stopped out today so treat that as a contra!","hashtags":[],"conv":"1890523988134154488","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":42,"retweets":0,"replies":2,"quotes":0,"views":5403,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1890523988134154488","type":"tweet","issues":[]},"1873792808420860129":{"id":"1873792808420860129","date":"2024-12-30 18:06:33","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The NVDA 140 wall is quite interesting to see","hashtags":[],"conv":"1873792808420860129","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":2,"quotes":0,"views":1851,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1873792808420860129","type":"tweet","issues":[]},"1919816918011171035":{"id":"1919816918011171035","date":"2025-05-06 18:09:56","author":"mediocrebuysideanalyst","handle":"volisdead","text":"At this point we will announce a trade deal with DN","hashtags":[],"conv":"1919816918011171035","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":0,"quotes":0,"views":887,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1919816918011171035","type":"tweet","issues":[]},"1927763739543032017":{"id":"1927763739543032017","date":"2025-05-28 16:27:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Getting the old iron horse treatment from short USD today. 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Buy dips in it all, long commodities, long BEIs, long 2s","hashtags":[],"conv":"1836533876597883105","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1,"retweets":0,"replies":0,"quotes":0,"views":511,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1836533876597883105","type":"tweet","issues":[]},"1768711866509889579":{"id":"1768711866509889579","date":"2024-03-15 18:52:24","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@cam_perrault @Mike_Hunt_Sr Does the day end in day?","hashtags":[],"conv":"1768693377783001252","reply_id":"1768693377783001252","quote_id":"","retweet_id":"","reply_to":"camlperr","likes":2,"retweets":0,"replies":0,"quotes":0,"views":112,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1768711866509889579","type":"reply","issues":[]},"1814373582849315148":{"id":"1814373582849315148","date":"2024-07-19 18:55:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@vixologist That is my belief based on looking at s&p and fixed strike vol moves today","hashtags":[],"conv":"1814366207849669099","reply_id":"1814372635913965692","quote_id":"","retweet_id":"","reply_to":"vixologist","likes":3,"retweets":0,"replies":2,"quotes":0,"views":176,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1814373582849315148","type":"reply","issues":["reply-parent unavailable"]},"1885815462677664091":{"id":"1885815462677664091","date":"2025-02-01 22:20:17","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The madman did it! Gonna be a very fruitful trading environment.","hashtags":[],"conv":"1885815462677664091","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":56,"retweets":0,"replies":4,"quotes":0,"views":7111,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1885815462677664091","type":"tweet","issues":[]},"2063251385475293309":{"id":"2063251385475293309","date":"2026-06-06 13:27:18","author":"Jamie Mcullough 🇺🇦🇺🇸","handle":"JamieMcullough","text":"Pretty wild you don’t understand how exercising options works.","hashtags":[],"conv":"2063251385475293309","reply_id":"","quote_id":"2063392133445275719","retweet_id":"","reply_to":"","likes":0,"retweets":0,"replies":0,"quotes":1,"views":5347,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/JamieMcullough/status/2063251385475293309"},"2038791161033236504":{"id":"2038791161033236504","date":"2026-03-31 01:31:06","author":"mediocrebuysideanalyst","handle":"volisdead","text":"What earnings are growing? 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long HSTECH","hashtags":[],"conv":"1934657906181345501","reply_id":"","quote_id":"1937571469246230718","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":0,"quotes":1,"views":2625,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1934657906181345501","type":"quote","issues":[]},"1961113500358455566":{"id":"1961113500358455566","date":"2025-08-28 17:07:48","author":"mediocrebuysideanalyst","handle":"volisdead","text":"You: “Seasonality”\nMe: Donald Trump is not going to let us go into the weekend without stocks at ATH so he can get his Labor Day celebratory tweet out 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the top ?!?","hashtags":[],"conv":"1922766421601161269","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":0,"quotes":0,"views":858,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1922766421601161269","type":"tweet","issues":[]},"1905417487786647914":{"id":"1905417487786647914","date":"2025-03-28 00:31:44","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I love when I think Japan is down and most of it is the stupid ex div day thing","hashtags":[],"conv":"1905417487786647914","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":1,"quotes":0,"views":1314,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1905417487786647914","type":"tweet","issues":[]},"1951818859272691835":{"id":"1951818859272691835","date":"2025-08-03 01:34:13","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I don’t 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@AgustinLebron3 @TheSpeculator0 All the banks/intraday trend strategies that try to “preposition” for levered etn and short gamma strategy rebalances","hashtags":[],"conv":"1522308458103640065","reply_id":"1522317483184574464","quote_id":"","retweet_id":"","reply_to":"bennpeifert","likes":2,"retweets":0,"replies":1,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1522390456939778048","type":"reply","issues":["reply-parent unavailable"]},"1791302988746596567":{"id":"1791302988746596567","date":"2024-05-17 03:01:27","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I am hereby changing my title from PM at Multistrat Hedge Fund to Head of Macro at Multistrat Hedge Fund* \n\n*head of macro of 1 person pod based in NY","hashtags":[],"conv":"1791302988746596567","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":1,"quotes":0,"views":1087,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1791302988746596567","type":"tweet","issues":[]},"1816990541407518929":{"id":"1816990541407518929","date":"2024-07-27 00:14:37","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Review of this week:\n\nThe good:\n\n- covered all long outright and short vol risk on Monday\n- was long some sectors/vols that really outperformed (h.t. UK, fins)\n- bought the dip EOD Thursday\n\nThe bad:\n- traded VIX futures like a dumbass\n- overstayed welcome in election trades","hashtags":[],"conv":"1816990541407518929","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":732,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1816990541407518929","type":"tweet","issues":[]},"2073344121863852271":{"id":"2073344121863852271","date":"2026-07-04 09:52:14","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Views right now:\n\n- Market will continue to gyrate around factors into mag7 eps. Market still extremely overweight semis, and $MU print does feel arguably like a local top with the follow on pressures from Apple and $MSFT making it clear that commodity (memory) inflation is a problem. At this point, hard to say that there’s any fix to it but any ‘cycle’ guy is worried that this is peak on peak. 86% margins in a commodity business isn’t sustainable.  \n\n- Mag7 likely has a bit of room to run into their prints. Positioning heavy in $ terms but they’ve clearly been the funders for many pods/HF capital. I wouldn’t be surprised to see an attempt at a real rally this month.\n\n- other sectors are interesting again. Doesn’t seem like a hike in July is possible, so that pushes fed risk to September absent high prints. See room for some curve steepening = buy things like banks, healthcare (AI in biotech seems to be the trade du jour).\n\n- With CL1 down, hated pockets like Europe, APAC ex Semis, and LatAm could have room to outperform again.\n\nWhat my book looks like:\n- short semis upside but buying delta on dips against\n- long MAGS (less so META than the AI clouds)\n- long EU","hashtags":[],"conv":"2073344121863852271","reply_id":"","quote_id":"2076694457219465281","retweet_id":"","reply_to":"","likes":148,"retweets":3,"replies":7,"quotes":3,"views":50160,"bookmarks":113,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2073344121863852271","type":"quote","issues":[]},"1855017326904852736":{"id":"1855017326904852736","date":"2024-11-08 22:39:29","author":"mediocrebuysideanalyst","handle":"volisdead","text":"markets in a photo","hashtags":[],"conv":"1855017326904852736","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":882,"retweets":38,"replies":11,"quotes":7,"views":139631,"bookmarks":113,"media":["1855017326904852736_1.png"],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1855017326904852736","type":"tweet","issues":[]},"2034027692350206343":{"id":"2034027692350206343","date":"2026-03-17 22:02:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Is it legit free money to buy cl1 at 3pm NY and sell at 7am?","hashtags":[],"conv":"2034027692350206343","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":65,"retweets":0,"replies":5,"quotes":2,"views":42207,"bookmarks":7,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2034027692350206343","type":"tweet","issues":[]},"1920943615636840850":{"id":"1920943615636840850","date":"2025-05-09 20:47:02","author":"mediocrebuysideanalyst","handle":"volisdead","text":"5) Golden age of LatAm. Short US$ vs BRL and MXN","hashtags":[],"conv":"1920943410732487100","reply_id":"1920943410732487100","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":6,"retweets":0,"replies":1,"quotes":0,"views":751,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1920943615636840850","type":"reply","issues":[]},"1949480387362918637":{"id":"1949480387362918637","date":"2025-07-27 14:41:58","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Generally best scenario in us is current dynamic continuing (rallies 1-3pct/mo) or an actual correction. Also forgot long Japanese banks in macro","hashtags":[],"conv":"1949478223978573839","reply_id":"1949478814272340435","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":7,"retweets":0,"replies":0,"quotes":0,"views":625,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1949480387362918637","type":"reply","issues":[]},"1810669135988175117":{"id":"1810669135988175117","date":"2024-07-09 13:35:37","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The beatings will continue in Mag7….","hashtags":[],"conv":"1810669135988175117","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":440,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1810669135988175117","type":"tweet","issues":[]},"1995887963675460000":{"id":"1995887963675460000","date":"2025-12-02 16:09:07","author":"Agustin Lebron","handle":"AgustinLebron3","text":"Sadly, 26.8% of you deserve to lose your money.","hashtags":[],"conv":"1995887963675460000","reply_id":"","quote_id":"1995968067474804833","retweet_id":"","reply_to":"","likes":76,"retweets":1,"replies":5,"quotes":1,"views":34668,"bookmarks":19,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/AgustinLebron3/status/1995887963675460000"},"1919866459926237234":{"id":"1919866459926237234","date":"2025-05-06 21:26:48","author":"mediocrebuysideanalyst","handle":"volisdead","text":"long some shtcos into this trump announcement thing. Also decently long vol/long stir.","hashtags":[],"conv":"1919866459926237234","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":22,"retweets":0,"replies":3,"quotes":0,"views":2337,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1919866459926237234","type":"tweet","issues":[]},"2053457961989574705":{"id":"2053457961989574705","date":"2026-05-10 12:51:44","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Whether you think that’s right or not is a question, but nothing really to me shows bubble. We’re back to debating what ‘27 - ‘28 capex trends and what steady state will look like and that’s pretty healthy.","hashtags":[],"conv":"2053456934787752310","reply_id":"2053456934787752310","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":31,"retweets":0,"replies":0,"quotes":0,"views":1845,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2053457961989574705","type":"reply","issues":[]},"1905723325604860412":{"id":"1905723325604860412","date":"2025-03-28 20:47:02","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Tough week for me, seems like everyone here crushed it. Shut a lot of things down and going to fight again next week…","hashtags":[],"conv":"1905723325604860412","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":32,"retweets":0,"replies":4,"quotes":0,"views":2594,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1905723325604860412","type":"tweet","issues":[]},"1715105431180198152":{"id":"1715105431180198152","date":"2023-10-19 20:39:34","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@OffTheRunTrades Some of us didn’t and took today off :/. Think we’re probably early innings of this selloff","hashtags":[],"conv":"1715104352199700953","reply_id":"1715104352199700953","quote_id":"","retweet_id":"","reply_to":"OffTheRunTrades","likes":2,"retweets":0,"replies":0,"quotes":0,"views":438,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1715105431180198152","type":"reply","issues":[]},"2076477598062800945":{"id":"2076477598062800945","date":"2026-07-13 01:23:33","author":"Duldul","handle":"Duldul_Capital","text":"Women are like options. Their peak value is when they are between 21 and 24 years old. After that, Theta eats them up. They are getting closer and closer to expiry. When they are over 45, they expire worthless. The sweet spot on the market is to buy calls with a 21 strike and sell calls with a 25 strike. Otherwise, Theta eats up your portfolio. And you make a profit when you secure kids/marriage. Dating women over 25 seriously is playing with fire. Mathematically, you are bound to lose.","hashtags":[],"conv":"2076477598062800945","reply_id":"","quote_id":"2076751432141705688","retweet_id":"","reply_to":"","likes":6871,"retweets":403,"replies":381,"quotes":111,"views":1289905,"bookmarks":3197,"media":["2076477598062800945_1.jpg","2076477598062800945_2.