‘VIX is at 16 because people are buying calls on stocks, not puts. Basically everyone is bearish on treasuries and bullish on stocks, a reversal would be violent.’ May 22, 2023 7:52 amMay 20, 2023 7:15 am
There’s a massive divergence between CDS price and the $VIX… “vol control funds alone have added about $72B in US stocks in the past 3 months…” May 16, 2023 9:51 am