FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข (@FZucchi) header
FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข (@FZucchi) profile picture

Option trades for L/S positions; corp credit/derivatives; DeMark studies; I trade in t-frames of a few wks to a few mths.

Where I donโ€™t want to be
Joined November 2008
Photo by FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข (@FZucchi)Photo by FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข (@FZucchi)Photo by FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข (@FZucchi)Photo by FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข (@FZucchi)Photo by FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข (@FZucchi)Photo by FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข (@FZucchi)Photo by FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข (@FZucchi)Photo by FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข (@FZucchi)Photo by FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข (@FZucchi)Photo by FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข (@FZucchi)
"This feels like the beginning of the pandemic (the early days, when we were told to drink bleach), except we are deliberately walking into the Wuhan lab and injecting ourselves with the virus." @vitaliyk 4/5/2025
4
1
1
15
28,395
FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข retweeted
* Goldmanโ€™s Molavi Says 60% of S&P 500 Is in Bear Market Territory @business bloomberg.com/news/articles/โ€ฆ
19
25
92
9,805
FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข retweeted
This is a very textbook phenomenon in the market called โ€œrotation out of all the names you specifically own and into names you donโ€™tโ€. This happens when all the market participants have a meeting you arenโ€™t invited to and decide they hate you.
135
551
70
8,706
333,202
FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข retweeted
42 S&P 500 stocks hit new 52-week highs today. 5 hit new lows.
3
3
26
2,739
Please come and save me from this nest of criminality and civil war!!!
Must say that reading on US media whatโ€™s supposedly happening in Italy - especially in the center of Rome where Iโ€™m right now - is pretty funny. And the narrative around it, pure fantasy
4
17
1,817
Must say that reading on US media whatโ€™s supposedly happening in Italy - especially in the center of Rome where Iโ€™m right now - is pretty funny. And the narrative around it, pure fantasy
1
8
2,490
FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข retweeted
It would appear that crypto and "vanishing" have a longer correlation than people think.
โ€œHow More Than $1 Trillion of Crypto Vanished in Just Six Monthsโ€ @WSJ wsj.com/articles/how-more-thโ€ฆ
1
1
5
1,556
FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข retweeted
Objectively remarkable chart. Even chips from 2020 are still seeing their rental value increase.
32
73
21
595
57,283
FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข retweeted
$GOOGL IV smoked despite the 12% drop if you wanna buy the dip calls may be the way vs stock
13
7
1
58
15,181
FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข retweeted
Elections pass, vol usually drops. Easy trade. Except Brent Kochuba of @spotgamma says this isnโ€™t a normal environment. Oil is creeping back toward the yearโ€™s highs, and that bid energy complex is a problem for rates. โ€œItโ€™s as clear as mud. Every time you think you see the trend break out, it just breaks.โ€
4
5
19
6,966
Well...this is not bearish, for credit or for AI $MSFT $QQQ $SPY
1
2
17
1,226
3-mth $VIX curve at +3.15 and VIX down half a point are just bizarre. Traders seeing almost zero risk in the here and now. Ditto for $VXN which is flat w/ $QQQ down 1.4% $SPY $IWM
11
928
IG spreads +1.5bps (much better than stks), HY +8bps about as bad as stks. Fast $ cred bears staying put, w/ IG CDX unch. $MSFT is leading a bunch of issuers and total tally is going to be close $35b for the day. There's no end to the cross-currents. $SPY $QQQ $IWM
1
11
899
Interesting comps w/ the bottom of the Oct'22 move. Almost tempts me to nibble on small caps. $SPY $QQQ $IWM
2
8
802
FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข retweeted
And to the maga nasties out here who are suggesting I am not an American since I also have a Czech citizenship and therefore I voted illegally here in Florida. I got news for you. Melania trump is also a dual citizen- of US and Slovenia. So yes- I can vote, I have voted and will be voting democratic as long the GOP remains a party of pedophile and rapist protectors. Among other things.
1,406
6,095
161
42,734
869,101
FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข retweeted
If $QQQ breaks 700, @Chartfest1 thinks the mood could flip from disbelief to โ€œoh my Godโ€ fast. The twist? She says fast panic might be the good news. A lot of stocks are already beaten up, and fear isnโ€™t starting from zero.
8
11
2
97
8,844
If $GOOGL stk recovers to at least $355 by May '29, the 6.25% mandatorily convertible Pfd of '29 (looking ~ $43 per-mkt) wud have a total return of approx. 35% over 2 1/2 yrs
1
1
12
1,022
FZucchi ๐Ÿ‡ฎ๐Ÿ‡น๐Ÿ๐Ÿ—ฝ๐Ÿ˜ข retweeted
$STX โ€” Post-Earnings Update | Oct 28, 2026 Seagate reported Q1 FY2027 last night, with EPS consensus around $7.19 and revenue forecast of $4.07B, following a strong track record of beatsโ€”four consecutive quarters of double-digit EPS surprises ranging from +13% to +19%. The EPS overhang is now out of the way โœ…, and todayโ€™s volume candle shows conviction.
1
3
1,748
I can't understand why $GEV is -2.5% instead of +5% on its report; especially w/ something like $VRT +15%. That I don't understand is equal parts unsurprising & worrisome, so I'm doing what every bagholder wud do and adding to my stk. So far $862.50 avg for the day
2
13
1,930
IG & HY spreads nicely tighter by ~ 2 and 7bps going into FOMC. $SPY $QQQ $IWM
1
1
11
931
That would be a lot...and welcome if prices hold. The avg. Nov issuance since 2013 has been $145b but that INCLUDES high yield. $SPY $QQQ $IWM
November is projected to be a record month for US investment-grade bond sales, with Bank of America forecasting $175 billion of issuance. That would be up 27% from November 2025.
1
5
707