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/Duldul_Capital/status/2076477598062800945"},"1989193813043069219":{"id":"1989193813043069219","date":"2025-11-14 04:48:57","author":"Sam Altman","handle":"sama","text":"Small-but-happy win:\n\nIf you tell ChatGPT not to use em-dashes in your custom instructions, it finally does what it's supposed to do!","hashtags":[],"conv":"1989193813043069219","reply_id":"","quote_id":"1989546588256018441","retweet_id":"","reply_to":"","likes":28828,"retweets":1049,"replies":3156,"quotes":1453,"views":6982702,"bookmarks":2999,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/sama/status/1989193813043069219"},"2032491518766838149":{"id":"2032491518766838149","date":"2026-03-13 16:18:34","author":"Michael Green","handle":"profplum99","text":"\"Have you no shame, sir?\"\nNarrator: There was in fact, no shame\n\nIt's not just Nasdaq. Everyone is joining the \"SEC\" club.","hashtags":[],"conv":"2032491518766838149","reply_id":"","quote_id":"2032514646884667588","retweet_id":"","reply_to":"","likes":452,"retweets":43,"replies":25,"quotes":4,"views":68956,"bookmarks":46,"media":["2032491518766838149_1.png"],"has_video":false,"own":false,"url":"https://twitter.com/profplum99/status/2032491518766838149"},"1858628931890405813":{"id":"1858628931890405813","date":"2024-11-18 21:50:43","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Who the fuck bookmarked this tweet?","hashtags":[],"conv":"1858580486399857075","reply_id":"1858580486399857075","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":7,"retweets":0,"replies":0,"quotes":0,"views":1111,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1858628931890405813","type":"reply","issues":[]},"1940500446608871504":{"id":"1940500446608871504","date":"2025-07-02 19:58:53","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Really testing my strike innit","hashtags":[],"conv":"1940500446608871504","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":0,"quotes":0,"views":1130,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1940500446608871504","type":"tweet","issues":[]},"1841192722914308545":{"id":"1841192722914308545","date":"2024-10-01 19:05:27","author":"mediocrebuysideanalyst","handle":"volisdead","text":"what's the trade for the iranian regime collapsing in the next two weeks","hashtags":[],"conv":"1841192722914308545","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":1,"quotes":0,"views":830,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1841192722914308545","type":"tweet","issues":[]},"1692157281771876415":{"id":"1692157281771876415","date":"2023-08-17 12:51:49","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@eliant_capital @PharmD_KS @Michigandolf Y’all never sleep!","hashtags":[],"conv":"1691966349558616475","reply_id":"1692156692694270139","quote_id":"","retweet_id":"","reply_to":"eliant_capital","likes":2,"retweets":0,"replies":0,"quotes":0,"views":145,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1692157281771876415","type":"reply","issues":["reply-parent unavailable"]},"2030668894780772638":{"id":"2030668894780772638","date":"2026-03-08 15:36:07","author":"mediocrebuysideanalyst","handle":"volisdead","text":"When two of our largest (3-5bn gmv equivalent) guys are citing hyperliquid weekend markets crypto isn’t dead frnds","hashtags":[],"conv":"2030668389643853941","reply_id":"2030668389643853941","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":15,"retweets":0,"replies":0,"quotes":0,"views":777,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2030668894780772638","type":"reply","issues":[]},"1920488336008884568":{"id":"1920488336008884568","date":"2025-05-08 14:37:54","author":"mediocrebuysideanalyst","handle":"volisdead","text":"So this gulf fast track thing. Seems mega bullish for grift","hashtags":[],"conv":"1920488336008884568","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":0,"quotes":0,"views":697,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1920488336008884568","type":"tweet","issues":[]},"1712882160305107321":{"id":"1712882160305107321","date":"2023-10-13 17:25:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Mike_Hunt_Sr Dispersion traders pumping their fists in the air","hashtags":[],"conv":"1712876852849586423","reply_id":"1712876852849586423","quote_id":"","retweet_id":"","reply_to":"Mike_Hunt_Sr","likes":2,"retweets":0,"replies":0,"quotes":0,"views":51,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1712882160305107321","type":"reply","issues":[]},"2037277874701435091":{"id":"2037277874701435091","date":"2026-03-26 21:17:50","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The spy/spx daily vol spread needs to adjust for trumps America","hashtags":[],"conv":"2037277874701435091","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":28,"retweets":1,"replies":2,"quotes":0,"views":3734,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2037277874701435091","type":"tweet","issues":[]},"1989443521900941648":{"id":"1989443521900941648","date":"2025-11-14 21:21:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Buffett buying $GOOG, what bubble?","hashtags":[],"conv":"1989443521900941648","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":11,"retweets":0,"replies":0,"quotes":0,"views":847,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1989443521900941648","type":"tweet","issues":[]},"2044569391589732530":{"id":"2044569391589732530","date":"2026-04-16 00:11:43","author":"mediocrebuysideanalyst","handle":"volisdead","text":"This proxy is most definitely wrong considering the dollar weights vs factor weights in the two baskets. The last two weeks have been extremely positive hedge fund performance-wise (excluding today)","hashtags":[],"conv":"2044569391589732530","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":0,"quotes":0,"views":1965,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2044569391589732530","type":"tweet","issues":[]},"1939333827522089342":{"id":"1939333827522089342","date":"2025-06-29 14:43:10","author":"mediocrebuysideanalyst","handle":"volisdead","text":"3) short US$\n4) short VIX puts (same reason as @sdav1986 )\n5) buying US AI/China tech post liberation day","hashtags":[],"conv":"1939333126003871756","reply_id":"1939333126003871756","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":11,"retweets":0,"replies":2,"quotes":0,"views":827,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1939333827522089342","type":"reply","issues":[]},"1909193072019194008":{"id":"1909193072019194008","date":"2025-04-07 10:34:34","author":"mediocrebuysideanalyst","handle":"volisdead","text":"A little birdie told me to go max long assets today","hashtags":[],"conv":"1909193072019194008","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":51,"retweets":0,"replies":8,"quotes":0,"views":3890,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1909193072019194008","type":"tweet","issues":[]},"1930279195994693990":{"id":"1930279195994693990","date":"2025-06-04 15:03:17","author":"mediocrebuysideanalyst","handle":"volisdead","text":"RTY isn’t rallying so we can keep going","hashtags":[],"conv":"1930279195994693990","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":2,"quotes":0,"views":869,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1930279195994693990","type":"tweet","issues":[]},"2056482420065509782":{"id":"2056482420065509782","date":"2026-05-18 21:09:51","author":"The Luxury Watch Guy","handle":"LuxuryWatchGuy1","text":"Props to the dealer who advised Shai to buy all the offshores 😂","hashtags":[],"conv":"2056482420065509782","reply_id":"","quote_id":"2056504574513480187","retweet_id":"","reply_to":"","likes":2734,"retweets":51,"replies":61,"quotes":5,"views":1460548,"bookmarks":283,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/LuxuryWatchGuy1/status/2056482420065509782"},"2067730104264851780":{"id":"2067730104264851780","date":"2026-06-18 22:04:08","author":"mediocrebuysideanalyst","handle":"volisdead","text":"If the BOJ does an unscheduled hike I don’t think you even want to know what markets will do","hashtags":[],"conv":"2067730104264851780","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":1,"quotes":0,"views":2563,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2067730104264851780","type":"tweet","issues":[]},"1976787698972324065":{"id":"1976787698972324065","date":"2025-10-10 23:11:29","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Ramps and drops along the way innit","hashtags":[],"conv":"1976787698972324065","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":1,"quotes":0,"views":1109,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1976787698972324065","type":"tweet","issues":[]},"2018118454205689917":{"id":"2018118454205689917","date":"2026-02-02 00:25:08","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Did you fuckers really just bid UX 1.3v on silver going down???","hashtags":[],"conv":"2018118454205689917","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":0,"quotes":0,"views":1268,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2018118454205689917","type":"tweet","issues":[]},"1961085707272818962":{"id":"1961085707272818962","date":"2025-08-28 15:17:22","author":"mediocrebuysideanalyst","handle":"volisdead","text":"They stopped! Testicular torsion avoided","hashtags":[],"conv":"1961044476480127018","reply_id":"1961066444969415042","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":5,"retweets":0,"replies":0,"quotes":0,"views":515,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1961085707272818962","type":"reply","issues":[]},"1942190707403366463":{"id":"1942190707403366463","date":"2025-07-07 11:55:23","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Fuck","hashtags":[],"conv":"1942190707403366463","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":27,"retweets":0,"replies":1,"quotes":0,"views":2325,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1942190707403366463","type":"tweet","issues":[]},"1927914423756161080":{"id":"1927914423756161080","date":"2025-05-29 02:26:32","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Inclined to agree with this take","hashtags":[],"conv":"1927914423756161080","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":1,"quotes":0,"views":2082,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1927914423756161080","type":"tweet","issues":[]},"1768032689511072149":{"id":"1768032689511072149","date":"2024-03-13 21:53:36","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@vixologist @TexasOncologist @Options @OptionPit @atgiovinazzi The mullet has done well this year","hashtags":[],"conv":"1768028873759875261","reply_id":"1768031222943330694","quote_id":"","retweet_id":"","reply_to":"vixologist","likes":2,"retweets":0,"replies":1,"quotes":0,"views":96,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1768032689511072149","type":"reply","issues":["reply-parent unavailable"]},"2027417778332778872":{"id":"2027417778332778872","date":"2026-02-27 