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Nervous-Structure725 t1_j22lbsu wrote

Sell calls now, buy puts in at least 1-2 months, both sell and buy puts for a while til you think close enough to bottom or stalled thst others will be looking forward then keep buying outs and sell the fuck out of calls

Or what you see fit. I mean by this- employ your inclination/thesis for one position and the use inertia of sentiment as a weapon as well.

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NoMoreLandBro t1_j22oifv wrote

Oh damn yeah, selling naked calls or credit spreads is a great idea. Depending on the volatility. If it’s high, then worth selling.

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Nervous-Structure725 t1_j22psrn wrote

Thanks. Good caveat.

Another instance of business vs market differences I fear will kill this idea.
Real estate as a business is a beast on sentiment to its following. High hopes always. It makes me think super volatile, same as these cheap watch movement-esque ticks up once daily on DRV. It just feels like RE sector investors are always all gung hoe (so?) but the reality hits in just a little— so many haven’t bailed from REITs and residential property companies yet that it’s just begging for selling em what they want.

But In this market’s world, volatility it’s doesn’t necessarily make, I fear.

Also I probably wouldn’t go short on larger commercial and industrial builders for too long I don’t think. Especially those building in for medical space (that PE market seems to be climbing)

Plus those guys should actually get a little more of the pass through on some of the materials prices that have fallen, I don’t think resy will get that full discount to real commodities pricing plus standard MU for some time

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