Dissident Thoughts
- #262 in Economics & Finance
- #6,414 among international channels
- #8,960 among English channels
- #10,122 worldwide
Financials advices only if you make money
- 24 hours
- +1
- 7 days
- –
- 30 days
- –
- Reactions
- 4
- Reposts
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- Comments
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Subscriber growth
Dissident Thoughts has 754 subscribers.
Daily numbers, last 30 days
| Date | Subscribers | Change | Posts | Avg. post views |
|---|---|---|---|---|
| 12 Nov | 754 | +1 | 0 | – |
| 11 Nov | 753 | −1 | 1 | 194 |
| 10 Nov | 754 | +2 | 0 | – |
| 9 Nov | 752 | +12 | 1 | 431 |
| 20 Oct | 740 | – | 0 | – |
When it posts
Times in UTC. 21 posts in 90 days.
Recent posts
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Don’t be mislead by the NVDA Chinese honeytrap.
194 views 10 Reactions -
Net positioning remains defensive as market participants have substantially deleveraged. In this environment, driving a sustained leg lower would require a severe fundamental catalyst. Conversely, an inline or soft CPI print would further de-risk the December FOMC meeting by diminishing rate-hike probabilities, providing the necessary dry powder for a relief rally.
431 views 1 Reactions -
After presidential elections, the market's initial move has tended to continue over the following three months. After midterms, it has told us little: stocks rose in nearly 9 out of 10 cases over the next three months, gaining about 6% on average.
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Local bottom Qqq will underperform spx
755 views 6 Reactions -
Friendly reminder
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As the U.S. midterm elections approach, market positioning is being heavily shaped by a structural nuance in options flow: hedging is currently concentrated at the index. Two paths : 1. The "Better-Than-Feared" Scenario (Divided Congress / Republican Senate) - With heavy short positioning and index-level hedges in place, a relief rally would force a rapid unwinding of index puts. - Expect the main indices to significantly outperform the single-stock average, driven by broad index short-covering and a powerful short squeeze. 2. The Democratic "Clean Sweep" Scenario (Senate + House) - Because portfolios are poorly hedged at the individual stock level, single-stock downside is underprotecte...
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Following recent volatility in the AI trade and a historic rotation toward defensive sectors, the BofA Bubble Risk Indicators (BRI) for US Healthcare (Hcare) and Consumer Staples (Staples) have been pushed toward bubble-risk levels, with indicators crossing or approaching the extreme bubble threshold. To capitalize on this dynamic, we propose relative value options trades designed to hedge high BRI defensive sectors against secular tech exposure: - XLP vs. XLK Strategy: Buy XLP Nov 85 puts while selling an equal notional of XLK Nov 175 puts for a 0.23% credit (indicatively -25d strikes; 2.1:1 contracts; reference prices: 87.21, 185.96). - XLV vs. XLK Strategy: Buy XLV Nov 170 puts while se...
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Photo
View in Telegram
530 views
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View in Telegram
471 views
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Buy the Dip strategy (upgrade from a JPM one) A) Trigger Signal (The Alert) => Condition: The S&P 500 closes at least 5% below its highest close of the last 3 months (63 trading days). => Validation Filter (checked on the first day of the signal): Look at the 5-day performance (return 5). If ret5 is above -2.5%: Episode accepted, the buying cycle begins. If ret5 is -2.5% or lower: Episode rejected, the entire cycle is canceled. B) Execution (Taking Positions) - When to buy: At the market open on the day following the signal. - Frequency: Enter 1 trade every day as long as the S&P 500 stays below the -5% threshold. - End of cycle: Stop buying once the index closes 5 consecutive sessions bac...
636 views Photo
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As the U.S. midterm elections approach, market positioning is being heavily shaped by a structural nuance in options flow: hedging is currently concentrated at the index. Two paths : 1. The "Better-Than-Feared" Scenario (Divided Congress / Republican Senate) - With heavy short positioning and index-level hedges in place, a relief rally would force a rapid unwinding of index puts. - Expect the main indices to significantly outperform the single-stock average, driven by broad index short-covering and a powerful short squeeze. 2. The Democratic "Clean Sweep" Scenario (Senate + House) - Because portfolios are poorly hedged at the individual stock level, single-stock downside is underprotecte...
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Friendly reminder
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Don’t be too much bearish on tech Qqq is at support level, positioning is bearish. Earnings are coming
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Local bottom Qqq will underperform spx
755 views 6 Reactions -
When the VIX reaches a new high but the SPX holds up, you can start looking for a market bottom.
719 views 9 Reactions -
Buy the Dip strategy (upgrade from a JPM one) A) Trigger Signal (The Alert) => Condition: The S&P 500 closes at least 5% below its highest close of the last 3 months (63 trading days). => Validation Filter (checked on the first day of the signal): Look at the 5-day performance (return 5). If ret5 is above -2.5%: Episode accepted, the buying cycle begins. If ret5 is -2.5% or lower: Episode rejected, the entire cycle is canceled. B) Execution (Taking Positions) - When to buy: At the market open on the day following the signal. - Frequency: Enter 1 trade every day as long as the S&P 500 stays below the -5% threshold. - End of cycle: Stop buying once the index closes 5 consecutive sessions bac...
636 views Photo -
After presidential elections, the market's initial move has tended to continue over the following three months. After midterms, it has told us little: stocks rose in nearly 9 out of 10 cases over the next three months, gaining about 6% on average.
-
Photo
View in Telegram
530 views
-
Following recent volatility in the AI trade and a historic rotation toward defensive sectors, the BofA Bubble Risk Indicators (BRI) for US Healthcare (Hcare) and Consumer Staples (Staples) have been pushed toward bubble-risk levels, with indicators crossing or approaching the extreme bubble threshold. To capitalize on this dynamic, we propose relative value options trades designed to hedge high BRI defensive sectors against secular tech exposure: - XLP vs. XLK Strategy: Buy XLP Nov 85 puts while selling an equal notional of XLK Nov 175 puts for a 0.23% credit (indicatively -25d strikes; 2.1:1 contracts; reference prices: 87.21, 185.96). - XLV vs. XLK Strategy: Buy XLV Nov 170 puts while se...
-
Photo
View in Telegram
471 views
Questions about Dissident Thoughts
How many subscribers does Dissident Thoughts have?
Dissident Thoughts (@dissidentthoughts) has 754 subscribers as of November 12, 2026.
What is Dissident Thoughts about?
It is listed in Economics & Finance, and posts mostly in English. The channel describes itself as: “Financials advices only if you make money”
Where does Dissident Thoughts rank?
By subscribers it is #262 in Economics & Finance, #6,414 among international channels, #8,960 among English channels, #10,122 worldwide.
Does Dissident Thoughts post ads?
None of its 12 posts in the last 30 days carried an ad label such as #ad or Sponsored. Unlabelled promotions can’t be detected.
When does Dissident Thoughts post?
Most often on Sunday, around 20:00 UTC. It publishes about 3 posts a week.
Statistics updated 1 hour ago.