16:17:20","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Dang I really suck at making money this year.","hashtags":[],"conv":"2027417778332778872","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":19,"retweets":0,"replies":0,"quotes":0,"views":1303,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2027417778332778872","type":"tweet","issues":[]},"1923068129334161843":{"id":"1923068129334161843","date":"2025-05-15 17:29:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Getting Zveig Breadth thrusted in the nuts","hashtags":[],"conv":"1923068129334161843","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":0,"quotes":0,"views":960,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1923068129334161843","type":"tweet","issues":[]},"1924491725227040877":{"id":"1924491725227040877","date":"2025-05-19 15:45:57","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Sun’s out, spooz and yields unchd. Seems like a touch grass kind of day","hashtags":[],"conv":"1924491725227040877","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":0,"quotes":0,"views":987,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1924491725227040877","type":"tweet","issues":[]},"1890155544989888973":{"id":"1890155544989888973","date":"2025-02-13 21:46:13","author":"mediocrebuysideanalyst","handle":"volisdead","text":"hate to say it... but Zervos trade?","hashtags":[],"conv":"1890155544989888973","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":2,"quotes":0,"views":2033,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1890155544989888973","type":"tweet","issues":[]},"2074323715077067219":{"id":"2074323715077067219","date":"2026-07-07 02:44:47","author":"mediocrebuysideanalyst","handle":"volisdead","text":"What if the real bottlenecks were the friends we made along the way ?","hashtags":[],"conv":"2074323715077067219","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":0,"quotes":0,"views":1359,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2074323715077067219","type":"tweet","issues":[]},"1748770910721520001":{"id":"1748770910721520001","date":"2024-01-20 18:14:10","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@dampedspring @Ivan_Yuri_Rd With inflation at 2%, I have a hard time believing that there won't be pressure from within the committee, politically, and externally from other G8 economies that will be hurt by  dollar strength to cut towards neutral. Maybe R* is higher than previous but >=3 cuts seems logical","hashtags":[],"conv":"1748746767061905841","reply_id":"1748748316307841041","quote_id":"","retweet_id":"","reply_to":"dampedspring","likes":4,"retweets":0,"replies":0,"quotes":0,"views":538,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1748770910721520001","type":"reply","issues":["reply-parent unavailable"]},"1900174447438643403":{"id":"1900174447438643403","date":"2025-03-13 13:17:46","author":"mediocrebuysideanalyst","handle":"volisdead","text":"If you’re not worried about Ken Griffin signaling externally that he wants his PMs to “attack” the current opportunity set you’re probably ngmi. 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Or are there legitimate concerns about some arch changes that will reduce memory load? SK Hynix at 4x NTM or 2x  MS ‘27 seems a little silly?","hashtags":[],"conv":"2048444772596003040","reply_id":"2048444772596003040","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":15,"retweets":0,"replies":2,"quotes":0,"views":6001,"bookmarks":3,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2048445240474746992","type":"reply","issues":[]},"1838502937871450422":{"id":"1838502937871450422","date":"2024-09-24 08:57:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@polspring1845 Explicit equity market support (swap facility etc) is brand new. Although the market will have questions on details and there's lots of room for disappointment, this is unprecedented. 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Small L but it’s fine","hashtags":[],"conv":"1960142969748459744","reply_id":"1960142969748459744","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":0,"retweets":0,"replies":0,"quotes":0,"views":516,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1960287918808875203","type":"reply","issues":[]},"2029291852961022330":{"id":"2029291852961022330","date":"2026-03-04 20:24:14","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Though I wonder what platform this is because it’s a lot of comms","hashtags":[],"conv":"2029289744190881804","reply_id":"2029291731833724990","quote_id":"","retweet_id":"","reply_to":"volisdead","likes":5,"retweets":0,"replies":1,"quotes":0,"views":2668,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2029291852961022330","type":"reply","issues":[]},"2033177692833526090":{"id":"2033177692833526090","date":"2026-03-15 13:45:11","author":"mediocrebuysideanalyst","handle":"volisdead","text":"hyperliquid making it seem like my pain trade is going to play out (-50bps in spooz). 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(1/n)","hashtags":[],"conv":"1906481107035463905","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":54,"retweets":0,"replies":1,"quotes":0,"views":3970,"bookmarks":23,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1906481107035463905","type":"tweet","issues":[]},"1715208073973813629":{"id":"1715208073973813629","date":"2023-10-20 03:27:26","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Is it time to buy 5-10 year paper?","hashtags":[],"conv":"1715208073973813629","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":1,"quotes":0,"views":212,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1715208073973813629","type":"tweet","issues":[]},"2043370145985204351":{"id":"2043370145985204351","date":"2026-04-12 16:46:21","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Breaking from the strait content, if Li Haotong wins The Masters it would complete a true cucking for the US","hashtags":[],"conv":"2043370145985204351","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":0,"quotes":0,"views":1136,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2043370145985204351","type":"tweet","issues":[]},"1905289895553249701":{"id":"1905289895553249701","date":"2025-03-27 16:04:44","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Am I prescient?","hashtags":[],"conv":"1905289895553249701","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":2,"quotes":0,"views":2505,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1905289895553249701","type":"tweet","issues":[]},"1895605409597334011":{"id":"1895605409597334011","date":"2025-02-28 22:42:02","author":"mediocrebuysideanalyst","handle":"volisdead","text":"This was the most obvious flow month end trade in a long time, so of course I did it in joke size and ended up making <10bps of AUM. This job is quite hard","hashtags":[],"conv":"1895605409597334011","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":42,"retweets":0,"replies":1,"quotes":0,"views":3359,"bookmarks":4,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1895605409597334011","type":"tweet","issues":[]},"2035125714412765547":{"id":"2035125714412765547","date":"2026-03-20 22:45:55","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I think risk management at every firm has done a good job from what I understand. Probably will be surprised for most how not bad this will end up being.","hashtags":[],"conv":"2035125714412765547","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":0,"replies":0,"quotes":0,"views":3000,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2035125714412765547","type":"tweet","issues":[]},"1960806144634458292":{"id":"1960806144634458292","date":"2025-08-27 20:46:29","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Seems like it’s over","hashtags":[],"conv":"1960806144634458292","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":3,"quotes":0,"views":1804,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1960806144634458292","type":"tweet","issues":[]},"1951009445598912709":{"id":"1951009445598912709","date":"2025-07-31 19:57:54","author":"Fed","handle":"lord_fed","text":"26 straight sessions without a 1% move","hashtags":[],"conv":"1951009445598912709","reply_id":"","quote_id":"1951036995087610006","retweet_id":"","reply_to":"","likes":170,"retweets":3,"replies":28,"quotes":4,"views":47799,"bookmarks":5,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/lord_fed/status/1951009445598912709"},"1815590014815699129":{"id":"1815590014815699129","date":"2024-07-23 03:29:26","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Was walking down a popular running/walking path in NYC at 9pm with my fiancée and was flagged down by a crying woman. 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Politics aside, this should be viewed as a win","hashtags":[],"conv":"1850198862373281927","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":0,"quotes":0,"views":697,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1850198862373281927","type":"tweet","issues":[]},"1984619057375588510":{"id":"1984619057375588510","date":"2025-11-01 13:50:30","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Last week of the year completed. \n\nRisked down to 40% of VaR, de-grossed and cut net down 20%.","hashtags":[],"conv":"1984619057375588510","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":21,"retweets":0,"replies":3,"quotes":0,"views":5052,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1984619057375588510","type":"tweet","issues":[]},"1923029893077479736":{"id":"1923029893077479736","date":"2025-05-15 14:57:09","author":"mediocrebuysideanalyst","handle":"volisdead","text":"The fact that I’m having my worst day in weekends with indices unchanged tells me how momentum levered my book was","hashtags":[],"conv":"1923029893077479736","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":1,"quotes":0,"views":1083,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1923029893077479736","type":"tweet","issues":[]},"1882151983160967368":{"id":"1882151983160967368","date":"2025-01-22 19:42:56","author":"mediocrebuysideanalyst","handle":"volisdead","text":"They really like VIX upside today","hashtags":[],"conv":"1882151983160967368","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":14,"retweets":0,"replies":2,"quotes":0,"views":2747,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1882151983160967368","type":"tweet","issues":[]},"1808489438743302616":{"id":"1808489438743302616","date":"2024-07-03 13:14:16","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@Ksidiii Is it too low or too high that vix fly in your opinion?","hashtags":[],"conv":"1808486102493225205","reply_id":"1808486102493225205","quote_id":"","retweet_id":"","reply_to":"Ksidiii","likes":4,"retweets":1,"replies":1,"quotes":0,"views":1297,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1808489438743302616","type":"reply","issues":[]},"1971598910805459072":{"id":"1971598910805459072","date":"2025-09-26 15:33:05","author":"mediocrebuysideanalyst","handle":"volisdead","text":"imagine betting against nothing ever happening...","hashtags":[],"conv":"1971598910805459072","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":1,"quotes":0,"views":1182,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1971598910805459072","type":"tweet","issues":[]},"1938352569920983154":{"id":"1938352569920983154","date":"2025-06-26 21:44:00","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Selling the sht out of VIX July 17.5 straddles to buy SPX gamma","hashtags":[],"conv":"1938352569920983154","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":18,"retweets":0,"replies":3,"quotes":0,"views":2347,"bookmarks":6,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1938352569920983154","type":"tweet","issues":[]},"1806459258588024944":{"id":"1806459258588024944","date":"2024-06-27 22:47:04","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@sdav1986 “Well so Asian retail issuance still sucks and I can’t keep telling you to buy vol/skew so let’s talk about elections”","hashtags":[],"conv":"1806319807559585940","reply_id":"1806319807559585940","quote_id":"","retweet_id":"","reply_to":"sdav1986","likes":5,"retweets":0,"replies":0,"quotes":0,"views":119,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1806459258588024944","type":"reply","issues":[]},"1880310163359563902":{"id":"1880310163359563902","date":"2025-01-17 17:44:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Didn’t believe me? \n\nOut of a lot since mkt front ran my trade. Have a good long weekend