Was a busy week both on and off the court. I got an offer on my house and left town early this morning to try and secure a house in SoCal.
Got my eyes on biotech next week as well as software stocks. I worked up a watchlist for both groups, but favorites include $ONCE, $PBYI, $GILD, $WDAY, $NOW, $IMPV.
Should be a great week next week. Enjoy the weekend.
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SoCal is best Cal.
If you come down to San Diego, I will buy you a mug.
Ended the week in VIX curve backwardation. As someone that is obligated to short vol when we flip back to contango, it means we’re one step closer to my portfolio entering it’s earnings season. The most wonderful time of the year.
SoCal? Anywhere near the inland empire?
Locked in on Simi Valley. I need to be close to Beverly Hills and North Hills and I like the layout there.
My brother lives there, nice area. Look in the Wood Ranch area, nicer homes, gated communities, close to the freeway for your trips to Beverly Hills and North Hills. Just down the street from the Reagan Library.
Meant the Wood Ranch area of Simi Valley, on the southwest end of the city
Yeah, that’s where I was. Narrowed it down to three houses. Love that neighborhood
From wholesome teetotalers to …culture shock.
Smart man. SoCal is the best.
It’s fun getting up when it’s still dark to start firing up the grids…
Next to Snapchat’s HQ for some insider right? I see you OA 😛
Having markets closed by 1pm is a beautiful thing.
IF the price of oil is to rise, what is the best way to play that for a 3-6 month timeframe?
DBO, VDE, IEO, XOP – is there a cheap (fees) way with minimal contango effect? If these don’t make sense, what alternatives are there?
Thanks.
GUSH
Few 0.75 too high and 3x a little more risky than I’d like – but thanks for the suggestion.
Move to Venice it rules here
Welcome to Cali OA, where the govna just raised gas taxes and vehicle registration to fix some roads. Guess we never had tax dollars allocated to fix roads.
Gated communities are the best https://goo.gl/kvWnHu
I love the ones that keep you in, as opposed to keep people out…lol
Guess everyone has got to give up their NorCal roots some day. #Fillmoe
Look forward to seeing you hang with the Kardashians. Getting close to Beverly Hills can’t be bad if you’re in the money management biz. I’m sure you’re setting aside a guest room for visiting After Hours members. I’ll be there…..
OA, how about an oil play assuming oil headed higher – something to hold 3-6 months – thanks!!
Gave some two weeks ago. Not actionable here.
Great up in SoCal. It gets hot as f*** in Simi Valley. You don’t want to be near the beach?
I cannot find a time when we had VIX curve backwardation without the VIX going above 15. It’s happened a few times without breaking 20. Obviously not a perfect correlation, but it looks like a bit of downside risk in the near term here.
2013 this happened I believe.
16.75 is the lowest I can find. Not much difference between that and where we’re at I suppose. I’m also open to my data being wrong and/or my manual calculations screwing up. Either way I’ll be long XIV on the flip. Promised myself to never not take that trade.
http://vixcentral.com/
May be time to own $TWTR? Can’t believe I’m sayin’ that.