December 7, 2016 by riskreversal • Big Printin'

Here is some untied options trades that caught our attention in today’s trading:  DXJ: the etf that tracks Japanese equities on a currency hedged basis saw what appears to be a roll up in calls. …

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October 12, 2016 by riskreversal • Big Printin'

Yield proxies have taken it on the chin of late, with Reits, Homebuilders, Utilities and Telcos (AT&T & VZ) all down about 10% since July, after expectations for late 2016 rate hikes increased. An interesting …

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October 6, 2014 by Dan • Commentary

On Friday’s Options Action on CNBC we had JPM’s former market strategist Tom Lee, now of FundStrat, who made a very bullish case for a Q4 rally for a whole host of reasons but none bigger …

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September 12, 2014 by Dan • Commentary

Earlier, Enis highlighted the sharp move lower in the IYR, the iShares Real Estate etf. It is down about 4% on the week and 2% today alone.  Obviously, the move in rates this week is …

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September 12, 2014 by Enis • Commentary

Yesterday’s unusual options activity in IYR is particularly interesting given the aggressive selling that we continue to see in the Treasury Bond market today.  To recap, here was the trade from today’s Notable Activity post: …

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July 3, 2014 by Enis • Commentary

It’s no secret that utilities and REITs have been two of the best-performing sectors in the market this year.  They’ve been highly correlated to rates, generally rallying when rates moved lower as investors added high-yielding …

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May 14, 2014 by Enis • Commentary

ETFs much more active than single stocks once again.  EEM was particularly active, as the emerging market ETF closed at its highest level since mid-November. 1.  EEM – Calls traded more than 3x the average volume, …

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