everyone!","hashtags":[],"conv":"1880310163359563902","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":17,"retweets":0,"replies":3,"quotes":0,"views":6555,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1880310163359563902","type":"tweet","issues":[]},"1965049989971030234":{"id":"1965049989971030234","date":"2025-09-08 13:50:01","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Ba da da da da, AppLovin it","hashtags":[],"conv":"1965049989971030234","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":0,"quotes":0,"views":866,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1965049989971030234","type":"tweet","issues":[]},"1952038112143495339":{"id":"1952038112143495339","date":"2025-08-03 16:05:27","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Consensus equity views flipped bearish fast. Hmmm.","hashtags":[],"conv":"1952038112143495339","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":33,"retweets":0,"replies":2,"quotes":0,"views":2292,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1952038112143495339","type":"tweet","issues":[]},"2078145749322219556":{"id":"2078145749322219556","date":"2026-07-17 15:52:11","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Gavin baker post views and interactions are probably the best indicator of whether ai derisking still may have legs","hashtags":[],"conv":"2078145749322219556","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":64,"retweets":3,"replies":2,"quotes":0,"views":9506,"bookmarks":7,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/2078145749322219556","type":"tweet","issues":[]},"1932095134327259496":{"id":"1932095134327259496","date":"2025-06-09 15:19:11","author":"mediocrebuysideanalyst","handle":"volisdead","text":"If the US folds on chip export controls we may have 1999 again","hashtags":[],"conv":"1932095134327259496","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":2,"quotes":0,"views":1368,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1932095134327259496","type":"tweet","issues":[]},"1988994313196384418":{"id":"1988994313196384418","date":"2025-11-13 15:36:12","author":"mediocrebuysideanalyst","handle":"volisdead","text":"I wish I’d gone short instead of just unwinding longs","hashtags":[],"conv":"1988994313196384418","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":0,"replies":3,"quotes":0,"views":3791,"bookmarks":1,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1988994313196384418","type":"tweet","issues":[]},"1744187014054814176":{"id":"1744187014054814176","date":"2024-01-08 02:39:24","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Everyone on FinTwit wants to buy China stocks but every PM in HK/China just dumping them in the local session (@eliant_capital @nope_its_lily ). Something has gotta give, and frankly in this case it might actually be FinTwit that's right...","hashtags":[],"conv":"1744187014054814176","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":2,"quotes":0,"views":3436,"bookmarks":2,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1744187014054814176","type":"tweet","issues":[]},"1914294246791594215":{"id":"1914294246791594215","date":"2025-04-21 12:24:48","author":"mediocrebuysideanalyst","handle":"volisdead","text":"Geneva HF boys paid in CHF having a good time","hashtags":[],"conv":"1914294246791594215","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":35,"retweets":0,"replies":2,"quotes":0,"views":2053,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1914294246791594215","type":"tweet","issues":[]},"1875301360268104001":{"id":"1875301360268104001","date":"2025-01-03 22:01:00","author":"Alf","handle":"MacroAlf","text":"For how long can the US housing market handle 7% mortgage rates?","hashtags":[],"conv":"1875301360268104001","reply_id":"","quote_id":"1875552776929038839","retweet_id":"","reply_to":"","likes":3403,"retweets":134,"replies":711,"quotes":79,"views":676991,"bookmarks":221,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/MacroAlf/status/1875301360268104001"},"1707132128746463574":{"id":"1707132128746463574","date":"2023-09-27 20:36:31","author":"Conks","handle":"conksresearch","text":"big if true","hashtags":[],"conv":"1707132128746463574","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":565,"retweets":19,"replies":88,"quotes":0,"views":79879,"bookmarks":3,"media":["1707132128746463574_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/conksresearch/status/1707132128746463574"},"1707113861445480812":{"id":"1707113861445480812","date":"2023-09-27 19:23:55","author":"PharmD_KS","handle":"PharmD_KS","text":"Uhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhh","hashtags":[],"conv":"1707113861445480812","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":39,"retweets":4,"replies":7,"quotes":2,"views":24331,"bookmarks":1,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/PharmD_KS/status/1707113861445480812"},"1686488800451756032":{"id":"1686488800451756032","date":"2023-08-01 21:27:18","author":"Heisenberg","handle":"Mr_Derivatives","text":"Something about August….","hashtags":[],"conv":"1686488800451756032","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":157,"retweets":18,"replies":19,"quotes":1,"views":33396,"bookmarks":3,"media":["1686488800451756032_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/Mr_Derivatives/status/1686488800451756032"},"1811706853333618900":{"id":"1811706853333618900","date":"2024-07-12 10:19:08","author":"Fernando","handle":"fernandowavesfx","text":"Sp500 for today \n#apx #spy #sp500","hashtags":["apx","spy","sp500"],"conv":"1811706853333618900","reply_id":"","quote_id":"1811767063192518758","retweet_id":"","reply_to":"","likes":80,"retweets":3,"replies":33,"quotes":5,"views":55358,"bookmarks":7,"media":["1811706853333618900_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/fernandowavesfx/status/1811706853333618900"},"1794768427443241398":{"id":"1794768427443241398","date":"2024-05-26 16:31:52","author":"Kris Sidial🇺🇸","handle":"Ksidiii","text":"The dispersion trading saga continues to be a fascinating one to follow. For the last few years, it has been one factor in why index volatility has been well supplied.\n\nTraditionally, dispersion trading size has mainly come from volatility-focused shops (e.g., Parallax, Peak, Capstone, etc.). This is no longer the case.\n\nToday, there are a large number of macro shops and RIAs trading significant sizes in dispersion packages, thanks to these QIS desks.\n\nThe issue is that most of these firms don’t know the difference between clean dispersion vs. dirty dispersion, vega-weighted vs. theta-weighted, etc. This generally wouldn’t be an issue. But when you have multiple smaller $5 billion macro shops running $25 million of net short S&P vega in a theta-neutral basket when variance is trading in the low teens, it becomes something to note.","hashtags":[],"conv":"1794768427443241398","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":174,"retweets":14,"replies":17,"quotes":0,"views":75628,"bookmarks":120,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/Ksidiii/status/1794768427443241398"},"1813941419159298529":{"id":"1813941419159298529","date":"2024-07-18 14:18:30","author":"Bucket Shop Capital","handle":"bucketshopcap","text":"Woke up this morning to find a homeless drug addict passed out on the stoop of my brownstone, paraphernalia next to him.  Has never happened in 40+ years of me growing up/living in NYC.  But sure anon, continue to tell me the city is doing just great.","hashtags":[],"conv":"1813941419159298529","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":216,"retweets":7,"replies":13,"quotes":4,"views":55802,"bookmarks":16,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/bucketshopcap/status/1813941419159298529"},"1712556949412381130":{"id":"1712556949412381130","date":"2023-10-12 19:52:49","author":"taobanker","handle":"taobanker","text":"Man it's truly fucked up how many great ideas Citrini had this year \n\nfeels like this guy is crowding out the rest of us 🤣","hashtags":[],"conv":"1712556949412381130","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":53,"retweets":2,"replies":6,"quotes":0,"views":11605,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/taobanker/status/1712556949412381130"},"1776028043498111140":{"id":"1776028043498111140","date":"2024-04-04 23:24:17","author":"Jim Carroll","handle":"vixologist","text":"Just gonna leave this here and enjoy some wine.","hashtags":[],"conv":"1776028043498111140","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":49,"retweets":6,"replies":8,"quotes":0,"views":6515,"bookmarks":8,"media":["1776028043498111140_1.jpg","1776028043498111140_2.png"],"has_video":false,"own":false,"url":"https://twitter.com/vixologist/status/1776028043498111140"},"1708099932102578601":{"id":"1708099932102578601","date":"2023-09-30 12:42:13","author":"Kairos","handle":"SachaSucha","text":"What is the Nifty buy and hold Sharpe Ratio?\n(Use data 2008-01-01 onwards)\n\nWhat is the SPX500 buy and hold Sharpe Ratio?\n(Use data 2008-01-01 onwards)","hashtags":[],"conv":"1708099932102578601","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":4,"quotes":1,"views":4559,"bookmarks":1,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/SachaSucha/status/1708099932102578601"},"1692919987470565738":{"id":"1692919987470565738","date":"2023-08-19 15:22:32","author":"Kris Sidial🇺🇸","handle":"Ksidiii","text":"Junior derivatives trader interview question (Don’t worry, my questions aren’t as difficult as Benn’s haha): \n\nYou walk into the office and your boss tells you the desk just sold $1M of Vega notional in a 3M $SPX Var swap with a vol strike of 20. You get asked to hedge out the risk. \n\nOne minute later a broker calls and tells you he has a client that is aching to get out of his vol exposure. He wants to sell you a strip of 6M $SPX options one vol point under theo for $1M of Vega notional. \n\nDo you take this trade? If not, why? If yes, why?","hashtags":[],"conv":"1692919987470565738","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":286,"retweets":26,"replies":89,"quotes":4,"views":209838,"bookmarks":342,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/Ksidiii/status/1692919987470565738"},"1708860428120363314":{"id":"1708860428120363314","date":"2023-10-02 15:04:09","author":"Admiral Waterworld","handle":"WaterworldCapi1","text":"Based on how negative my feed is I think we close up meaningfully today.","hashtags":[],"conv":"1708860428120363314","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":12,"retweets":0,"replies":3,"quotes":0,"views":1388,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/WaterworldCapi1/status/1708860428120363314"},"1712341825045004317":{"id":"1712341825045004317","date":"2023-10-12 05:37:59","author":"🅰️LB🅰️","handle":"ALBACapMgmt","text":"Beta...is akin to cancer in this game....but let's not pretend...in the very short term it can be your friend...and if you can't embrace that you are probably running a \"pure alpha\" strategy with zero yachts","hashtags":[],"conv":"1712341825045004317","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":21,"retweets":0,"replies":3,"quotes":0,"views":2714,"bookmarks":1,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/ALBACapMgmt/status/1712341825045004317"},"1806319807559585940":{"id":"1806319807559585940","date":"2024-06-27 13:32:56","author":"david","handle":"sdav1986","text":"SG equity derivatives call, you have vol traders talking macro… so ridiculous starting to look like these phoney X accounts who LARP as expert in anything","hashtags":[],"conv":"1806319807559585940","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":20,"retweets":0,"replies":3,"quotes":0,"views":1089,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/sdav1986/status/1806319807559585940"},"1746603786250953204":{"id":"1746603786250953204","date":"2024-01-14 18:42:47","author":"Kris Sidial🇺🇸","handle":"Ksidiii","text":"This is spot on. I am biased because this embodies our exact investment philosophy: doing repeatable things that make small money in normal markets, mixed with things that yield large returns (convexity) in abnormal markets. This gives up some short-term base hits for long-term home runs.\n\nAlmost every successful derivatives market-making business has followed this principle, mainly because everyone knows that volatility is inevitable. It doesn’t take a genius to know that every few years, volatility will present outsized moves of large opportunity \n(e.g., 2008, 2012, 2015, 2018, 2020).\n\nThe problem is that behaviorally, most investors have a herding mentality, misguided by emotions. They see the guy across the road making 15% a year and feel the need to match that. So, instead of generating 10% a year with the chance of making 100% in abnormal years, they seek investments that will make 15% a year but lose 20% in abnormal years. Instant gratification soothes us as humans, so why should we expect anything different from the masses? \n\nHistory books will write about what transpired in 2021. We watched large pensions and foundations break their standard due diligence process due to FOMO in the crypto market. The script couldn’t be more perfect, as they bought near the exact top. But when given the opportunity to buy at lower prices years earlier (or even recently), nobody wanted to touch it.\n\nIn the world of investing, the process always wins. Focus on the process and robustness, and the markets will reward your discipline over time.","hashtags":[],"conv":"1746603786250953204","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":238,"retweets":21,"replies":8,"quotes":3,"views":63298,"bookmarks":149,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/Ksidiii/status/1746603786250953204"},"1796285491442057468":{"id":"1796285491442057468","date":"2024-05-30 21:00:09","author":"Cluseau Investments","handle":"blondesnmoney","text":"im looking for a girl in finance\nregional banks\n5'10\ngreeneyes","hashtags":[],"conv":"1796285491442057468","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":168,"retweets":5,"replies":9,"quotes":1,"views":56418,"bookmarks":8,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/blondesnmoney/status/1796285491442057468"},"1802965578681860130":{"id":"1802965578681860130","date":"2024-06-18 07:24:26","author":"cephalopodshop","handle":"macrocephalopod","text":"I'm hearing that the dispersion trade is going to blow up the market.","hashtags":[],"conv":"1802965578681860130","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":159,"retweets":4,"replies":27,"quotes":1,"views":36347,"bookmarks":10,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/macrocephalopod/status/1802965578681860130"},"1794720777855791201":{"id":"1794720777855791201","date":"2024-05-26 13:22:32","author":"Noel Smith","handle":"NoelSmith","text":"Dispersion crowding? I spoke with the reporter/author of this article when she was researching the story and gave her my 2¢. https://www.bloomberg.com/news/articles/2024-05-24/booming-hedge-fund-options-trade-risks-getting-crushed-by-crowds?embedded-checkout=true","hashtags":[],"conv":"1794720777855791201","reply_id":"","quote_id":"1794768427443241398","retweet_id":"","reply_to":"","likes":44,"retweets":5,"replies":3,"quotes":2,"views":87146,"bookmarks":36,"media":["1794720777855791201_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/NoelSmith/status/1794720777855791201"},"1735026907236663676":{"id":"1735026907236663676","date":"2023-12-13 20:00:24","author":"Andy Constan","handle":"dampedspring","text":"I am wrong.  If you feel the need to rub it in. Go ahead.","hashtags":[],"conv":"1735026907236663676","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1395,"retweets":14,"replies":375,"quotes":25,"views":426947,"bookmarks":37,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/dampedspring/status/1735026907236663676"},"1580820589077442560":{"id":"1580820589077442560","date":"2022-10-14 07:19:33","author":"david","handle":"sdav1986","text":"is the “hedge fund manager” selling zero day to expiry spx options still alive after yesterday? Did the stop orders help?","hashtags":[],"conv":"1580820589077442560","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":2,"quotes":0,"views":0,"bookmarks":1,"media":["1580820589077442560_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/sdav1986/status/1580820589077442560"},"1802228553683202234":{"id":"1802228553683202234","date":"2024-06-16 06:35:45","author":"Colin Lancaster","handle":"ColinLancaster","text":"Bit of carnage out there as carry getting nuked, European divs smoked, and first wobbles in RV land. Let’s see if things stabilize next week.","hashtags":[],"conv":"1802228553683202234","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":22,"retweets":0,"replies":2,"quotes":0,"views":2014,"bookmarks":1,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/ColinLancaster/status/1802228553683202234"},"1802067650127757435":{"id":"1802067650127757435","date":"2024-06-15 19:56:23","author":"Andy Constan","handle":"dampedspring","text":"Lots of big estimates for upside (and downside) of the SPX index yet options on single names and index options are price as if stocks are essentially uncorrelated to each other which would suggest a year of George not just a summer.  I think not.  Traded dispersion for a long time and this is ridiculous","hashtags":[],"conv":"1802067650127757435","reply_id":"","quote_id":"1802072086023647614","retweet_id":"","reply_to":"","likes":122,"retweets":9,"replies":29,"quotes":4,"views":132893,"bookmarks":60,"media":["1802067650127757435_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/dampedspring/status/1802067650127757435"},"1730669580496846861":{"id":"1730669580496846861","date":"2023-12-01 19:25:56","author":"Vinny Daniel","handle":"Vinny_Daniel0","text":"The older I get the more I think Brooklyn > Manhattan for a multitude of reasons.","hashtags":[],"conv":"1730669580496846861","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":63,"retweets":2,"replies":13,"quotes":1,"views":25808,"bookmarks":5,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/Vinny_Daniel0/status/1730669580496846861"},"1814366207849669099":{"id":"1814366207849669099","date":"2024-07-19 18:26:27","author":"Jim Carroll","handle":"vixologist","text":"Another view of the volatility term structure. With the air coming out of equities the last couple of days, $VIX9D still below $VIX.","hashtags":[],"conv":"1814366207849669099","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":40,"retweets":2,"replies":4,"quotes":2,"views":4424,"bookmarks":7,"media":["1814366207849669099_1.png"],"has_video":false,"own":false,"url":"https://twitter.com/vixologist/status/1814366207849669099"},"1709330440803226047":{"id":"1709330440803226047","date":"2023-10-03 22:11:49","author":"Kris Sidial🇺🇸","handle":"Ksidiii","text":"Investors are used to seeing Vols collapse immediately on a market rally after a selloff. However, the $SPX and $VIX surface dynamics start changing around here. \n\nVols tend to get stickier and are more reactive to spot moves around here. It’s very reasonable to believe Vols will come in on a market rally. But don’t be surprised if we see the market put in a fast rally and Vols don’t collapse at the same rate we saw all year. To get that type of vol collapse, the market will need to prove its stability, not just bouncing.","hashtags":[],"conv":"1709330440803226047","reply_id":"","quote_id":"1709946106870923322","retweet_id":"","reply_to":"","likes":267,"retweets":22,"replies":11,"quotes":5,"views":137897,"bookmarks":44,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/Ksidiii/status/1709330440803226047"},"1750349685670252711":{"id":"1750349685670252711","date":"2024-01-25 02:47:39","author":"Kris Sidial🇺🇸","handle":"Ksidiii","text":"Most RV vol guys are seeing three big things right now. \n\n1) Trading the basis between variance ($VIX) and forward S&P vol is quite stretched. \n\n2) Skew is flat as can be, nobody wants to own it due to underperformance. \n\n3) Tail-selling is back in large size. Locally that part of the surface (sub five delta) on anything under 90 days has been pushed to the ground. \n\nThis can go on for longer, but eventually the music stops and you have to pay the piper 🎶 🎼","hashtags":[],"conv":"1750349685670252711","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":270,"retweets":24,"replies":19,"quotes":3,"views":56027,"bookmarks":104,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/Ksidiii/status/1750349685670252711"},"1715104352199700953":{"id":"1715104352199700953","date":"2023-10-19 20:35:17","author":"Double Chin Capital","handle":"OffTheRunTrades","text":"Some of you guys mustve had monster days today.","hashtags":[],"conv":"1715104352199700953","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":82,"retweets":2,"replies":16,"quotes":0,"views":13749,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/OffTheRunTrades/status/1715104352199700953"},"1653256408509616129":{"id":"1653256408509616129","date":"2023-05-02 04:33:38","author":"Shit Management Says","handle":"ShitMgmtSays","text":"I have zero sympathy here. Maybe every pre-revenue startup guy doesn’t get to buy a house if he has two dollars in cash at the bank & two years of work experience\n\nAlso implies renting is for the poors or something\n\nEntitlement just seeps out of every pore from these tech bros","hashtags":[],"conv":"1653256408509616129","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":491,"retweets":28,"replies":28,"quotes":5,"views":75256,"bookmarks":10,"media":["1653256408509616129_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/ShitMgmtSays/status/1653256408509616129"},"1699704074034110693":{"id":"1699704074034110693","date":"2023-09-07 08:40:04","author":"Anyon","handle":"AnyonCurve","text":"Going to get this Tweet in as some fanatics go to sleep and before the real fanatics wake up...\n\nRelative growth between 2024-2030 belongs to China VIS-A-VIS the English speaking world.","hashtags":[],"conv":"1699704074034110693","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":6,"retweets":0,"replies":3,"quotes":0,"views":966,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/AnyonCurve/status/1699704074034110693"},"1814789354562142458":{"id":"1814789354562142458","date":"2024-07-20 22:27:53","author":"Senior Ape","handle":"SeniorApe01","text":"Does anyone know what happens if China invades Taiwan…? Obvi global Econ gets crushed. But would something like KWEB move down over 30% in a day?","hashtags":[],"conv":"1814789354562142458","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1,"retweets":0,"replies":3,"quotes":0,"views":469,"bookmarks":1,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/SeniorApe01/status/1814789354562142458"},"1933597104791752995":{"id":"1933597104791752995","date":"2025-06-13 18:47:28","author":"Z","handle":"ZeeContrarian1","text":"90% of people will spend the weekend agitated—wondering what happens next and if their portfolio is safe.\nThe other 10%—those who opened this trade below—will be wondering how much money they’re about to make.\n\nGot $VIX?","hashtags":[],"conv":"1933597104791752995","reply_id":"","quote_id":"1933603650875895928","retweet_id":"","reply_to":"","likes":147,"retweets":2,"replies":34,"quotes":1,"views":98355,"bookmarks":30,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/ZeeContrarian1/status/1933597104791752995"},"1692191787647918251":{"id":"1692191787647918251","date":"2023-08-17 15:08:56","author":"david","handle":"sdav1986","text":"LMAO I was having a coffee with a person running an equity derivatives book for one of the multi strat shops. Claim: « In my team we don’t run any strategy showing a sharpe ratio less than 3 ». Oh dear. It gives you a sense for the level of actual understanding/sophistication.","hashtags":[],"conv":"1692191787647918251","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":16,"retweets":0,"replies":7,"quotes":0,"views":1468,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/sdav1986/status/1692191787647918251"},"1706325260486799746":{"id":"1706325260486799746","date":"2023-09-25 15:10:18","author":"Paulo Macro","handle":"PauloMacro","text":"It’s kind of hard not to think 1987 thoughts with the bonds doing what they’re doing. I mean, what kind of need do people have for equities at 25x+ earnings when the long end gives you 5%+ to lock in?\n\nThe only problem is positioning is well on its way to superbeared.🤷‍♂️","hashtags":[],"conv":"1706325260486799746","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":301,"retweets":11,"replies":10,"quotes":1,"views":56209,"bookmarks":16,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/PauloMacro/status/1706325260486799746"},"1694719890475864083":{"id":"1694719890475864083","date":"2023-08-24 14:34:42","author":"Anyon","handle":"AnyonCurve","text":"Signs you're talking to a fu*king idiot Pt lV:\n\n\"..We really should bulk up in xyz strategy, it made 50% last year, everyone's getting into it. I know we have no idea about it but I am sure we can hire the best talent even though we are 2 years behind the game in that strategy..\"","hashtags":[],"conv":"1694719890475864083","reply_id":"","quote_id":"1694723542976548938","retweet_id":"","reply_to":"","likes":23,"retweets":0,"replies":1,"quotes":1,"views":7164,"bookmarks":2,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/AnyonCurve/status/1694719890475864083"},"1743354709958639718":{"id":"1743354709958639718","date":"2024-01-05 19:32:07","author":"Camille","handle":"camlperr","text":"\"Heavy dose of leverage.