He’s entitled to his opinion and spotlight. I do think it’s unfair that he gets to support his position with such publicity. His research is usually found wanting but the spotlight he brings to the position makes up for it. @ronturkey

@ronturkey simply a small long position against a larger short position. I’m typically looking at it only for a day trade. It’s a differentiation on the liquidity model whereby the existing cash is simply put to work on perceived benign uptick in VIX complex. It’s TIMING or in the current VIX regime trending until VIX relaxes once again.

@ronturkey @ultrafeel Yes I did lean on the side of the market cycle as I feel its prudent to do so. If we were earlier in the cycle I’d push the envelope, but we aren’t as we see in both chronological terms as well as inflationary terms. As it were in 2015 with me, I went into that spike with over 70% cash and was still found wanting due to the…[Read more]

@ronturkey I enjoy the podcast, he brings on interesting people and articulates his points well. I try not to look at it from the perspective of if I agree or disagree with a bullish/bearish presentation so I’m always open to someone’s point of view.

To look at it as “If anyone followed his trade advice, they missed out on massive gains” is…[Read more]