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Sunday, January 15, 2023

SUNDAY UPDATE: OIL VIX COLLAPSE … FOR HOW LONG?

 

“When VIX dries up and heads South!!”

It’s there, and then suddenly it vanishes like a squirrel fart in the wind … the last

2 days of last week were a stunner, in terms of price action in the New York

session, as session range over an approximate 8 hour period was barely able to

make it over a buck … and that was aided by some late afternoon position

squaring ahead of the weekend … “Trading Ratio” [TR] levels at times below 2,

which are rare in the New York session unless it’s a pre Holiday … I wouldn’t

consider MLK day [tomorrow] a world Holiday for markets … in any event,

historically there is precedent for a slow start to the year … I’m not really

reading anything into 2 or 3 days of price bullshit.


I had planned on releasing the version 2 trading algorithm today, but I first want

to pile in some performance for the PAMM … if we get a decent week of action

upcoming, I’ll release it next weekend … and speaking of the v2 trading algo, the

reason very low ranges and unacceptable TR levels require us to sit, isn’t what

you think it is … the fact is, and you can debate the level required to get it but not

the effect, very low levels of VIX change the psychology of the marketplace in very

profound ways … nobody is “sweating” and about to panic … up / down makes no

difference … high VIX markets make people sweat and forces them to react [a/k/a

trading], and their subsequent collective action [spec community of traders]

begets more volatility … this isn’t present like it should be when nothing is

happening … the other major effect is that low VIX sees stops bundled around

obvious support & resistance levels, and if breached causes a supernova of

activity seeing stops get butchered far worse than otherwise is the case … oil

isn’t the only market to see this, it happens more often in gold as well … the

major beneficiary of elevated VIX, is the opportunity to make any losing trades

back when “false positives” appear … dead markets don’t give you this.


Directly below, the 20 Day Range MA’s of selected markets.


click on table to enlarge

Tomorrow is a semi Holiday in the U.S. … MLK day … another useless federal

Holiday where government and banks are closed, but normal people who live in

the real world get NADA … since banks are closed, the bond market is closed,

and so there’s the potential for markets to be quiet … that doesn’t mean they

have to, as history shows plenty of MLK days where action and VIX have been

normal … how oil reacts to the Holiday given the lackluster Thursday & Friday

trading action remains to be seen … it’s oil, meaning anything can/will happen

… so, I’ll be ready for normal trading and we’ll see what happens … onto the

week at hand.


… OUTTA HERE … “The future’s so bright I need 2 pairs of sunglasses 😎😎,

and my own Brinks armored truck” 💓!! … Onward & Upward!! 


-vegas





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