key: founders-notes/9479027265967___PM Founder’s Note: Mon, August 14, 2023 at 9:00 PM ET___2023-08-14T21:13:35-04:00, title: PM Founder’s Note: Mon, August 14, 2023 at 9:00 PM ET
Archives for August 14, 2023
Did Michael Burry Spend $1.6 Billion on Puts? NOPE!
The media is excited about the recent 13F filing from Michael Burry, which suggests that he owns a large put position in the SPY & QQQ ETFs. However, the actually position is not that big. This is due to the strange way that the regulators value options. The dollar amount listed on 13F (middle column) […]
Subscriber Q&A: Low Volatility, VIX Fair Value, and Jackson Hole
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Email trigger for Founder’s Note ‘Founder’s Note: Mon, August 14, 2023 at 8:05 AM ET’
key: founders-notes/9479065321609___Founder’s Note: Mon, August 14, 2023 at 8:05 AM ET___2023-08-14T10:16:58-04:00, title: Founder’s Note: Mon, August 14, 2023 at 8:05 AM ET
Email trigger for Founder’s Note ‘Founder’s Note: Monday, August 11, 2023 at 8:05 AM ET’
key: founders-notes/9483224248703___Founder’s Note: Monday, August 11, 2023 at 8:05 AM ET___2023-08-14T08:21:51-04:00, title: Founder’s Note: Monday, August 11, 2023 at 8:05 AM ET