SKEWVIEWS.LLC

SKEWVIEWS.LLC

Welcome to SKEWVIEWS

Think Outside this box

SKEWVIEWS CHALLENGE

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  Ø Based upon proprietary research, Skewviews, LLC is continually developing option investment theories, contradicting many traditional and recently failing investment strategies.
Ø Our managers combine macro strategies with well researched option strategies, to develop alternative and uncorrelated trading theories.
  Ø Skewviews, in name alone, may indicate that we are well versed in option theory and structure.
Managers John Maher and Jim Smith, combined have over75 years of option trading experience. Both began their careers, in 1980, on the trading floor of The Chicago Board Options Exchange.  
Ø Please feel free to read through our option theories and watch our  alternative market videos. We hope that you will find the views insightful and will contact us with feedback and further information about SKEWVIEWS, LLC.

 This is not any particular investment advice from Skewviews. Nor is it any recommendation for investing in any particular security or asset class.

 

SKEWVIEWS----Always ready to learn

  Just when you think you know all there is to know about options, someone tells you something new.             John Maher and Jim Smith originally used daily butterfly equations to price options. Then they printed theoretical value sheets. Then came electronic pricing sheets. and finally algorithmic trading systems.    "Having started on the CBOE during its infancy, we saw all the big events, except 1929. Yet sometimes it feels like we were there."                                                                          Feel free to contact us about SKEWVIEWS. 

John Maher

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Series 3, 7 & 65
 BS Finance - Marquette University
  Chicago Board Options Exchange                   

  Morgan Stanley -  FX Option Trading Group,

Goldman Sachs -  FX Option Trading Group

    Financial and Commodity Option Broker   

Jim Smith

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   Series 3, 4, 7, 55, 63 & 65      
 BS Finance - Marquette University  
Chicago Board Options Exchange -  Market Maker 

 OTA LLC- Option Volatility Trader, Portfolio Manager  

OTR Global - Options Strategist

The Devil and The VIX

Buying Low Vol levels is a dance with the devil. Don't be tempted.

Skewviews--The Devil and The VIX (docx)

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LARRY BIRD LIKES LOW YIELDS

Written in late 2018, we discuss the love for low yielding, safe treasuries.  Larry Bird has long ago discussed his view on this.
Read what "The Hick from French Lick" says, and watch his highlight video.

LARRY BIRD LIKES LOWER YIELDS (docx)
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WHAT TO DO WHEN YOU KNOW YOU'RE WRONG

2019-EQUITY HEDGING DISCUSSION

What to do when you know you're wrong (docx)

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GREENSPAN WAS A stinking MEDDLER

THE FED HAS LOST ITS TEETH AND ITS MANDATES
OUR RATES VIEW AND TRADE THOUGHTS FOR FOMC
Posted July 30, 2018


Greenspan was a stinking meddler (docx)
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WHO PASSED THE GASS

September 2018 piece on the future of Liquid Natural Gas (LNG).
Specifically how it relates to Cheniere Energy (LNG) and their prospects as the leading exporter of the wet stuff.
They didn't get the NYSE symbol (LNG) because they were last. THEY WERE FIRST.
Cheniere is ideally located up river from Houston on The Sabine Pass, which is why they PASS THE GASS

Skewviews--Who Passed the Gass (docx)

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THE VAMPIRE'S NIGHT OUT

THE ONLY TRUE STOP LOSS

  

Stop loss translates to, stop the bleeding. But when everyone goes to the blood bank collectively, it’s The Vampire’s Night Out.

True stops can only be achieved with option capped strategies.

Skewviews, LLC invests entirely, using option capped risk positions.

Contact info@skewviews.com for more information.

 John@skewviews.com
Jim@skewviews.com

Algo's Vs. Execution Systems

 There needs to be made a distinction, between Algorithmic Trading and electronic execution systems.

The first important difference is the brains behind the two systems. While neither can be considered dumb, the HFT Market Makers of the world have invested heavily in smart people and smart systems, while the mutual fund community has been happy to auto execute and complain to regulators about Algo’s.
 

The second distinction is the purpose of each group. Electronic execution systems exist for entry and exit of securities position. Money inflows drive buying and money outflows drives selling. It is a simple process of following the instructions of clients and fund investment guidelines.
 

Algo trading systems are nothing more than market makers. Indeed they are brilliant, front running orders from funds and improving their levels of market making.  But, the competition between  algo Armies, makes it more difficult for one algo to dominate.  Being the rogue bad guy is a dangerous business.

Their main goal is market making, and going home flat.
 

So when we accuse Algo’s of increasing volatility, we need to pinpoint the true culprit. Carl Icahn, blames passive investing for recent volatile equity swings.
"Passive investing is the bubble right now, and that's a great danger"  
 

In conclusion, this is how I see this playing out.
Passive investment firms will improve their electronic execution systems and alter client holding periods, which together will lessen the volatility of entry and exiting positions.
Algo market making firms will continue to spend heavily on the best new technology, designed to make markets, which will also constrain volatility.
When we return to normal volatility levels, which we always seem to do, I would expect the downward pressure to be more forceful than ever.
 

Skewviews, LLC is a registered investment advisor.
This is not a recommendation to buy or sell any securities.
Visit www.skewviews.com for more information about our firm
email info@skewviews.com
 

The Trump Put

Posted June 2018--Will military spending continue its moonshot. Or will Trump turn on his friends, with a hand out for cost cuts.
It may not matter if drones lead us towards a cheaper option for the future of arms.
Watch our piece titled "The Trump Put"

FROPEC--3 Reasons to buy wti

Crude Oil View posted August 2017

3 reasons to buy crude (1) (docx)
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Stars & Moons--Cancer, treatment or cure

Stars & Moons Trade is an investment theory being developed and soon to be implemented at SKEWVIEWS, LLC
Please watch and reply to our views concerning--Cancer-Cure or Treatment

CANCER--CURE OR TREATMENT

 “Pro football is like nuclear warfare. There are no winners. only survivors” – frank gifford   

Frank Gifford was wrong. There are winners and losers in everything. Sports, politics, war and business. Especially, the dreaded disease of cancer spawns winners and losers.
In the long battle for a cure, cancer patients are scored as the winners and losers.
  
But in the endless fight to treat cancer, we are in the final leg of the race.
The business of cancer treatment will soon reward few winners and many losers.
 

Losers will fall from the bloated fields of pharmacology, clinics, medical devices, hospital corporations, doctors, lawyers, advertisers, lobbyists, and charitable organizations.
 

Winners may well come from the few players in the up and coming field of theranostics. 

** (Spellcheck does not recognize the word, which should please us greatly)

Cancer Power Point (pptx)

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SKEWVIEWS, LLC

624 Elmwood Ave. Wilmette, IL 60091

(312)-593-0733

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Forever: 24/7