Submitted by DaddyDersch t3_125zv08 in wallstreetbets

As I have been saying since pretty much Friday we have been left with some very low volume and incredibly tight intraday ranges. As you can see below this is our longest streak of less than 1% moves in over a year.

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Watching price action again we are left with significant overnight ranges and from open till about power hour we consolidate in a tight range before we finally break out. I for one can not really remember a time when we have had <$2 intraday range from 930a to 3pm and then had that range nearly doubled during power hour. Its very interesting watching these tight ranges.

It almost feels like there is not enough actual intraday buying going on then EOD all the calls/ puts OI is coming off the books and causing a huge move. Actually one of the most impressive things about today is that for most of the day our S&p500 breadth was 20:1+ which is actually a very strong buy pressure…. Despite that we actually showed a ton of intraday weakness until the EOD when we finally had a rally basically from 230 till EOD.

Tech as a whole today had a very generously green day with Amazon putting in a huge 3.1% green day.

SPY DAILY SUPPLY AND DEMAND

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We as far as I was concerned had no true direction yesterday but with the reversal doji on spy I did favor upside potential. However, today markets chose the bullish side of things.

One of the strongest things that can happen is when a supply is turned into demand or demand is turend into supply. Today we actually have the bulls turning that 395.8 supply into a demand at 395.56 (support). With this we are now on the move to put in a new supply. With this new demand (support) it also opens up the potential to test previous supplies.

Since we gapped over and tested 399.07 supply and turned that into support our upside target should be 405.17 supply (resistance) here.

I see really two scenarios here… first is we push to 405.2 and reconfirm that as supply or put in a slightly higher suppy closer to 407 before we see a bigger retrace to take our 405.2 and 399.07 supply. The second scenario is that we see a pretty big red day tomorrow to establish a new supply (resistance) at 401.3. IF we do that then we should come down to take out 399.07 supply and I would target a retest of 395.56 and 393.07 demands. We either reconfirm one of those as demand (support) or attempt to establish a new demand somewhere near 390.

SPY DAILY PRICE ACTION

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Bulls from a price action stand point actually put in a pretty strong day today. We finally broke out of the 391.8 to 399 consolidation channel and actually turned 399 into support as of now. We also finally saw a turn breakout of the breakout/down triangle.

From a bullish stand point with a breakout of consolidation, the breakout triangle, a closure over the daily 200 ema and a 8/20ema bullish crossover are target here should remain 405.2. Since we reconfirmed 390 as support for this purple channel our next logical expectation is 405.2 resistance retest.

On a bearish stand point we have a potential abandoned baby pattern formed here… not this is a very rarely played out pattern but it’s a fun one to watch… for this to play out we need a pretty good sized red pre market/ open.

Realistically from a price action and supply/ demand stand point here I see a path to retest 405.2 tomorrow and then knowning the historics of the JPM collar day I would not be surprised to see us put in a pretty good sized red day Friday with a red open too (will cover that more tomorrow night). This is our fourth day in a row of very tight $3-4 range days… we are overdue for a big trend day.

SPY Daily Levels:
Supply- 399.1 -> 405.2
Demand- 395.6 -> 393.1
Support- 399.8 -> 399 -> 395.5
Reistance- 401.5 -> 404.5 -> 405.2

FUTURES DAILY SUPPLY AND DEMAND

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On futures here we did not turn supply into demand but we did establish a new demand (support) at 4005.

With that and now the potential to close over key 4055 supply (resistance) our target here on futures should be to push to 4095 and take out that demand. If and when we take out that demand we actually have a potential to turn that into supply (resistance)… that would open up a potential for a retrace all the way back to 4015 to take out those supplies. This tends to be the trajectory that I believe we are working under… I do forsee a potential where we could put in a new supply (resistance) before we get to 4095 though.

FUTURES DAILY PRICE ACTION

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Much like here on SPY we broke through the breakout triangle and today we once again confirmed the daily 8ema as support. We are actually about to see a daily 8ema crossover the daily 200ema also.

With this closure over 4055 we should look for a push to the next major resistance area which is 4085 to 4095.

