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[Tickers](/Tickers/index.md)
# Citrini
[[Effect of GLP-1's on investment landscape]]
# SpiralCal
Vix correlation to neap tide and low tides & moon
works best when market emotionals
since 1986 the return of writing puts on the SPX as outperformed Buy and hold in both returns and vol
If you look back at the history of volatility not every vol crush is followed by a major volatility spike but there is never a major vol spike unless its preceded by a vol crush.
when vix curve goes into invertion it is one of the best signals !
look at the standard deviation of the slope of the invertion >> you can pick bottoms like crazy
The multifamily residential investment is effectively to buy dilapidated, low-yielding units, rehabilitate
them, increase the rent, and then refinance the investment via government agency loans
Lingotto/Scolari, arguably one of the best investors in Europe of his generation - keep track of his trades
Some interesting holdings of theirs $Gato, $VEON, $RRC, $PCOR, $mrna, $sbsw, $PARA, $FATH $INDV
***Cesi & 10y t-note correlation***
Citi group economic surprise index
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