KeyPaganRush

A video that explains how market makers delta hedging Vanna/Charm exposures can affect price movements; made in collaboration with @jam_croissant Hopefully the financially semi-literate (Like myself) will find this useful~ youtu.be/-RhSCoElB9Y

@Crowded_Mkt_Rpt @RepJackKimble Mate, its a satire account

@RepJackKimble republicans too big guy

Weird how Democrats have stopped talking about the Epstein Files.

Trump is trying the "Madman Strategy" against the country that pioneered it.

Pretty cool, wonder how this may affect FX and equity inflows going forward

South Korea names Shin Hyun-song as central bank governor s.nikkei.com/4lTREZl

x.com/KeyPaganRush/s… Venuzuela / Greenland would be the Melos moment for the US Iran quickly looking like its going to be Syracuse lmao

@TheAustin24 @moreproteinbars Hit my bids plz

@moreproteinbars I call bullshit. Everyone screaming end of the world oil is going to infinity is just parroting a unofficial government talking point. Quite frankly alot are GLOWING. Oil looks like its going down much further by end of year.

That’s because oil guys want to scream, everything is not ok, this is much worse than you think.

@OwenKemeys @TXMCtrades @FreeBandito @GestaltU It wasnt until Augustus stepped in and instilled the Vigiles Urbani as a publicly funded fire brigade that Rome finally managed to get a handle on putting fires out;

@OwenKemeys @TXMCtrades @FreeBandito @GestaltU disgustingly rich and monopolise everything, somehow to the amazement of libertarian tards who havent read history The net result was that the city continued to suffer from fires, despite a fully privatised fire brigade and many people would sell their property for shit all

When people say taxes are a scam How do they envision governments taking in funds to finance themselves? Genuine question. Before you answer, don't tell me we're gonna maintain all our public infrastructure, services, and defense with a voluntary slush fund. How do they do it?

@pekwat I want to retweet this haha

Every time I check if my bullishness on the GLP space is getting too high, I see another publication in my feed that is just like "Yeah GLP analogues also cure this; no your organs dont get rekt, no that demographic doesn't get rekt, no in fact it makes that better too"

@moreproteinbars @taobanker How does she achieve this; asking for a friend

@taobanker My friend’s wife has the sickest body and she eats a pint of Haagen Dazs every night

the fact that an entire pint of haagen dazs is only 800 calories really has me re-examining everything ray peat has said

@Globalflows Sounds like a prompting skill issue

One of the things I've been learning and still learning is switching between different models within Claude Code in order to optimize for usage while not sacrificing quality. A lot of times this week, I've used too much computing power on the wrong tasks and ended up spending a lot more money than I should have. On the flip side, I tried building stuff with the less intensive models, and I ended up wasting a lot of my time. Another fine line that no one tells you about that is domain and task-dependent. I think this is especially true if you're a non-technical person like me.

Listening to an antivax, Grok simping neckbeard shill XRP as owning a bank network to what seems like a gullible guy and I dont know if its faux pas for me to chime in and say hes BSing him Put my earphones in for now

Syracuse follows Melos, which is really how most imperialism eventually get checked Whether it be Britain Boer or Rome Parthia, eventually peak hubris meets an unexpected hiccup which makes further expansion unpalpable domestically and fiscal burdens, rather than moral qualms

@John_J_Ahearn Long dated gold calls rn

The people going on about reducing govt spending without reducing social security and/or military spending are the same morons that think that growing your own coffee beans and not eating avocado toast is the cheat code to an easy retirement

@sidprabhu x.com/KeyPaganRush/s…

Does anyone know why the price of oil going from ~90 ->~60 as OPEC expanded production during the Fed cutting cycle of 2024-25 wasn’t a positive supply shock that they “look through” but reversing that is a negative supply shock that must be “looked through”? Have we found a perpetual motion machine of transitory inflations?

Oh you got 4 quadrant model? Take a look at my 10 decant model bitches

Just fucking wait until I start adding global indices, FX, broad commodities, news feed parsing and UMAPs on top of this, gonna put all the macro-boi newsletters out of business by generating the exact same amount of alpha (0) as their newsletters too 😭

I has vibe-coded a very evil thing I can now generate my own macro soap-opera narratives completely for free 😭