JustinK
2.8K posts
JustinK
@SpaceForce623
Aerospace Engineer. Options and volatility trading. Macro analysis.
Joined Mart 2021
336 Following347 Followers
@EconstratPB As an engineer, I’m allowed to say that your math math’d 🤓
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@SpaceForce623 I’m just throwing shit at the wall bro and listening to the voices in my head 😂
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It comes down this stupid little number: the elasticity coefficient.
Get that and you get the oil trade.
Link in bio.
EconstratPB@EconstratPB
@robin_j_brooks has low end price elasticity of .1, which is the same as @paulkrugman I’ve modeled it with a much lower estimate bc of this.
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@EconstratPB My parents let me take off whenever to go skiing as long as my GPA stayed above 95/100. Fair trade IMO and incentivized me to keep the good grades 😂
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My middle child is taking a parent approved Ferris Bueller day off from school today.
Meeting up with a few gal pals to runaround.
Kinda fun to watch IRL.
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Who is cracking a beer with me at 6pm?
Wrong answers only.
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Not surprised the dip was short lived. Yes things are bad, but it is not the time to short. Not yet…
JustinK@SpaceForce623
The fact half my feed is pointing out reasons why the market is about to collapse leads me to believe it won’t happen right now. Knowledge is vol dampening. It’s less likely to happen when everyone is expecting it 🤓
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@MacrostratPB I know the space so it made sense. Sizing matters though. I actually want it to go down further as I’ve only deployed my first round of cash. I’ll never be able to call bottom but I can spot discounts from a valuation standpoint.
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@MacrostratPB I may have started sizing in 😬
Some of these multiples are trading lower than consumer staples. Great long term holds.
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@EconstratPB If everyone is prepared for the market to drop, it won’t drop. Vol supply for the win
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You spent all this time being neurotic and hedging and shorting and buying puts….
Just to see spooz down less than 1% and CL give back 1/2 its gains once Trump shot his wad.
There’s a term for this.
It’s shall go unsaid.
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@dunbar422 I fly Alaska a lot so that’s what came to mind. They’re cheaper. Round trip to Seattle from SoCal is maybe $100 total increase for both legs.
Other airlines gouge you more though for sure.
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@SpaceForce623 Economy plus is more like $100 in my experience. $40 barely gets you an assigned seat anymore.
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It’s barely ok coast to coast.
Otherwise yes total waste.
signüll@signulll
flying first class on a domestic short haul flight is completely & utterly useless.
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