秋月说股事 （指数／个股）（非喜勿入,请勿跟与秋月提及的个股和指数无关的帖子）

秋之皓月

biorjin

这次这几个market breath indicator都不太好使。希望这次是最对的。hoho

秋之皓月

Hehe… glad I dumped all AAPL short positions and switched into finance long, mainly on CME… haha… from $712 to $282, what a joke!

shi33

i dt two days ago... hahaha

秋之皓月

哈哈。。。 29.XX 的JPM你都不要？？一夜过了成了３６了。。。

原帖由 CoolMax 于 2008-7-16 01:57 发表 你的JPM怎样了啦！现在是不是MM给更多折扣啊？

秋之皓月

Hoho… JPM: Abandon baby + bullish engulfing day!

Jan 09 35c closed today at $ 6.70/7.05!

这回你跟了吗？？

原帖由 秋之皓月 于 2008-7-8 10:16 发表 JPM JAN 09 35C, BUYING A LOT AT $4.10/4.20 HERE.

CoolMax

原帖由 秋之皓月 于 2008-7-16 12:07 发表 哈哈。。。 29.XX 的JPM你都不要？？一夜过了成了３６了。。。

 

还会更便宜的.呵呵!

 

[ 本帖最后由 CoolMax 于 2008-7-16 12:42 编辑 ]

yager

牛！

秋之皓月

这波可能会很快很猛， JPM PIN 40 ON OE， DJI明天环有200点， 周五收星， ７月可能再见到12XXX

biorjin

靠，你比我还bullish

 

明天是正200，还是负200，就看早盘finance ER了

 

原帖由 秋之皓月 于 2008-7-16 18:23 发表 这波可能会很快很猛， JPM PIN 40 ON OE， DJI明天环有200点， 周五收星， ７月可能再见到12XXX

秋之皓月

IT IS NOT ABOUT THE EARNING… IT IS ABOUT THE UNBALANCED DELTA TRIGGERED BY TODAY’S MOVE… NAKED CALL WRITERS ON FINANCE NAMES ARE FORCED TO BUY STOCK FOR FRIDAY DELIVERY…

 

NO 2^ND OPTION OUT THERE…

 

原帖由 biorjin 于 2008-7-16 18:26 发表 靠，你比我还bullish 明天是正200，还是负200，就看早盘finance ER了

polopolo

一语点醒梦中人

biorjin

I know that, but there is a second case that we lose most of today's gain, like what happend several days ago. This is why I said it is either up BIG or down BIG tommorrow.

 

 

 

原帖由 秋之皓月 于 2008-7-16 18:28 发表 IT IS NOT ABOUT THE EARNING… IT IS ABOUT THE UNBALANCED DELTA TRIGGERED BY TODAY’S MOVE… NAKED CALL WRITERS ON FINANCE NAMES ARE FORCED TO BUY STOCK FOR FRIDAY DELIVERY…   NO 2ND OPTI ...

jsl

原帖由 秋之皓月 于 2008-7-16 18:28 发表 IT IS NOT ABOUT THE EARNING… IT IS ABOUT THE UNBALANCED DELTA TRIGGERED BY TODAY’S MOVE… NAKED CALL WRITERS ON FINANCE NAMES ARE FORCED TO BUY STOCK FOR FRIDAY DELIVERY…   NO 2ND OPTI ...

 

HT里的秋月就是不一样

shi33

sign. missed jpm le... will see tomorrow.

秋之皓月

The problem is: naked short sellers are running out of time… all finance names were beaten down until y’day, and many call writers were lured to write naked calls for Friday expirations… but, all the sudden, at close today, many OTM calls on names like WFC, JPM, GS, FNM, FRE, BAC, C turned into ITM… and call writers don’t have enough stocks on hand for the delivery… then they are forced to buy stocks back for the delivery, or they have to buy back the same call they sold a day ago with 200-300% losses… both actions (buy stock or buy calls) will lift stock price further up and put more OTM calls into ITM, thus create even bigger demand to buy stocks in next 2 days…

 

This is a snow ball effect… and timing is running out… naked call writers are on panic mode… with only 2 days left into OE… there are not a lot of things they could do…

 

SQUEEZE WILL CARRY ON… EVEN IMPACT THE AUG CALL WRITERS!

 

7/16/2008 3:48:40 PM

 

秋之皓月

Only one day:

WFC 20/22.5/25c ITM; JPM 30/32.5/35c ITM, C 15c ITM and 17.5c might ITM tomm; BAC 20/22.5c ITM… GS 160-170c ITM…

Look at those open interests… hoho… a lot of buying demands are created today… and Fed is not allow you do naked short now…

Those poor call writers are chasing stocks for Friday delivery…

[ 本帖最后由 秋之皓月 于 2008-7-16 19:04 编辑 ]

biorjin

 

reffo

秋之皓月

嘿嘿。。。 再拉高200点！