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Mar 8 • 6 tweets • 2 min read

https://twitter.com/hyperconvexity/status/1633409371135934464

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3:00/6:00 - Frances Donald ⭐️⭐️⭐️
3:30/6:30 - Sharon Bell
3:45/6:45 - Elsa Lignos ⭐️
4:00/7:00 - Sarah Hunt
4:30/7:30 - Kelsey Berro ⭐️
5:00/8:00 - Alicia Levine
5:30/8:30 - Diane Swonk ⭐️

6:00/9:00 - Oksana Aronov
6:00/9:00 - Victoria Fernandez ⭐️

7:00/10:00 - JOLTs, Powell

https://twitter.com/hyperconvexity/status/1633409371135934464

And they’ll have Seema somewhere in there, too… 🤯

twitter.com/i/lists/138011…

By no means is this complete but here is my ‘Women in Finance’ Twitter List

Happy #WomensDay2023 🙂

twitter.com/i/lists/138011…

📆

https://twitter.com/hyperconvexity/status/1633422032879878144

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5:45/8:45 - Seema Shah ⭐️⭐️⭐️

https://twitter.com/hyperconvexity/status/1633422032879878144

Berro bringing the jokes this morning! 😅

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More from @hyperconvexity

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@hyperconvexity

Mar 8

Why the 20DMA, you ask? 📖 🥐 👀

https://twitter.com/jam_croissant/status/1295790655055298562?s=20

Money managers receive funds monthly.
They trade monthly.

Futures contracts, option expiration cycles, and structured products are overwhelmingly monthly.

Other key products - eg volatility instruments (VIX) - are also tied to this length of time.

https://twitter.com/jam_croissant/status/1295790655055298562?s=20

https://twitter.com/jam_croissant/status/1295793964302446598?s=20

Why use 20 days instead of 21:

1. Equity opex cycles are weekly, but most major cycles are 4 week cycles: 4wks * 5days/wk = 20days
Therefore, 20 days has particular relevance to flows on most cycles.

2. Holidays: the market is closed ~10 weekdays / year

https://twitter.com/jam_croissant/status/1295793964302446598?s=20

Read 4 tweets

🔥

@hyperconvexity

Mar 7

🦉

https://twitter.com/biancoresearch/status/1633204822659964928

https://twitter.com/biancoresearch/status/1633204822659964928

https://twitter.com/PriapusIQ/status/1633208197438746627

🦉

https://twitter.com/PriapusIQ/status/1633208197438746627

Read 8 tweets

🔥

@hyperconvexity

Mar 7

On renewed fears of an upshift in the pace of Fed rate hikes, the Dow is down the most
DJIA -1.17%
SPX -1.09%
NDX -0.76%
RUT -0.71%

What’s going on?
How does this make sense?

🧮

Only things I can think of are (a) that small caps already got tossed yesterday, so maybe the risky stuff just doesn’t have as much trueing up to do; and (b) the more major indices are well hedged, etc.

Anything else?