HeyJaredSharpe Two
Data-backed volatility forecasts for traders, quants, and risk-takers. You trade. We assist.
- Indexed issues, last 90 days
- 19
- Latest publication
- Sep 30, 2026
- Audience
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- Earliest in this view
- Aug 12, 2026
Latest issues
Trad Anatomy - Short vol in KRE (opens the original)
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Two weeks ago, we were presenting an opportunity to short volatility in the regional banks ETF KRE. At the time, the FED just hiked by a quarter percentage point for the first time in 3 years, resuming its fight against a stubbornly high inflation. Regional banks are one of the most sensitive assets to Fed interest rates, especially after 2023 where a series of rate hikes had ended in t
Forward Note - 20260927 (opens the original)
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The equity markets finished the week positively, with the Nasdaq still leading the charge, adding more than 2% this week, while the SP500 was more prudent, only advancing a little more than half a percentage point. Rates were once again the big talk of the week, with yields breaching levels not seen since 2004. <a class="image-link image2 is-viewable-img" href="https://substackc
Signal du Jour — Short Vol in DIA (opens the original)
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The bond market had a rough Wednesday. The 10-year Treasury yield touched 5.08%, its highest level in nineteen years, and the 5-year crossed 5% for the first time since 2007. Oil rallied, and PMI data showed business activity expanding at its fastest pace since 2021, which is good news dressed up as bad news for anyone hoping the Fed is done hiking this year. Stocks sold
Trade Anatomy - Short vol in ETHA (opens the original)
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Two weeks ago we … forgot to send the Signal Du Jour despite it being fully ready in our draft. First time in the almost three years since we started this newsletter, and we apologise: we just did not schedule it for launch and it stayed there. Another reason to subscribe to our analytics platform and by the same occasion, our discord channel where we trade these signals live everyday.That said, as a result of this honest mistake, this edition of Trade Anatomy is free and you will see at the end
Forward Note - 20260920 (opens the original)
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This week equity markets finished with mixed feelings. The Nasdaq was euphoric, adding more than two and a half percent, while the SP500 was mostly flat, adding a little less than half a percentage point. The Russell, the index tracking smaller and medium capitalizations, lost about one and a half percent. <a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!X4pW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-
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