E***r
发帖数: 1037 | 1 7/25 盘后: X CMG AMD AKAM T
7/26 盘前: F BA KO
玩不玩？ |
s******g
发帖数: 61 | 2 CMG 大涨
AMD 大跌
【在 E***r 的大作中提到】
: 7/25 盘后: X CMG AMD AKAM T
: 7/26 盘前: F BA KO
: 玩不玩？
|
Y*****e
发帖数: 619 | 3 FB，pypl 是07/26/2017 盘后，ko和ba是盘前. FB & pypl 可以弄个一两天的trading,
看最后几分钟走向决定er前拋不拋。另外几个都不玩。
明天早上八点二十查3m, utc 和 cat的er决定玩不玩 day trading.
【在 E***r 的大作中提到】
: 7/25 盘后: X CMG AMD AKAM T
: 7/26 盘前: F BA KO
: 玩不玩？
|
Y*****e
发帖数: 619 | 4 Cmg 大涨？！可能性不大也不会买。
【在 s******g 的大作中提到】
: CMG 大涨
: AMD 大跌
|
i***t
发帖数: 138 | 5 I will play CMG tomorrow. Save my capital for FB on Wednesday and AMZN on
Thursday, both after market.
【在 E***r 的大作中提到】
: 7/25 盘后: X CMG AMD AKAM T
: 7/26 盘前: F BA KO
: 玩不玩？
|
m******n
发帖数: 15691 | 6 CMG er没什么作用了，即使er beat，当前的safty问题一时半会消化不了
【在 s******g 的大作中提到】
: CMG 大涨
: AMD 大跌
|
E***r
发帖数: 1037 | 7 CMG 我还是猜 neutral
食安问题跟 earning 应该是正交的
【在 i***t 的大作中提到】
: I will play CMG tomorrow. Save my capital for FB on Wednesday and AMZN on
: Thursday, both after market.
|
c*5
发帖数: 130 | |
d********e
发帖数: 1720 | 9 被上次搞怕了，刚才我交保护费进了Aug 04 $12put.
: 满仓amd正股
【在 c*5 的大作中提到】
: 满仓amd正股
|
a******d
发帖数: 955 | 10 青蛙请问FB和AMZN的ER怎么玩
【在 i***t 的大作中提到】
: I will play CMG tomorrow. Save my capital for FB on Wednesday and AMZN on
: Thursday, both after market.
|
|
|
E***r
发帖数: 1037 | 11 Short summary (from my winners to my losers):
BA (212.75 EOD):
shorted 200/212.5/212.5/220 butterfly for $5.00
CMG (354.00 EOD):
shorted 310/347.5/347.5/380 butterfly for $19.50
AMD (15.64 EOD):
shorted 11/14/14/17 butterfly for $1.5
X (26.59 EOD):
shorted 21/24.5/25/28 condor for $1.55 |
i***t
发帖数: 138 | 12 Good for you. My CMG order did not get fill so I skipped the day. Will
deploy my capitol for FB and AMZN.
I'm surprised you played four ER in a day. Even though strategy is identical
, each trade still need to be treated separately.
【在 E***r 的大作中提到】
: Short summary (from my winners to my losers):
: BA (212.75 EOD):
: shorted 200/212.5/212.5/220 butterfly for $5.00
: CMG (354.00 EOD):
: shorted 310/347.5/347.5/380 butterfly for $19.50
: AMD (15.64 EOD):
: shorted 11/14/14/17 butterfly for $1.5
: X (26.59 EOD):
: shorted 21/24.5/25/28 condor for $1.55
|
E***r
发帖数: 1037 | 13 I was busy during the day, and only had half an hour for trading.
So I just opened my neutral positions on high IV underlyings blindly during
lunch time.
identical
【在 i***t 的大作中提到】
: Good for you. My CMG order did not get fill so I skipped the day. Will
: deploy my capitol for FB and AMZN.
: I'm surprised you played four ER in a day. Even though strategy is identical
: , each trade still need to be treated separately.
|
E***r
发帖数: 1037 | 14 I only use at most 1% of my capital on each earning trade.
So I don't mind being burned once or twice.
identical
【在 i***t 的大作中提到】
: Good for you. My CMG order did not get fill so I skipped the day. Will
: deploy my capitol for FB and AMZN.
: I'm surprised you played four ER in a day. Even though strategy is identical
: , each trade still need to be treated separately.
|
i***t
发帖数: 138 | 15 The tough part for ER play is not when you enter, but when and how you exit.
It is hard to argue that ER play is bad since other play purely sucks,
especially when there's 9 day in a roll when VIX is less than 10. But I
would still cautious about too many ER play.
My 2 cents.
【在 E***r 的大作中提到】
: I only use at most 1% of my capital on each earning trade.
