Earnings I'm watching week of 8/12
ON running, Monday, Alibaba, JD, Cisco and Starbucks
This week will be interesting. The short vol trade is pressing hard right now to keep the margin calls away, and since last Monday they’ve been mostly successful. If there’s any vol spikes by Friday (opex) or when vixperation (next Wednesday the 21st) it could mean a longer period of structurally higher vol, massive margin calls, and the start of a deep…
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