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Tom Preston Turns a Bearish Housing View Into a Cheap Spread.

NowPress play to follow along0:00 / 4:37
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ticker lesson

Breakdown

0:00VNQ· ticker

VNQ — bearish due to rising rates

  • Real estate ETFs may drop as rates climb
  • VNQ has decent open interest at 2000 strikes
  • Markets aren't awful but not S&P-level
2:15IYR· ticker

IYR — bearish with spread potential

  • Fair open interest in IYR puts
  • Spread idea: buy 106 puts, sell 105 puts
  • 47 cents credit, 64% probability of partial profit
2:16XLR· ticker

XLR — low open interest, wide market

  • XLR has almost zero open interest
  • 49-day options show wide market
  • Bearish ideas but limited liquidity
2:17IR· ticker

IR — bearish on housing fundamentals

  • Bearish on housing due to rate hikes
  • Individual names like LAR are hard to trade
  • ETFs offer better liquidity than individual stocks
2:18lesson

Put spread theta mechanics

  • Buy 106 puts, sell 105 puts for 47 cents
  • Positive theta from extrinsic value growth
  • Negative delta at -10, 53% max profit

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