: So I don't mind being burned once or twice.
:
: identical
|
c*5
发帖数: 130 | 16 2w股满仓 so far so good
【在 d********e 的大作中提到】
: 被上次搞怕了，刚才我交保护费进了Aug 04 $12put.
:
:
: 满仓amd正股
:
|
E***r
发帖数: 1037 | 17 I exit the entire position at the earliest possible time the next day,
just to take advantage of the volatility crush alone,
regardless of whether it is a winning or losing trade.
exit.
【在 i***t 的大作中提到】
: The tough part for ER play is not when you enter, but when and how you exit.
: It is hard to argue that ER play is bad since other play purely sucks,
: especially when there's 9 day in a roll when VIX is less than 10. But I
: would still cautious about too many ER play.
: My 2 cents.
|
E***r
发帖数: 1037 | 18
I closed half of my neutral-positive positions in SPX and RUT,
and opened some calendar spreads and diagonal spreads.
I bet this low volatility environment will not last long.
【在 i***t 的大作中提到】
: The tough part for ER play is not when you enter, but when and how you exit.
: It is hard to argue that ER play is bad since other play purely sucks,
: especially when there's 9 day in a roll when VIX is less than 10. But I
: would still cautious about too many ER play.
: My 2 cents.
|
d********e
发帖数: 1720 | 19
赞胆量！上季我账户大跌20+%，这次就决定dampen volatility。明天开卖JAN 2019
PUT，把保护费要回来。
【在 c*5 的大作中提到】
: 2w股满仓 so far so good
|
T*********4
发帖数: 451 | 20 佩服！我早几天跑了
【在 c*5 的大作中提到】
: 2w股满仓 so far so good
|
|
|
E***r
发帖数: 1037 | 21 我觉得 AMD 不如 short Aug or Sep monthly 的 put，2019太远了
今天 ER，monthly IV 倒挂，ER后会花几天修正过来
修正速度：Aug > Sep > Oct
卖得近一点可以顺势 short volatility
【在 d********e 的大作中提到】
:
: 赞胆量！上季我账户大跌20+%，这次就决定dampen volatility。明天开卖JAN 2019
: PUT，把保护费要回来。
|
i***t
发帖数: 138 | 22 You really is a smart guy and this is a smart move, at least i'm thinking
the same thing :) You must be playing options for years.
I'll surely play FB tomorrow.
【在 E***r 的大作中提到】
: 我觉得 AMD 不如 short Aug or Sep monthly 的 put，2019太远了
: 今天 ER，monthly IV 倒挂，ER后会花几天修正过来
: 修正速度：Aug > Sep > Oct
: 卖得近一点可以顺势 short volatility
|
E***r
发帖数: 1037 | 23 Thank you for the complements, but I'm really a rookie in trading...
My trading capital is probably less than 1/10 of many 大牛 here.
Frankly, I don't see any edge of trading options over stocks,
and liquidity is definitely a blocker for most underlyings.
I just find options more fun to play :)
【在 i***t 的大作中提到】
: You really is a smart guy and this is a smart move, at least i'm thinking
: the same thing :) You must be playing options for years.
: I'll surely play FB tomorrow.
|
E***r
发帖数: 1037 | 24 I didn't have time to trade in the morning.
Closed all ER positions around noon time.
P/L:
BA: 5.00 - 7.48 = -2.48 (-49.6%)
CMG: 19.50 - 9.35 = 10.15 (+52.1%)
AMD: 1.5 - 1.01 = 0.49 (+32.7%)
X: 1.55 - 1.15 = 0.40 (+25.8%)
【在 E***r 的大作中提到】
: Short summary (from my winners to my losers):
: BA (212.75 EOD):
: shorted 200/212.5/212.5/220 butterfly for $5.00
: CMG (354.00 EOD):
: shorted 310/347.5/347.5/380 butterfly for $19.50
: AMD (15.64 EOD):
: shorted 11/14/14/17 butterfly for $1.5
: X (26.59 EOD):
: shorted 21/24.5/25/28 condor for $1.55
|
E***r
发帖数: 1037 | 25 我贴个现在（ER 后半天）AMD 各月的 IV
可以跟昨天收盘前的 IV 比较一下
Aug 和 Sep 的相对关系已经修正过来了
远期的期权修正还没到位
这应该支持了我昨天的观点：
ER后如果要卖期权，
最好尽早卖近期的期权，顺势short vol
【在 E***r 的大作中提到】
: 我觉得 AMD 不如 short Aug or Sep monthly 的 put，2019太远了
: 今天 ER，monthly IV 倒挂，ER后会花几天修正过来
: 修正速度：Aug > Sep > Oct
: 卖得近一点可以顺势 short volatility
|
