Well, the conference call might move things, but as of now, the net change is about as dynamic as you’d find on any Saturday. The losers? Options buyers. The winners? Those that sold ’em puts and calls!

I’ve been eagerly hitting the Refresh button on the SEC site, waiting for the SPCX S-1 filing. In the meanwhile, here are some interesting data that have leaked from the confidential document as compiled by The Information.

I mentioned on my show yesterday that I had scaled back on my TLT puts, wanting to scale back in at better prices. I also sold my entire TBT position at a nice profit. Well, good call on both of those choices, as bonds are rallying today. I am waiting for this gap close, at which time I will COMPLETELY PIG OUT on bond shorts.

The market feels very stuck today as it awaits NVDA results in a few hours. In the meanwhile, I’ve taken advantage of this yet-another-peace-deal-headline strength by adding five new short positions, each of which has a stop-loss just above the dashed red line:
