1/x As we’ve been calling for since Nov, today we finally got our 2 ‘Georgia Peaches’🍑 precisely on schedule, as we’ve called for since Aug, & the underlying rotation has confirmed now for months, this matters. This is a historic turning point. It matters not only https://t.co/BFxKGrI1Oo

1/x Vanna is back & ready to turn back on the charm! Overnight the market hit our weeklong target of **3705 and pulled back... We were able to take profits & play for a bit of morning digestion. It’s been a nice +3.5% in a week w/a few extra scalps along the way...But the best

2/x part has been the gift of Vol compression, which along w/ short Vol profits, has given us significant calendar expansion & dispersion opps, as predicted. I expect this to continue this week as well, as Ivol oversupply should continue to be the dominant force until 12/11.This,

3/x paired w/ the significantly increasing Vanna & Charm flows, will make it hard for any decline until 12/14 to catch meaningful momentum. This said, the narrowing of 20 day RVol as well as the 2 stddev of the 20 day just overhead should cap any rallies, given the dramatically

4/x overextended retail (8-day SMA of P/C equity is the lowest in 20 years) & institutional positioning. This push/pull, should ultimately keep the market fairly pinned this week...Jan 8th call’s on back are incredibly cheap w/ a GA runoff event straddle of only $55, which given

5/x the potential macro-cyclical consequences of the next 2 years of fiscal stimulus seems absurd...& In terms of a more short term trade,Tesla Vol is either too high or 12/18 on back calendar spreads in the SPX are too low, as there’s no premium being priced in for the inclusion

1/x ‘Twas the night before Christmas & all through the market not an order was stirring not even for $TGT.
The bonuses were entered into payroll with care,
In hopes that next year would bring a similar fare;
The Bulls were nestled all snug in their beds;

2/x While visions of $TSLA danced in their heads;
& Biden in his Covid mask, & Powell with his still flowing money tap,
Had just settled their brains for a long winter's nap,
When out on the screen there arose such a clatter,
All sprang from their beds to see what was the matter.

3/x Away to their monitors they flew like a flash,
Tore open their Bloombergs & threw up the dash(board).
The S. Claus rally in markets, that all of us know,
Paired w/vaccine reopening, Gave a bid to the market, leaving old prices below,
When what to their wondering👀 did appear?

4/x But a Georgia runoff rushing up to them with complacency, not fear...
With once reliable Vanna flows no longer lively & quick,
They knew in a moment the markets might get quite sick...
Unexpected, 2 Georgia Dem peaches into Congress they came,

5/x Whistling & shouting they called for more fiscal, ‘CARES Too’ its new name:
"Now, Healthcare! Now, Infrastructure! Now Green Energy & Protectionism!
On, Labor rights! on, Minimum Wage! on, Basic Income & Populism!
To middle class households, To the poorest of them all!

1/x The window we have been targeting for 2 months has officially opened... i Can not imagine a more textbook display of the power of Vanna at expiration as we saw on Friday. The capital building was overrun by an insurrection, but all that that meant was a bigger late day rally.

2/x that ended at ATH on the close. Between Gary the 🦍 & his RVol suppression & his hand off to late day Ivol compression & the Vanna index bid, the 🐻’s never had a chance... but Gary’s getting tired after 2 months battling complacency & Vanna’s 2 week vacation, 1 of her only

3/x 2 week departures of the year (a 5 week OpEx) is quickly approaching on 1/15 morning. That means she’ll be increasingly absent as she prepares for her trip. W/ a $59 1 week straddle & $50 1 day range on Friday, & another $30 overnight drop, it’s hard to see why you wouldn’t

4/x want to take a chance on a little long gamma at this juncture. Especially given the obvious warning signs coming from the steepening of the yield curve, underperformance of the Growth complex, complacency in sentiment & positioning, anecdotal signs of bubbles in BTC & TSLA,

5/x NTM the growing exuberance surrounding a fiscal stimulus deal near $2 Trillion. The wall of worry of 3 months ago is gone. The vaccine is being deployed, the election is resolved, fiscal stimulus was passed & w/2 Georgia 🍑 🍑, ever moar 🚁💰is on the way. But what happened