\" My kind of guy! Anybody know if he's hiring?","hashtags":[],"conv":"1743354709958639718","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":52,"retweets":0,"replies":6,"quotes":1,"views":13625,"bookmarks":11,"media":["1743354709958639718_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/camlperr/status/1743354709958639718"},"1751364954806947957":{"id":"1751364954806947957","date":"2024-01-27 22:01:58","author":"david","handle":"sdav1986","text":"","hashtags":[],"conv":"1751364954806947957","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":1,"quotes":0,"views":575,"bookmarks":4,"media":["1751364954806947957_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/sdav1986/status/1751364954806947957"},"1735398094278467896":{"id":"1735398094278467896","date":"2023-12-14 20:35:22","author":"Citrini","handle":"citrini","text":"$EXR +12.5% in the past two days\n\ngonna need extra space storage…for those gains","hashtags":[],"conv":"1735398094278467896","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":30,"retweets":1,"replies":4,"quotes":0,"views":22683,"bookmarks":3,"media":["1735398094278467896_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/citrini/status/1735398094278467896"},"1811767063192518758":{"id":"1811767063192518758","date":"2024-07-12 14:18:23","author":"Fernando","handle":"fernandowavesfx","text":"Retracement done next 100 pts drop.","hashtags":[],"conv":"1811767063192518758","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":128,"retweets":8,"replies":69,"quotes":6,"views":52464,"bookmarks":7,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/fernandowavesfx/status/1811767063192518758"},"1794067528655794637":{"id":"1794067528655794637","date":"2024-05-24 18:06:45","author":"Mark Gutman","handle":"MarkGutman9","text":"Apparently there is a large-ish HF (above $30bn aum) doing Rates RV trades with 30x leverage and (basically) not a losing month in the last 5yrs or so.","hashtags":[],"conv":"1794067528655794637","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":242,"retweets":7,"replies":29,"quotes":6,"views":150541,"bookmarks":109,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/MarkGutman9/status/1794067528655794637"},"1601582923475390464":{"id":"1601582923475390464","date":"2022-12-10 14:21:39","author":"Benn Eifert 🥷🏴‍☠️","handle":"bennpeifert","text":"texts from the qvr team","hashtags":[],"conv":"1601582923475390464","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":83,"retweets":1,"replies":10,"quotes":0,"views":0,"bookmarks":4,"media":["1601582923475390464_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/bennpeifert/status/1601582923475390464"},"1758615242450366609":{"id":"1758615242450366609","date":"2024-02-16 22:12:01","author":"david","handle":"sdav1986","text":"","hashtags":[],"conv":"1758615242450366609","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":1,"quotes":0,"views":519,"bookmarks":3,"media":["1758615242450366609_1.png"],"has_video":false,"own":false,"url":"https://twitter.com/sdav1986/status/1758615242450366609"},"1783649937793720694":{"id":"1783649937793720694","date":"2024-04-26 00:10:58","author":"EconstratPB","handle":"EconstratPB","text":"It’s been a while since I’ve made the Mac.  NY cheddar + gruyere + fresh parm on top.  \n\nNutmeg is the secret ingredient.","hashtags":[],"conv":"1783649937793720694","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":69,"retweets":0,"replies":12,"quotes":1,"views":6044,"bookmarks":5,"media":["1783649937793720694_1.jpg","1783649937793720694_2.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/EconstratPB/status/1783649937793720694"},"1791775147482825058":{"id":"1791775147482825058","date":"2024-05-18 10:17:39","author":"Anyon","handle":"AnyonCurve","text":"It survive long enough, accumulate enough return, get a big enough budget- you realise the only answer you need is when to temporarily turn off your reversionary approaches in favour of momentum and how much can you pump the MM strats that underpin the Sharpe of the Pod.","hashtags":[],"conv":"1791775147482825058","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":33,"retweets":0,"replies":2,"quotes":0,"views":3753,"bookmarks":14,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/AnyonCurve/status/1791775147482825058"},"1794704920182231072":{"id":"1794704920182231072","date":"2024-05-26 12:19:31","author":"Andy Constan","handle":"dampedspring","text":"2Graybeards continues to achieve its goal of steady long only performance the portfolio has minimal long term bonds. And a healthy allocation to equities BUT most of that equity exposure is in September calls.  Vol is low why own unhedged equity longs.  Hedge or replace","hashtags":[],"conv":"1794704920182231072","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":62,"retweets":4,"replies":12,"quotes":0,"views":32865,"bookmarks":7,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/dampedspring/status/1794704920182231072"},"1712884379704300011":{"id":"1712884379704300011","date":"2023-10-13 17:33:54","author":"Double Chin Capital","handle":"OffTheRunTrades","text":"Wouldnt be surprised to see them go for the 0 DTE call rally at 2PM EST...prob today is who want to own risk into the weekend....might get a tradable bounce to short again.","hashtags":[],"conv":"1712884379704300011","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":28,"retweets":0,"replies":3,"quotes":1,"views":14119,"bookmarks":1,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/OffTheRunTrades/status/1712884379704300011"},"1794469239371272314":{"id":"1794469239371272314","date":"2024-05-25 20:43:00","author":"2 Gray Beards","handle":"2GrayBeards","text":"Week 73 is now live for members: https://2graybeards.com/current-episode/","hashtags":[],"conv":"1794469239371272314","reply_id":"","quote_id":"1794704920182231072","retweet_id":"","reply_to":"","likes":5,"retweets":0,"replies":1,"quotes":1,"views":36409,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/2GrayBeards/status/1794469239371272314"},"1802072086023647614":{"id":"1802072086023647614","date":"2024-06-15 20:14:00","author":"Andy Constan","handle":"dampedspring","text":"Volmaggedom 2.0 won't be because of structured products it will be dispersion blowing up as hedge funds realize how stupid it is to be short implied correlation at 16%. (9% for 3 months)","hashtags":[],"conv":"1802072086023647614","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":218,"retweets":26,"replies":30,"quotes":3,"views":154334,"bookmarks":122,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/dampedspring/status/1802072086023647614"},"1790030323863937490":{"id":"1790030323863937490","date":"2024-05-13 14:44:21","author":"Kris Sidial🇺🇸","handle":"Ksidiii","text":"$GME up 90% trading around a 300vol is a vol trader's dream. So many intraday pure arbs across the surface. \n\nCan't fill much size, but still lucrative for anyone with a sub $250M book. MMs so far not doing an amazing job updating quotes on screens. True arbs coming at mid on these two dollar wide markets, inside liquidity is there though. I would imagine refresh times pick up tremendously in the second half of the day.","hashtags":[],"conv":"1790030323863937490","reply_id":"","quote_id":"1791545831625015707","retweet_id":"","reply_to":"","likes":459,"retweets":14,"replies":15,"quotes":5,"views":285541,"bookmarks":226,"media":["1790030323863937490_1.png"],"has_video":false,"own":false,"url":"https://twitter.com/Ksidiii/status/1790030323863937490"},"1714649590123680043":{"id":"1714649590123680043","date":"2023-10-18 14:28:13","author":"mediocrebuysideanalyst","handle":"volisdead","text":"@SPX0DTE @eliant_capital Yes, brain damage from the last two days has been tough. sitting out the rest of the week until things clearer.","hashtags":[],"conv":"1714646549526188542","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1,"retweets":0,"replies":1,"quotes":0,"views":202,"bookmarks":0,"media":[],"has_video":false,"own":true,"url":"https://twitter.com/volisdead/status/1714649590123680043"},"1820833902086312223":{"id":"1820833902086312223","date":"2024-08-06 14:46:46","author":"david","handle":"sdav1986","text":"Condolences to those who bought VIX futures on Monday's inverted term structure.","hashtags":[],"conv":"1820833902086312223","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":15,"retweets":0,"replies":4,"quotes":0,"views":970,"bookmarks":1,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/sdav1986/status/1820833902086312223"},"1679929100943646720":{"id":"1679929100943646720","date":"2023-07-14 19:01:23","author":"Andy Constan","handle":"dampedspring","text":"Nice call zen","hashtags":[],"conv":"1679929100943646720","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":7,"retweets":1,"replies":3,"quotes":0,"views":21084,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/dampedspring/status/1679929100943646720"},"1832078729654513932":{"id":"1832078729654513932","date":"2024-09-06 15:29:42","author":"Danny Dayan","handle":"DannyDayan5","text":"A lot of smart macro guys have been saying for months the equity market is expecting too much in cuts and will be disappointed. They were ridiculed, got angry and hateful responses but they were right and deserve credit. \n\n@ces921 @BobEUnlimited @dampedspring","hashtags":[],"conv":"1832078729654513932","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":153,"retweets":3,"replies":26,"quotes":5,"views":43716,"bookmarks":8,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/DannyDayan5/status/1832078729654513932"},"1774924347209060401":{"id":"1774924347209060401","date":"2024-04-01 22:18:35","author":"Sheep of Wall Street","handle":"Biohazard3737","text":"That’s what propping the real estate market up. No supply as owners with 3% mortgages are not going to sell. Whatever is coming to market is being absorbed by people with fuck you money.\n\nThe biggest risk for residential in some areas might be somewhat lower rates as they might unlock supply and allow for price discovery.","hashtags":[],"conv":"1774924347209060401","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":88,"retweets":0,"replies":14,"quotes":0,"views":36262,"bookmarks":10,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/Biohazard3737/status/1774924347209060401"},"1870222553035468862":{"id":"1870222553035468862","date":"2024-12-20 21:39:38","author":"PaxTrader777🇺🇸","handle":"paxtrader777","text":"I got a bunch of messages from traders that have blown up this week. I hate that. The one thing they all have in common is they faded the huge moves we had. I know a lot of traders that made a ton of money fading markets-I don’t know many or any that kept it. It almost always crushes them. Don’t be a fader. Get long after it bottoms & starts up-don’t pick bottoms. Get short after it tops & starts lower-don’t pick tops. Live in the middle. You will make a lot of money. Don’t be a hero.","hashtags":[],"conv":"1870222553035468862","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":1077,"retweets":62,"replies":65,"quotes":10,"views":133792,"bookmarks":297,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/paxtrader777/status/1870222553035468862"},"1706296384813416578":{"id":"1706296384813416578","date":"2023-09-25 13:15:34","author":"Buyside Bogey","handle":"buysidebogey","text":"It's 2023 and we still have ppl on here saying \"gee I can't believe people pay $100 for lulu pants\" \n\nI don't care if you are not a consumer specialist, but you're living under a rock if you still are confused by this","hashtags":[],"conv":"1706296384813416578","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":172,"retweets":2,"replies":11,"quotes":0,"views":58750,"bookmarks":3,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/buysidebogey/status/1706296384813416578"},"1774828946796036376":{"id":"1774828946796036376","date":"2024-04-01 15:59:30","author":"Ali Wolf","handle":"AliWolfEcon","text":"1 in 3 (!) homes sold are bought by cash buyers, per Redfin","hashtags":[],"conv":"1774828946796036376","reply_id":"","quote_id":"1774924347209060401","retweet_id":"","reply_to":"","likes":174,"retweets":29,"replies":18,"quotes":15,"views":107723,"bookmarks":17,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/AliWolfEcon/status/1774828946796036376"},"1735721701558624608":{"id":"1735721701558624608","date":"2023-12-15 18:01:16","author":"Kris Sidial🇺🇸","handle":"Ksidiii","text":"Couple large $VIX Jan call buyers (100k up) causing Jan /VX to decouple a bit as dealers hedge that risk. \n\nSpot vol correlation breaks like this are common when vol is so low.","hashtags":[],"conv":"1735721701558624608","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":165,"retweets":6,"replies":12,"quotes":3,"views":30581,"bookmarks":20,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/Ksidiii/status/1735721701558624608"},"1717282033670443454":{"id":"1717282033670443454","date":"2023-10-25 20:48:37","author":"Andy Constan","handle":"dampedspring","text":"Since 7/31 QRA assets have performed poorly.  \nNext QRA Is 10/30    \nSPX -8.8%   \nNDX -8.7%     \nRTY -17.6%      \n2 Year +25BP   \n10 year +100BP      \n30 year +108BP     \nGLD  0.8%","hashtags":[],"conv":"1717282033670443454","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":195,"retweets":14,"replies":19,"quotes":0,"views":42538,"bookmarks":10,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/dampedspring/status/1717282033670443454"},"1791545831625015707":{"id":"1791545831625015707","date":"2024-05-17 19:06:26","author":"Kris Sidial🇺🇸","handle":"Ksidiii","text":"More madness across the volatility surface today, seen on $FFIE: a stock that surged by thousands of percent in just a few days, only to relinquish 80% of its gains within three hours. Trading at a 700vol, along with price-insensitive end users offering pure arb opportunities across the surface, this past week has truly been a dream for equity volatility traders.","hashtags":[],"conv":"1791545831625015707","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":77,"retweets":4,"replies":11,"quotes":0,"views":36130,"bookmarks":41,"media":["1791545831625015707_1.png"],"has_video":false,"own":false,"url":"https://twitter.com/Ksidiii/status/1791545831625015707"},"1977865641274290256":{"id":"1977865641274290256","date":"2025-10-13 22:34:50","author":"Trading Volatility","handle":"TradeVolatility","text":"$VIX whale trade this morning.\n\n$35 Calls for 19Nov expiry. \n\n186,000 contracts @ 0.84 == $15.5m in premium\n\nOpen Interest on that contract this morning was 79,110","hashtags":[],"conv":"1977865641274290256","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":111,"retweets":21,"replies":3,"quotes":1,"views":12727,"bookmarks":31,"media":["1977865641274290256_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/TradeVolatility/status/1977865641274290256"},"1916088788557742186":{"id":"1916088788557742186","date":"2025-04-26 11:15:41","author":"Bill Ackman","handle":"BillAckman","text":"Some have suggested that because China takes a very long-term view, China can ‘win’ a trade war with the U.S. which, according to the conventional view, is a much shorter-term player than China. \n\nThe problem with this assessment is that the longer the tariffs persist, the more rapidly every company that has a supply chain based in China relocates it to India, Vietnam, Mexico, the U.S. or some other country. \n\nChina has to understand this dynamic, which is why it should be highly incentivized to make a trade deal as quickly as possible.  Unless it is clear that a company can continue to source from China on economically viable terms, it must leave the country. \n\nThe longer high tariffs persist, the greater the likelihood that no company can be confident it can rely on China for sourcing or production over the long term. This is true for US and non-US companies. As a long-term player, China must understand this dynamic. \n\nThe China tariffs are very damaging in the short term to companies that rely on China for a large percentage of their goods or for parts to make their products. This is particularly true for small companies who don’t have the wherewithal to weather the storm. If the tariffs were to persist, our government could provide loans to help companies manage their transitions out of China, but I don’t think this will be necessary. \n\nThe tariffs are similarly damaging for medium-size and large businesses, but their greater financial resources allow them to better manage the tariff burden until they can relocate production outside of China. \n\nIn light of the above, both China and the U.S. are highly incentivized to take the tariffs down to more reasonable levels — say 10% to 20% — as quickly as possible. The only thing stopping the reduction in tariffs to a more sensible level is the fear on the part of both countries’ leadership of looking weak.\n\nA pause, however, would not be a sign of weakness because it requires both countries to take down their tariffs. It is just common sense. \n\nBoth countries know that the 145% tariffs have to come down now. They are just trying to manage the diplomacy in such a manner to make clear that it is a mutual decision as opposed to one country ‘going first’.\n\nSo let’s imagine the U.S. and China agree to a 180-day pause to allow for negotiations to take place.\n\nOnce the pause is announced, China would be highly incentivized to make a deal as quickly as possible, whereas we have time on our side. This is true because the longer the tariffs persist, the greater the reputational damage to China as a reliable country in which to do business, and therefore the higher the probability that US and non-US companies will leave. \n\nA lower level of tariffs in the short term will enable companies to better manage the transition out of China. It is a near certainty they will leave unless and until a new and highly favorable deal is made with China. Even then, no company will be confident it can rely on China for a major portion of its supply chain. That cake is already baked. \n\nThere is no board of directors or management team who will ever again feel comfortable relying on China for a major portion of their supply chain. The damage has been done. \n\nThe only hope for China as a place to do business is for China to immediately come to the table and make a deal which provides permanent commitments addressing IP theft, forced technology transfer, market access restrictions, tariffs, and other barriers to doing business in China. \n\nIf instead China stubbornly decides to hold out and not negotiate due to pride or other emotional issues, China will suffer that much more severe and permanent economic consequences. In China holds out, I expect we will launch a loan program to enable US companies to better manage the exit from China. \n\nTime is the friend of the US and the enemy of China’s in this negotiation. \n\nA pause and negotiations should therefore begin soon. \n\nTell me why I am wrong.","hashtags":[],"conv":"1916088788557742186","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8145,"retweets":1394,"replies":2581,"quotes":428,"views":4993669,"bookmarks":2010,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/BillAckman/status/1916088788557742186"},"1821896825747730522":{"id":"1821896825747730522","date":"2024-08-09 13:10:27","author":"david","handle":"sdav1986","text":"The only remarkable thing about this week was doom and gloom traders taking a victory lap on a VIX misprint before the open on Monday. That's it.","hashtags":[],"conv":"1821896825747730522","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":24,"retweets":0,"replies":5,"quotes":0,"views":656,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/sdav1986/status/1821896825747730522"},"1802102931715702939":{"id":"1802102931715702939","date":"2024-06-15 22:16:35","author":"The Boston View","handle":"TheBostonView","text":"Been having this discussion all week, with a friend. \n\nMy take: climbing aboard the R2K train \"before it takes off b/c it must, right?\" has been a big, trailing consensus.\n\nAnd yes, the analogy is eerie to the big Grantham/Montier idea circa 2010 that EM > DM was fated to win.","hashtags":[],"conv":"1802102931715702939","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":3,"retweets":0,"replies":1,"quotes":0,"views":814,"bookmarks":1,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/TheBostonView/status/1802102931715702939"},"1820934783142072782":{"id":"1820934783142072782","date":"2024-08-06 21:27:38","author":"Jim Carroll","handle":"vixologist","text":"Less broke but still broke. Be careful out there.","hashtags":[],"conv":"1820934783142072782","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":63,"retweets":6,"replies":2,"quotes":3,"views":12490,"bookmarks":6,"media":["1820934783142072782_1.png"],"has_video":false,"own":false,"url":"https://twitter.com/vixologist/status/1820934783142072782"},"1933603650875895928":{"id":"1933603650875895928","date":"2025-06-13 19:13:29","author":"VolSignals","handle":"VolSignals","text":"this is one of the worst trades you can make as a retail trader\n\nvery irresponsible to not fly off the top of this structure.","hashtags":[],"conv":"1933603650875895928","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":152,"retweets":0,"replies":20,"quotes":1,"views":60467,"bookmarks":47,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/VolSignals/status/1933603650875895928"},"1731054168394059806":{"id":"1731054168394059806","date":"2023-12-02 20:54:09","author":"david","handle":"sdav1986","text":"Last year „volanomaly“, and this year?","hashtags":[],"conv":"1731054168394059806","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":3,"quotes":0,"views":423,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/sdav1986/status/1731054168394059806"},"1710271942803009588":{"id":"1710271942803009588","date":"2023-10-06 12:33:01","author":"Admiral Waterworld","handle":"WaterworldCapi1","text":"It's so over.","hashtags":[],"conv":"1710271942803009588","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":10,"retweets":0,"replies":6,"quotes":0,"views":1468,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/WaterworldCapi1/status/1710271942803009588"},"1577444202690056192":{"id":"1577444202690056192","date":"2022-10-04 23:43:00","author":"Vaughn der Quant","handle":"gr8fultrading","text":"some have been saying this for months (⁦@SqueezeMetrics⁩ ⁦@jam_croissant⁩ )\n\nwhile others just figured it out (nameless)","hashtags":[],"conv":"1577444202690056192","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":63,"retweets":1,"replies":11,"quotes":0,"views":0,"bookmarks":7,"media":["1577444202690056192_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/gr8fultrading/status/1577444202690056192"},"1800249558779531689":{"id":"1800249558779531689","date":"2024-06-10 19:31:56","author":"Citrini","handle":"citrini","text":"the “most finance bottle of wine” courtesy of @notquite","hashtags":[],"conv":"1800249558779531689","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":139,"retweets":0,"replies":18,"quotes":3,"views":20554,"bookmarks":6,"media":["1800249558779531689_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/citrini/status/1800249558779531689"},"1739014093699244145":{"id":"1739014093699244145","date":"2023-12-24 20:04:03","author":"Camille","handle":"camlperr","text":"Favorite NYC bars: Double Chicken Please, Attaboy, Employees Only, Ivory Peacock, Death & Co, Jadis, Burp Castle, Bathtub Gin, Do Not Disturb. Not a fan of Katana Kitten, Amor y Amargo, Dear Irving.\n\nWhat am I missing?","hashtags":[],"conv":"1739014093699244145","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":31,"retweets":0,"replies":15,"quotes":0,"views":7624,"bookmarks":40,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/camlperr/status/1739014093699244145"},"1516790778147877170":{"id":"1516790778147877170","date":"2022-04-20 14:47:56","author":"Kevin Muir","handle":"kevinmuir","text":"Hey option folks\n\nI know different brokers have various cut off times for option exercises, but what if the official clearinghouse cuttoff?\n\nA QQQ put that expires tonight, what's latest that an exercise can be submitted?