Articles

Options flow, gamma exposure, 0DTE anomalies, and risk discipline — from the tape.
RISK DISCIPLINEJUL 8, 20263 MIN

Off the Tape: Why Your Capital Pools Have to Stay Separate

No flow to trade today — just a reminder from the back office that keeping personal cash, client cash, and trading capital in distinct buckets is its own form of risk management.

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MARKET STRUCTUREJUL 7, 20265 MIN

The $200M Wall: How Dealer Hedging Moved QQQ in 20 Minutes

A gamma wall grew by $200 million in twenty minutes — and market makers had no choice but to short QQQ to stay delta neutral. A real-time walkthrough of velocity, gamma, and the 700–705 pin.

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FLOW DETECTIONJUL 7, 20266 MIN

10,000 Contracts on a Dead Strike: Reading 0DTE Anomalies

No volume all morning. Then someone buys 10,000 contracts of $0.20 out-of-the-money 0DTE calls. By the close they printed $0.80. How Jim spots the anomaly — and why nearby strikes matter.

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RISK DISCIPLINEJUL 1, 20265 MIN

Killing the Kite: Why I Retired a Strategy in One Day

The Kite went from great to destructive in a single session. Jim pulled it from every portfolio the same day — while his condors and strangles kept printing. A case study in cutting what isn't…

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