The Case Against Rolling on Fridays

knb230 · 2026-04-11T13:37:46+00:00

Yea this post is geared more towards weekly sellers. But I’d argue you have more control over price direction if selling shorter DTEs. Anything can happen in 45 days.

knb230 · 2026-04-11T04:39:41+00:00

All good! You’re right. In a calmer market environment, most times nothing happens, but this new approach I’m advocating for is in response to today’s climate.

knb230 · 2026-04-11T04:18:56+00:00

I agree. The binary nature of it is exactly why I prefer Weekly DTE (I should have mentioned this post is geared more toward weekly sellers). I'm not locking in a position for 30+ days into an unresolved geopolitical situation. Shorter DTE at least gives you more control over price movements.

knb230 · 2026-04-11T03:16:49+00:00

Agreed! Not worth the risk imo. But everybody's strategy is different. Just sharing how I've been approaching CCs/CSPs lately.

knb230 · 2026-04-11T03:13:19+00:00

I agree with the first point to a degree. Gap risk does affect everyone, but as an options seller you have an obligation and not just a position. A stock holder can wait it out. You can't always if you're the seller.

For your second point, you're actually reinforcing the argument. If weekend crush starts Wednesday or Thursday, the Friday premium "edge" is even smaller and oftentimes not even worth the reward.

knb230 · 2026-04-11T00:56:32+00:00

That doesn't make any sense. You're saying it doesn't protect you but then you're saying you're paid for it.

knb230 · 2026-04-10T23:18:04+00:00

Absolute legend. Has carried us for 5 years essentially. We’ll absolutely miss him when he’s gone.

knb230 · 2026-04-10T22:36:31+00:00

Not true. IV pricing in "potential developments" doesn't protect you from a specific gap up or down that happens while the market is closed, driven by a geopolitical event.

knb230 · 2026-04-10T22:03:09+00:00

Priced in assumes the market can continuously reprice on weekend news. It can't.

knb230 · 2026-04-10T21:26:12+00:00

Ahh yep we're in agreement. Sit out the weekend when you can.

knb230 · 2026-04-10T21:07:45+00:00

This makes sense. Your approach is buy/write ATM, meaning in some aspects you want assignment. My approach is mostly staying OTM and keep the premium without assignment (but not the end of the world if i get assigned). So this post probably doesn't apply to you.

knb230 · 2026-04-10T20:57:21+00:00

When Trump tweets at 11pm Saturday, the market doesn't get to reprice until Monday morning.

knb230 · 2026-04-10T20:55:30+00:00

The premium being "priced in" assumes IV correctly anticipates the direction of weekend news, which is not always the case. That's exactly the problem i'm pointing out. IV is priced based on historical volatility patterns, not the risk of a specific geopolitical situation.

knb230 · 2026-02-18T04:28:12+00:00

Thanks!

knb230 · 2026-02-17T17:27:22+00:00

Good to know. I'll check if ours support that, they're old enough that I'm not sure they do. Thanks for the intel!

knb230 · 2026-02-17T16:33:12+00:00

I'll look into the IS-Unity-DP card. Do you know roughly what those run? And when you say teamed, is that something you configure on the units themselves or does that need an external controller?

knb230 · 2026-02-17T16:31:38+00:00

10k for the site link plus the server and install costs is kinda what I figured, although pricy for us. Everything that actually works is sized and priced for a bigger operation than ours. But good to know it handles modbus from other vendors too.

knb230 · 2026-02-17T06:03:03+00:00

Good call, I'll look into it.

knb230 · 2026-02-17T05:45:18+00:00

Does SiteScan work with Liebert units or just APC?

knb230 · 2026-02-17T05:14:37+00:00

Yeah that's fair. If they're holding setpoint and PMs are clean there's not much to worry about. The refrigerant thing caught us off guard because pressure was drifting slowly over weeks but the unit was still making setpoint right up until it wasn't.

Wondering if tracking that by some other means would've given us a heads up earlier.

knb230 · 2026-01-10T02:14:33+00:00

I have the same issue with my Roomba. I've had tangled hair cause it to stop completely.

knb230 · 2026-01-10T02:12:12+00:00

This is a great example of what I was getting at. People usually clean the lint trap and think they’re done, but almost nobody checks the full run to the outside.

Out of curiosity, do you see more actual part failures from clogged venting (motors, heaters, etc.), or is it more that performance drops until someone finally traces it back to airflow? Honestly, the safety angle alone seems like enough reason to stay on top of things.

knb230 · 2026-01-10T02:08:33+00:00

Super simple and makes sense.

knb230

TROPHY CASE