Slack: C0A0ZC2NS48/ts:1772763014.0302

Author: Jesse Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

global-liquidity-cycle-macro-regime

💬 [E2008] Notes synthetic longs aren't worth much due to margin requirements being similar to buying shares on margin. Prefers long dated OTM naked calls.
commentary · 2026-04-07