If we close over 4095 there is realistically a case where we could breakout back to 4160 area but more probably we will reject at or near 4095 and come back down to test the daily 200ema near 4000.

Much like SPY my base case here is an upside push to 4095 followed by a retrace back to 4015.

Futures Daily Levels:
Supply- 4015 -> 4040 -> 4055 -> 4160
Demand- 4095 -> 4005
Support- 4055 -> 4040 -> 4015 -> 4000
Resistance- 4065 -> 4085 -> 4095

VIX

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The VIX had another good sized drop today but one thing to note is that the VIX did leave a pretty good sized gap from 19.91 to 19.45… The VIX of all the tickers ive ever watched is one that does not like to leave a gap unfilled for too long.

I am seeing this set up pretty perfectly for a big drop on the VIX tomorrow to 18.2 with SPY hitting 405.2 and futures hitting that 4095 area… Followed by a very red open Friday and potentially red day Friday too.

DAILY TRADING LOG

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Today ended up being a good day… I got a second chance to close out my 396calls I have been holding (was busy Monday and missed my 399 closure at open). I got greedy on both my 5dte plays and didn’t take 3-4% gains on both expecting some sort of continuation only to get completely chopped up. These tight range days are very tough to trade as everything looks beautiful for contiuation and then you are left with a reversal. Not only that but when the total intraday range 3 hours in is barely $1.5 premiums just don’t pay enough.

I ended up switching to some scalping today and had some very high success with that to recover some profits. I do plan when we see these tight range days plan to drop my dte and play some quick hit scalps. I actually forgot how fun it was to scalp as I havent done true scalps since about december. I don’t forsee myself going back to 0dte anytime soon as premiums still are funky enough to not warrant it but I did enjoy some of these lower dte scalps.

Its important to have a bag of tools to use in all types of markets and styles of markets.

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Comments

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dramarehab t1_je75ymw wrote

You bullish on tomorrow based on TA but remember we have jobless claims, GDP, and 2 Fed Hawks speaking tomorrow

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DaddyDersch OP t1_je7r2dm wrote

Yeah jobs is the wildcard. Gdp unless something insane happens wont be a factor in my opinion.

But i am already in puts despite thinking we got one more green day

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buffandbrown t1_je6ypf5 wrote

What was the positive catalyst today to push the markets higher? Bulls front running GDP, employment and PCE numbers (again)? Pricing in rate cuts after the fed specifically said "no rate cuts this year"?

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DaddyDersch OP t1_je6zggz wrote

Honestly have nothing to warrant the end of melt up

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thekittynati t1_je70aoo wrote

I think GDP numbers will come in higher than expected probably leading to a red open. Signs of contraction weren’t really there in Q4 but I’m seeing slow downs everywhere now in Q1.

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jamisonf1 t1_je75qj6 wrote

I might be a little stupid but are you saying a higher GDP will cause the market to fall? I thought that would mean good economic progress

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Gubbmint t1_je76s1y wrote

Federales dont need economic progress ("growth") they need unemployment to go up and inflation to go down.

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jamisonf1 t1_je771sa wrote

Okay that makes sense thank you. Hopefully some people got fired and are camping behind their local Wendy’s

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Gubbmint t1_je77el8 wrote

Faaaaaaaaaaak aghhhhhhhh

^^JPow when he hears about recently unemployed people giving beejs behind Wendy's dumpster to make ends meet.

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jamisonf1 t1_je77jsy wrote

I’ll do my part if it means a good red day tomorrow 🫡

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buffandbrown t1_je72t9l wrote

Agree. Until economy consistently slows down, rates are going to stay higher. Feds have mentioned over and over again about no rate cuts this year, yet here we are.

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nateccs t1_je6zo2r wrote

i'm intrigued by your comment about low volume and options closing moving price direction towards EOD. can we simply infer that based on the P/C ratio we can predict the direction? if so i would like to throw down on that!

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LukaBaxter t1_je7v1mn wrote

Let me know if you find a correlation like that. Makes sense in a way

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DaddyDersch OP t1_je70b43 wrote

Hmm. I havent quite thought about it like that. Most of the times it an eod push up

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greenskew t1_je74xds wrote

We are in a cocaine bear market. It will go up and up till it goes tits up. Then it will go up some more to spite the Fed.

