Soft landing already in the price
Disinflation headlines, but skew says bullish structures are crowded.
RESEARCH
OFF THE FEED
Short notes where our work diverges from mainstream media. 3 posts · 10 per page.
Mag 7: vol sold, move owned
Implied moves compressed; realized gaps widened.
VIX floor myth & dealers
Zero-DTE changed intraday gamma. Trade term structure.