misaligned vol
2.2K posts

misaligned vol
@AForkInLife
the risk they didn’t model. saying what I couldn’t with a badge on. trades vol. builds things. breaks patterns. probably not financial advice.
Washington, USA Katılım Kasım 2016
317 Takip Edilen1.2K Takipçiler

Contrary to popular belief, most yogurt is not high in protein. Read the label. It’s mostly carbs and 5-8 grams per serving.
Siggi’s is high protein. And no this isn’t sponsored. I wish I were an investor in it. Shilling for free.

Cernovich@Cernovich
Siggis yogurt is the macro cheat code, especially for kids. I get them the 4% fat version. Throw in some frozen blueberries and chocolate chips and to them it's dessert.
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@AmitWorldPeace @clashreport That’s their mother tongue …
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@clashreport Taiwan listening to this like: “So… should we start learning Mandarin faster or what?” 😭
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Reporter: Would the US defend Taiwan if it came to it?
Trump: I don't want to say that. I'm not going to say that.
That question was asked to me today by President Xi. I said, “I don't talk about those.”
Reporter: He asked you if you would send troops?
Trump: He asked me if I'd defend them. I said, “I don't talk about that.”
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Why is not spelled that way then. Why is Chinese romanization deliberately wrong
Jack Posobiec@JackPosobiec
Xi Jinping is pronounced "SHEE" as in "sheep" Really simple name that so many Westerners get wrong
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@Nick_Davidov Is this calculation correct though? Most of the contracts are not full stacking, or at least not by default.
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You invested $100K via a 3-layer Anthropic SPV at $380B valuation.
Third layer takes 15% management/set up fees and no carry
Second layer takes 10/20
First layer takes 10/20
So your real investment is 100*0.85*0.9*0.9=$68.85K. Given nobody scammed anyone in the matryoshka
An exit at $1.4T IPO gets you a MOIC of ~2.8x after dilution. That’s $192K on the first layer.
The first layer takes 20% carry, you have $167K left
The second layer takes 20% carry ($36.4k), you have $130.6k left
So you have made a $30K return on a $100K investment in a year.
So layered SPV investment got you a 68% Anthropic exposure. Buying Google stock gets you 14% and Amazon - 18%. AND a multiple on all the money Anthropic spends on compute (most of their money). AND exposure to a money-printing business with a strong AI component that rivals Anthropic. AND no scam risk. While the 32% lost in SPV fees just fund someone’s coke habit in Miami.
Same $100K put in AMZN and GOOG over the same time period would also get you the 30% return. You’re welcome.
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@swarajk_ Always a 30u30, that indicator is comparable to inverse Cramer now
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@steipete Why is Claude Design so obsessed with having different fonts in headers?
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@jesseproudman For those cheering for this tax, thinking it only applies to millionaires, wait until you find out you're next on the chopping block in a few years.
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I love Washington. It's heartbreaking to watch this unfold.
Nine countries repealed their income taxes on capital because capital flight costs more than the tax collects.
We're ignoring a century of evidence — and the people who can't leave will pay for it.
As a State, we can and should do better.
Jason Rantz on Seattle Red@jasonrantz
‘Rage is the best emotion I can describe’: Venice AI founder @jesseproudman is leaving Seattle over the millionaires tax seattlered.com/taxes/jesse-pr…
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@shiri_shh Why do they always want different fonts in the same line?
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@ClownWorld EU leaders gave up their land and people for immigrants. Sigh.
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@greg16676935420 @DustinCanFly @LAYS @LAYS is really not encouraging people to consume their products lol
24 8oz bags is a one-year supply. Did you hear that, peeps?
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@DustinCanFly One 8 oz bag every 2 weeks is a year supply? SMH my head @LAYS
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@banditmapache_ I'm Asian and if this was my daughter, I would do anything to drag her out of that apartment (and relationship). I don’t care if she hates me for a few years, but eventually she will understand.
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Un conflicto estalló entre un hombre nigeriano y su novia coreana debido a las diferencias culturales entre los dos pueblos, ¡y el problema era sobre lavar la ropa!
El hombre dijo: "Buenos días a todos, vamos a lavar la ropa porque no tenemos lavadora en casa".
Le pedí que separara la ropa blanca del resto, ¡pero me lo pide a mí! ¿Un hombre adulto como yo... y me pide que lo haga?
• La chica: "No estamos en la misma situación. Acabo de llegar del trabajo y tú estuviste en casa todo el día sin hacer nada, ¿y aun así quieres que haga algo por ti? ¡Eso no es justo!"
• El hombre (dirigiéndose a la cámara): "Soy un hombre y ella es una chica... Se supone que ella debe lavar la ropa, ¿no? ¡Mírenla, pidiéndome que clasifique la ropa!"
• La chica: "Que seas mayor que yo no significa que tenga que hacerlo todo. Si estás en casa, es tu responsabilidad ayudar."
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