Andrew Kuhn

New pod is up! Continuing on with going A-Z in $IGV $FICO, $FIVN, $FRSH $FTNT $GTLB $GWRE $HUBS $HUT $IDCC $INTA $INTU $IOT $KVYO $LIF $LSPD $MAHN $MARA $MSFT $MSTR

This oil disruption is so large people cannot actually wrap their minds around it. The stress is there. It just is not showing up in front month crude prices. 321 cracks, have been screaming higher, not just WTI but Brent as well Murban. The market has been screaming "we have a problem," but it's showing up in places outside front month crude prices. Markets get immune to headlines and try to look beyond. We see this time and time again. The MOU was a joke, yet markets reacted as if it were an actual deal. The Houthis hitting two ships woke the market up, then three tankers cleared the Red Sea the next day and the market gave back 5 bucks on Friday. Meanwhile Hormuz is still shut.

Stayed up all night doing this technical analysis on oil After decades, it looks like we just formed a classic Brachiosaurus pattern I'll continue monitoring this situation

Trump’s warning about $200–300 oil is starting to look more plausible

Elon Musk has lost $500 billion in wealth since SpaceX stock crashed after the IPO I lost $17.50 buying a $1,000 SpaceX call option that is about to expire worthless We are not the same

How investors felt buying SpaceX at $2.5 trillion because they heard the Martian economy will be worth $900 trillion by 2047

SpaceX employees the moment the lockup expires

Andrew Tate just released a SHOCKING new podcast episode following his arrest He argues that the Heston Stochastic Volatility Model is superior to Black-Scholes for most real-world equity options. “Black-Scholes assumes constant volatility, producing a flat implied volatility surface that contradicts market reality,” he said. “They're trying to silence me for telling the truth about option pricing.” Wow!

These salads are 18% off but perfectly safe I sense a massive arbitrage opportunity here Going to buy thousands of these, hold them, and sell in a few weeks once everyone realizes it's fine to eat salad again

@SteveWiesnerSMB Thank you for a great message

Note to Dads who have activities with their kids today. One day, sooner than you think, those days will be over. I would give anything, ANYTHING, to get those days back again. When they strike out w bases loaded: it's a gift. When they spill their milkshake in the back seat: it's a gift. Mess up the windows with their muddy hands: a gift. Complain about how long the drive is taking: gift. I don't have many regrets in life, but one of them (a BIG one) is not being present enough when I should have been and not having the right perspective at times. So today, watch the game, enjoy the game, and recognize there are a bunch of people out there like me who would pay anything to be in that seat again. Those are the moments that matter in your life, and they're fleeting. The moments that don't matter... Sending another email. Having another client call. Having another meeting. Be an amazing dad to your kids. There's no more important job on the planet.

Be greedy when others are fearful

So the Iran war is back on, and it's like we're in March - except a TACO has already been tried and failed, and SPRs and commercial inventories are depleted.

In the short run, the market is a voting machine. In the long run, it's a weighing machine. In the milliseconds, it's $100,000 a month

Relocating my trading desk to the data center Trump's posts are sent from so I can be the first to read them

"Announce that a deal with Iran is imminent and send oil to $78" "Now announce that the deal is off and send oil to $80" "Say the deal is back on and crash oil to $78 again" "Now back to $80." "Ok, back to $78. And keep bouncing between $78 and $80 for the next week."

Setting up my desk at a gas station so I can see how much gas everyone is buying before setting up my oil trades

In a remarkable feat of engineering, SpaceX stock has returned itself from orbit and landed back on Earth

Trump: It's incredible. A lot of people thought oil would go up to $350 a barrel and today it's at $79

Iran_deal_version23_final-final.pdf

“I'm a contrarian value investor who buys good businesses at reasonable valuations and holds them for the long-term”