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enav7 t1_je6w06j wrote

Big fan of your write ups. Why do you suspect the JPM collar to affect the market negatively?

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DaddyDersch OP t1_je6wmst wrote

While its not a directional trade... many people join jpm in those SOLD calls... closing in the reds a huge loss

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enav7 t1_je6wtps wrote

Interesting. I sold my calls eod intending to sit out tomorrow. If things stay green I may have to load the puts before close

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flowergirlnextdoor t1_je7qsiz wrote

Any historical data or analysis of how we usually close on the day the collar expires ?

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DaddyDersch OP t1_je7rm0i wrote

Generally see some bigger red opens on quarterly

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daddyslimane t1_je7jd7y wrote

Entered a $397p position for Friday when it looked like a reject at $400 which got blown up today. Down 50% but holding to see what tomorrow brings.

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UsefulNet2164 t1_je7n3wk wrote

It got rejected at 400 multiple times but it kept trying and then blew through it eod. Seems fishy to me, idk 🤷‍♂️

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LukaBaxter t1_je7vceq wrote

Had almost equal Amt of vol on 399p and 400c all day. Thats why the bastards kept it in that range all day. Smoking everybody’s premiums

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DaddyDersch OP t1_je7rjh6 wrote

I entered 400p but i bought 30dte just in case

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daddyslimane t1_je7u94l wrote

If we don’t open red tomorrow - I’m gonna roll for next Friday.

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DistraughtPeach t1_je8bxma wrote

Thanks for these. Very detailed and enjoyable to read

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nokarmawhore t1_je71o96 wrote

The fake breakdown yesterday end of day played out beautifully. closed my calls today and am now looking to short tomorrow.

1 HR wave pretty overbought. I'm looking for an overnight rejection at 4072 overnight for confirmation to go short tomorrow.

15 min RTH which I use for intra day closed overbought after EOD push. Another reason I'm leaning short tomorrow.

Probably the only way I'll get bullish again this week is if futures gets over 4080

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DaddyDersch OP t1_je7229w wrote

Yeah that fake breakdown yesterday was definitely a nice bear trap. I like one more day of upside before retrace.

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jamisonf1 t1_je75wiy wrote

I bought $3k worth of puts yesterday and today and I’m down 50% 🥲 hoping tomorrow is blood red

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nateccs t1_je7pqr9 wrote

if it is any consolation i'm down 3k and it will be 4k by 3/31 if we continue at this rate. 388/390 puts.

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United_weBake_ t1_je7v6cs wrote

If it's any consolation I'm down 17k in crypto so now I'm trading optionsimgimgimg

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nokarmawhore t1_je74tbs wrote

For sure. Just after closing my calls, the r/r to get back in and hold overnight wasn't as good as yesterday. Just going to wait and see

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Mountain_Cupcake2704 t1_jeezd0u wrote

Hey fam. This is DD on my wives account. I got banned again. Workin the problem and will be able to post next week again.

I post my ta for free in other places for you that still want to see my ta

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Confident_Major4365 t1_je74v2c wrote

What trading platform do u use to get those supply and demand indicators?

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nateccs t1_je7pw0n wrote

He uses ToS and a custom addon for the indicators which isn't publicly available.

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jacorn1 t1_je79cv4 wrote

What is interesting is in the past few months supply and demand have been trading a lot on expectations. Now with banking shortages and increasing rates the market is not tumbling and can still be analyzed to make good money. Good write up!

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Kunyun19 t1_je7b0ys wrote

Did you quit trading Tsla and doing write ups on them?

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jabronibalogna t1_je7tv27 wrote

What are your thoughts for PCE reading Friday?

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no_sa_rembo t1_jebbel6 wrote

I won decently on calls into yesterday and now im hoping we go big red into weekend

399 would make this regard very happy

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StritPlunGrateNud t1_je70xgz wrote

Nothing is more reliable than self reported trading results, that's for sure.

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Da_Sauceee t1_jeew9go wrote

I cant count how many times your dd's have been wrong you are a big regard.

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