4/x keepers are calling in the Fed(s) (Fed/sec) for some help getting the animals back under control, so they can feed Gary & get the zoo back under control. As they are likely giving guidance to the brokers to get this under control, as every major retail broker seems to be

5/x restricting trading in the short squeeze names to closing only. The Wheel of Fortune has a taping on Fri & w/out Gary at his best the show will be overrun by the animals. If they can make it to the EOM & keep Gary above the 20 day, calm him down & start feeding him,vanna will

6/x be back & should be able to nurse him back to his usual self & save the show. But there’s a lot of time between now & then & holding the animals @ bay until then seems like a colossal task. Given the pop in Ivols & backwardation of the curve, when vanna gets back she will be

7/x refreshed & in preelection form. The only question is will the animals be so out of control so as to not even be managed by Vanna in her best shape.. This decline fits into a narrative that I’ve had brewing for 4 months, that after a monster run since Sep this is a healthy &

8/x reasonable time to expect the animals to be tired of being caged up & want to blow off some steam. All the biggest wall of worry narratives have been solved 1 by 1. Sentiment & bullish positioning was at all time highs. Hedging activity was low. Breadth was deteriorating. W/

@ImPranav_M @GunduHuDuGa That's a good qsn, if not a bit nuanced. Avataras are of many varieties and frankly, most of the classification is only for our understanding and not really binding on Paramatma Himself. We can take several approaches to understanding this. If you go by a Vedantic approach,+

@GunduHuDuGa Avatara means that which descends from an exalted state (Taara). Going by Upanishadic observaton of Purnam adham purnam idham, every manifestation of Bhagavan is indeed wholesome. In fact, Avataras usually happen when Iswara is propitiated with certain qualities already+

@GunduHuDuGa described in the Vedas by other Devatas. So, in order to please them, He assumes the form that best envisages the said Vaidika tatvam. For example, Varaha and Nrusimha avatars, though they have sthoola prayojanas, also exemplify the Tejovanna tatvam propounded by Upanishads.+

@GunduHuDuGa All these tatvams ultimately emanate from Him so whatever form He takes is indeed Purna. Now, one may ask then if that's the case, why such a distinction had to be made in the first place. That is because of upasana vidhis and understanding of how Bhagavad tatvam shines+

@GunduHuDuGa with each Leela being performed. Let's take Nrusimha avatar. The purpose of the avatar is neither to save Hiranyakasipu nor rescue Prahlada. For that He need not descend down as H's boons are applicable only for Brahman's creation and not Paramatma Himself.+

@JohnCoy29071630 Some people have decided that Wings is against independence, because they don't like what he is now saying. I decided to find out for myself. The first thing that bothered me re SNP was what happened in AS trial.
I hadn't followed the trial at the time.

As time went on I saw more and more posts re the un-fairness of the trial. These were from people I had followed for years. I didn't read Wings much at that time.
Everything was going smoothly for the SNP until these posts started appearing. I began to question what was going on?

This seemed a big conspiratory at first, until I found out that some complainers were in a Watsapp group with someone who worked in the ScotGov, close to NS. This raised the hair on my neck, considering they were not supposed to know each other due to them being anonymous.

I began looking at the links and paperwork that were being tweeted by ppl I followed for years. I didn't like what I was seeing and reading. The ScotGov appeared to be blocking the publication of Alex Salmond's trial paperwork. I had always thought of SNP as open & transparent!

I was shocked by what I was seeing. I was seeing leaked documents, etc. When I started questioning this on twitter, people were posting more links to different documents. I was now getting all different links from different people. I started reading as much as I could.

A lot of women get in touch to ask me about #coercivecontrol and come to the conclusion that their partner is controlling, but not abusive enough that they want to leave.

So when is the right time to leave?

A THREAD

Is it when he calls you an ugly bitch the first time?
Or do you wait for him to call you it again?
Or do you wait until he has so completely undermined your sense of self worth that you don’t think you can leave?

Is it when he says that no one will love you like he does?

Or do you wait until he says that no one else COULD love you.

Or that you are unloveable?

Do you leave when he says he likes women to be women?

Or do you wait until he says you are fat and unless you lose weight, he will divorce you?

Do you leave when he pushes you into the wall and then claims he lost control because you made him so jealous?

Or do you wait until you no longer go anywhere, for fear of making him jealous?