Lanceljx
09-30
This week, I’d lean toward option (a): deploying a short-term Iron Condor on SPY. After a strong September run and mixed macro signals, markets appear poised for range-bound consolidation rather than a directional breakout. Volatility remains slightly elevated, offering decent option premiums while implied moves suggest contained price action. A well-defined Iron Condor around key support (~520) and resistance (~540) could monetise time decay if indices drift sideways post-quarter-end rebalancing.

As for Intel’s momentum, the recent 30% surge already prices in optimism from NVIDIA’s stake and Apple partnership chatter. Chasing here risks buying into euphoria without confirmed earnings follow-through.

Lastly, portfolio review is always wise: rebalance after September’s rally, trim over-extended tech exposures, and raise modest cash or short-term Treasuries as a defensive layer. In short, I’d trade volatility, not momentum, while quietly fortifying core holdings.

How Much Chance Left for 2025? Keep Climbing or Hedge?
November’s here — 2025 is counting down! With just weeks left in the year, investors everywhere are discussing: Is there still room to run, or time to lock in profits? Some analysts say there’s still room to climb 📈 — supported by the Fed’s rate cuts, rising AI-driven profits, and corporate earnings beating expectations. But others disagree, saying we should watch out for high valuations, and year-end volatility could spark a short-term pullback.
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Comments

  • Norton Rebecca
    09-30
    Norton Rebecca
    Sept rally done? Trim overbought tech, add T-bills,fortify holdings, don’t bet big!
  • Maurice Bertie
    09-30
    Maurice Bertie
    SPY range-bound? Perfect! Short iron condor 520/540,time decay’s my profit driver!
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