@orrdavid I believe we'd have intelligence on the build up and suspect its longer than 2 months to get the pieces in place. Plus Xi is having issues with getting control of military if you believe some reporting. What time of year are you looking to put this on?
@Dpro2298 @darjohn25 Forgive me for being a beginner: if inventory= shares it sounds like you are saying they are deliberately underpricing options. But the delta volume look so high relative to the float even including short interest.
@darjohn25 I've never been able to figure out who keeps selling them. The volumes are too high. Even if it's a dealer aren't they losing lot of 💰 by having to rehedge so often?
@jam_croissant@QTRResearch I think you've said "smart" dealers hedge overnight but that banks don't. Why not? Seems there is too much $ left on the table for them not to
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