Green Book - We get intraday longs correct when it’s broccoli day (green SPX), we hold short-term shorts on equities, bonds and bitcoin. And, we hold the hedged macro book which is small net-short equities, and naked short bonds. This is how you trade the S2 to S3 transition.

10:43am PDT - July 11th, 2023

We get intraday longs correct when it’s broccoli day (green SPX), we hold short-term shorts on equities, bonds and bitcoin. And, we hold the hedged macro book which is small net-short equities, and naked short bonds. This is how you trade the S2 to S3 transition.

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Wifey (@WifeyAlpha)