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Joseph Wang

josephwang
3 mentions · 3 unique tickers · avg +0.00

Sources

  • 🐦X · @josephwang3

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  1. 🐦X · @josephwang—18d
    QQQ

    Peak chasing into MegaCap Tech / AI / Mag7+ On a historical percentile basis for $QQQ : Index Options Skew = 0%ile Put Skew = 0%ile Call Skew = 100%ile via McElligott (Nomura)

  2. 🐦X · @josephwang—59d
    S

    THIRD U.S. AIRCRAFT CARRIER, USS GEORGE H.W. BUSH, DEPLOYS TO MIDDLE EAST - WSJ

  3. 🐦X · @josephwang—60d
    JPM

    I’ve been describing the supply loss from the closure of the Strait of Hormuz as an “air pocket” moving through the normal flow of oil out of the Gulf Helpful map from JPM highlighting when that air pocket will “land” in different major consuming regions: - East Africa last week - East Asia this week - Europe next week - North America two more weeks