\n\nI'm assuming Citadel arbs this down to the final moment.","hashtags":[],"conv":"1516790778147877170","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":11,"retweets":0,"replies":8,"quotes":0,"views":0,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/kevinmuir/status/1516790778147877170"},"1699348604182302821":{"id":"1699348604182302821","date":"2023-09-06 09:07:34","author":"Anyon","handle":"AnyonCurve","text":"","hashtags":[],"conv":"1699348604182302821","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":54,"retweets":1,"replies":7,"quotes":1,"views":3556,"bookmarks":3,"media":["1699348604182302821_1.png"],"has_video":false,"own":false,"url":"https://twitter.com/AnyonCurve/status/1699348604182302821"},"1768693377783001252":{"id":"1768693377783001252","date":"2024-03-15 17:38:56","author":"Camille","handle":"camlperr","text":"paging @Mike_Hunt_Sr to ask if it’s time to short vol yet 🫣","hashtags":[],"conv":"1768693377783001252","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":11,"retweets":0,"replies":4,"quotes":0,"views":2608,"bookmarks":1,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/camlperr/status/1768693377783001252"},"1712876852849586423":{"id":"1712876852849586423","date":"2023-10-13 17:04:00","author":"Michael Hunt","handle":"Mike_Hunt_Sr","text":"Index vols masked by correlations not realizing, single stock vol well above 2014-2020 period (esp larger mkt cap). Single stock still close to 2020-2022 levels, yet index went back to 2014-2020 lows...","hashtags":[],"conv":"1712876852849586423","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":13,"retweets":0,"replies":5,"quotes":0,"views":1595,"bookmarks":1,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/Mike_Hunt_Sr/status/1712876852849586423"},"1699568860377301214":{"id":"1699568860377301214","date":"2023-09-06 23:42:47","author":"dalibali","handle":"dalibali2","text":"Huawei Mate60 is a big overnight hit with homegrown chips and iphones get banned from govt devices. Imagine if they had a full semi supply chain to work with.","hashtags":[],"conv":"1699568860377301214","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":8,"retweets":0,"replies":4,"quotes":0,"views":2857,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/dalibali2/status/1699568860377301214"},"1813397477933908344":{"id":"1813397477933908344","date":"2024-07-17 02:17:04","author":"Kris Sidial🇺🇸","handle":"Ksidiii","text":"Nomura writing about the changing spot vol beta in $VIX \n\nWe wrote about this back in Dec 2022 in case anyone is interested in this phenomenon. \n\nTLDR: The historically low spot vol beta we are seeing now will eventually be followed by historically high spot vol beta. \n\nhttps://www.ambrusgroup.com/research","hashtags":[],"conv":"1813397477933908344","reply_id":"","quote_id":"1814280293164917216","retweet_id":"","reply_to":"","likes":257,"retweets":31,"replies":9,"quotes":6,"views":117458,"bookmarks":213,"media":["1813397477933908344_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/Ksidiii/status/1813397477933908344"},"1709946106870923322":{"id":"1709946106870923322","date":"2023-10-05 14:58:15","author":"Kris Sidial🇺🇸","handle":"Ksidiii","text":"Following back on this post:\n\nThe chances that we get a catalyst about some knock on effect from the move in rates are slim. \n\nHowever, if something does go off, equity vol will perform insanely strong. Contrary to what we have grown accustomed to seeing over the last three years. \n\nFor years investors have been able to close their eyes and sell vol. It’s worked so well it has people actually believing nonsense takes like “ $VIX is broken”. \n\nFlow has been rewarded time and time again by aggressively piling into short vol trades, the last few days are great examples of this. But it’s a tale that’s as old as time. A new generation will learn first hand how deadly it can be shorting variance and how convexity during a handful of moments can destroy years worth of P&L. \n\nIt may not be today or next month, but the crowdedness of the passive short vol trade is something that continues to present a real hazard to the market.","hashtags":[],"conv":"1709946106870923322","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":173,"retweets":22,"replies":16,"quotes":6,"views":92966,"bookmarks":31,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/Ksidiii/status/1709946106870923322"},"1694723542976548938":{"id":"1694723542976548938","date":"2023-08-24 14:49:13","author":"Anyon","handle":"AnyonCurve","text":"Signs you're talking to a fu*king idiot Pt V:\n\n\"...I know he comes from the sales desk at Goldman but he has seen a lot of flow go through the desk and I think that will make him a good PM. - And he is mates with *****************...\"","hashtags":[],"conv":"1694723542976548938","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":45,"retweets":0,"replies":4,"quotes":1,"views":6799,"bookmarks":2,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/AnyonCurve/status/1694723542976548938"},"1789046215234986359":{"id":"1789046215234986359","date":"2024-05-10 21:33:51","author":"Connor Haley","handle":"AltaFoxCapital","text":"It amazes me how many people in this industry enjoy tearing down others by either minimizing someone's success or (even worse) kicking someone when they are down. I try to genuinely root for the good guys to succeed and be helpful when possible. It's a happier way to live!","hashtags":[],"conv":"1789046215234986359","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":281,"retweets":10,"replies":11,"quotes":0,"views":33960,"bookmarks":9,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/AltaFoxCapital/status/1789046215234986359"},"1759932395329843365":{"id":"1759932395329843365","date":"2024-02-20 13:25:55","author":"Kris Sidial🇺🇸","handle":"Ksidiii","text":"/VX vol sticky and carrying well because they want to price the future like it has 1 day till expiration, despite it expiring in a whole month. \n\n(Screen shot from yesterday before /ES started selling)","hashtags":[],"conv":"1759932395329843365","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":93,"retweets":6,"replies":10,"quotes":0,"views":16391,"bookmarks":19,"media":["1759932395329843365_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/Ksidiii/status/1759932395329843365"},"1808486102493225205":{"id":"1808486102493225205","date":"2024-07-03 13:01:01","author":"Kris Sidial🇺🇸","handle":"Ksidiii","text":"Every election cycle, some folks get a bit confused about how the derivatives market prices risk in some areas of the term structure.\n\nIf we look at the VIX term structure, we see a kink in the October line. It can be confusing for some because the October line expires BEFORE the election. So, why is the term structure expressing this elevated risk premium? Shouldn't November contain the elevated premium?\n\nKeep in mind that the October future converges onto spot VIX at the time, which is a measure of 30-day forward S&P volatility. That 30-day forward weighting does indeed capture the election cycle. So, ultimately, the October future will trade in line with what the expected 30-day forward weighting will be.\n\nIf we look back at the last election cycle, the term structure was priced accordingly (October 2020 circled in red).","hashtags":[],"conv":"1808486102493225205","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":210,"retweets":18,"replies":13,"quotes":0,"views":27968,"bookmarks":119,"media":["1808486102493225205_1.png","1808486102493225205_2.png"],"has_video":false,"own":false,"url":"https://twitter.com/Ksidiii/status/1808486102493225205"},"1692537207108583625":{"id":"1692537207108583625","date":"2023-08-18 14:01:30","author":"Admiral Waterworld","handle":"WaterworldCapi1","text":"Sup w/ $META today?","hashtags":[],"conv":"1692537207108583625","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":2,"retweets":0,"replies":1,"quotes":0,"views":1143,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/WaterworldCapi1/status/1692537207108583625"},"1770083179644240378":{"id":"1770083179644240378","date":"2024-03-19 13:41:31","author":"Daniel A. Saedi (DataManDan)","handle":"TheRealDanSaedi","text":"Absolutely, 4 years ago to this day we had just lost billions of dollars I was staying up late alone trying to figure out manually which banks were fine and which weren’t (they were all fine thanks JP) and was genuinely concerned for my overall safety","hashtags":[],"conv":"1770083179644240378","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":9,"retweets":0,"replies":2,"quotes":0,"views":2599,"bookmarks":0,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/TheRealDanSaedi/status/1770083179644240378"},"1678792119094509568":{"id":"1678792119094509568","date":"2023-07-11 15:43:26","author":"Heisenberg","handle":"Mr_Derivatives","text":"$ATVI \n\nWE DID IT BOYS.\n\nWe finally did it.","hashtags":[],"conv":"1678792119094509568","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":32,"retweets":2,"replies":7,"quotes":0,"views":14150,"bookmarks":1,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/Mr_Derivatives/status/1678792119094509568"},"1820415965420499439":{"id":"1820415965420499439","date":"2024-08-05 11:06:02","author":"Jim Carroll","handle":"vixologist","text":"Condolences to those who shorted vol on Friday's \"fade\"","hashtags":[],"conv":"1820415965420499439","reply_id":"","quote_id":"1820833902086312223","retweet_id":"","reply_to":"","likes":37,"retweets":1,"replies":2,"quotes":1,"views":3671,"bookmarks":1,"media":["1820415965420499439_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/vixologist/status/1820415965420499439"},"1814280293164917216":{"id":"1814280293164917216","date":"2024-07-19 12:45:04","author":"Kris Sidial🇺🇸","handle":"Ksidiii","text":"At Ambrus, we feel confident that during the next Vol spike, we will surpass the highest spot-vol beta levels we have ever experienced. \n\nThe evolving derivatives market over the last 4 years have added a factor of reflexivity and velocity in Vol that has not been seen before. \n\nThis is due to the increasing derivative volume/OI, along with the pent up short Vega from yield products in the U.S equity market.","hashtags":[],"conv":"1814280293164917216","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":259,"retweets":34,"replies":19,"quotes":8,"views":58812,"bookmarks":143,"media":["1814280293164917216_1.jpg","1814280293164917216_2.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/Ksidiii/status/1814280293164917216"},"1769743476067828197":{"id":"1769743476067828197","date":"2024-03-18 15:11:39","author":"Commentary Donald J. Trump Posts From Truth Social","handle":"TrumpDailyPosts","text":"ARE YOU BETTER OFF THAN YOU WERE FOUR YEARS AGO?\n\nDonald Trump Truth Social 07:58 AM EST 3/18/24","hashtags":[],"conv":"1769743476067828197","reply_id":"","quote_id":"1770083179644240378","retweet_id":"","reply_to":"","likes":3316,"retweets":714,"replies":3687,"quotes":787,"views":3309962,"bookmarks":51,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/TrumpDailyPosts/status/1769743476067828197"},"1751371825106354344":{"id":"1751371825106354344","date":"2024-01-27 22:29:16","author":"Andy Constan","handle":"dampedspring","text":"How many Presidential election years have you been a professional investor/trader/PM/market maker?  For me it's been 9 over 36 years.  It's never been relevant to my success or the economic or market outcomes.  Why this year?","hashtags":[],"conv":"1751371825106354344","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":343,"retweets":11,"replies":91,"quotes":3,"views":131606,"bookmarks":22,"media":[],"has_video":false,"own":false,"url":"https://twitter.com/dampedspring/status/1751371825106354344"},"1915743365104095250":{"id":"1915743365104095250","date":"2025-04-25 12:23:05","author":"US Homeland Security News","handle":"defense_civil25","text":"🚨Update: Apple plans to shift all US-bound iPhone production to India by next year, reports FT—accelerating pivot from China amid supply chain diversification. Major win for 'Make in India,' potential blow to Beijing.","hashtags":[],"conv":"1915743365104095250","reply_id":"","quote_id":"1916088788557742186","retweet_id":"","reply_to":"","likes":1493,"retweets":339,"replies":135,"quotes":72,"views":2246880,"bookmarks":90,"media":["1915743365104095250_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/defense_civil25/status/1915743365104095250"},"1745419453532139955":{"id":"1745419453532139955","date":"2024-01-11 12:16:40","author":"david","handle":"sdav1986","text":"Interesting comments on Russell versus SPX vol","hashtags":[],"conv":"1745419453532139955","reply_id":"","quote_id":"","retweet_id":"","reply_to":"","likes":11,"retweets":0,"replies":3,"quotes":0,"views":635,"bookmarks":3,"media":["1745419453532139955_1.jpg"],"has_video":false,"own":false,"url":"https://twitter.com/sdav1986/status/1745419453532139955"},"1821242319397687428":{"id":"1821242319397687428","date":"2024-08-07 17:49:40","author":"Kris Sidial🇺🇸","handle":"Ksidiii","text":"Just to be clear, the short-vol trade still has not capitulated. That flow is still active and very aggressive, as large footprints continue to show up as of yesterday and today.\n\nTo our knowledge, only two smaller desks have been carted off. The Vega rotated on the street over the last three trading days is still a blip compared to how much Vega was short going into the start of the month.\n\nYou don’t see VIX futures collapsing by 15 vol points in less than 48 hours if the short-vol trade has blown out. Such a collapse would occur much more gradually. What you are witnessing right now is a doubling down of positions, not the aftermath of a 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