Josh Man

38.5K posts

Josh Man banner
Josh Man

Josh Man

@JoshMandell6

Salomon Brothers 90-98 Bond Portfolio Analysis Government Desk - Long Bond Trader Derivatives - Short-Dated Options Trading (Head) Caxton Assoc Hedge Fund

Katılım Ocak 2021
1.3K Takip Edilen148.2K Takipçiler
Sabitlenmiş Tweet
Josh Man
Josh Man@JoshMandell6·
Acquire more Bitcoin than you spend. Share some Bitcoin with a friend. We are closer to the beginning than to the end. The world is broken, but it's on the mend.
Josh Man tweet media
English
75
87
1.4K
67.1K
Joe Carlasare
Joe Carlasare@JoeCarlasare·
Remembering my grandfather and grandma this Memorial Day. Defenders of liberty. Legends.
Joe Carlasare tweet mediaJoe Carlasare tweet media
English
20
3
209
5.7K
Lawrence Lepard, "fix the money, fix the world"
Non consensus view. Warsh will cut. He will use the AI Productivity and trimmed inflation excuses. Will claim all the war inflation is transitory. Two data points from today's WSJ support this view. Kevin Hassett, director of the White House National Economic Council, made the same case days earlier on Bloomberg Television. “We’re really likely to see rate cuts this year because of Kevin Warsh,” he said. “Nothing is more transient than a supply shock,” Treasury Secretary Scott Bessent said on CNBC last week, predicting a substantial easing in price pressures after “one or two more hot inflation numbers.” As Miran points out, inflation occurs with a lag. So, cut, juice the market, run it hot, all to help with the mid terms. My view, war is over. Oil will come down allowing this.
English
141
84
1.1K
45.7K
mariana Z
mariana Z@mariana057·
I was arguing with a guy at a bar. He said he was a big pop star in the 80s. I didn’t believe him, but he was adamant…
English
876
604
23.1K
4M
Log Pilot
Log Pilot@Entouarnt4·
@JoshMandell6 @arkhet @dotkrueger Got crushed going full degen with ibit calls into “uptober”. But lots of lessons learned. Productive cycle overall… onwards!
English
2
0
5
436
Fred Krueger
Fred Krueger@dotkrueger·
Bitcoin tends to drift down and then violently reprice upwards. The "trend" means nothing.
English
63
27
558
29.2K
Log Pilot
Log Pilot@Entouarnt4·
Your doing that publicly helped to send me down a rabbit hole into understanding options more deeply. Ultimately I got around 2x my cost basis on the calls back by doing that opportunistically throughout the last cycle, at varying degrees of aggressiveness… More recently was selling puts as we chopped around. Probably around a 35% discount on my shares, given the put premiums collected over the past couple months before finally accepting assignment. Gracias Coach. 🙏
English
3
0
4
284
Josh Man
Josh Man@JoshMandell6·
Nothing stops this ....
Josh Man tweet media
English
43
21
657
19.5K
Josh Man
Josh Man@JoshMandell6·
What do you call a pig with three eyes? Piiig.
English
32
5
149
13.6K
Josh Man
Josh Man@JoshMandell6·
@AGratefulApe @dotkrueger I'm not very big into technical analysis, but this observation would seem to match the formation dynamics of a bear or bull flag. I think what's going on is that FOMO kicks in and people lose their minds and then things settle.
English
1
0
5
470
Saad Ghazi
Saad Ghazi@AGratefulApe·
@JoshMandell6 @dotkrueger On the third read it clicked ie when the "power" (law) goes out! The power law anchors BTC so if way above we drift up and rapid down, if way below drift down the rapid up. Is this because of OG holders believing in the law or some structural effect of the 21M cap? Then CCs now?
English
1
0
1
396
Josh Man
Josh Man@JoshMandell6·
@arkhet @dotkrueger I was "shorting it" by selling in-the-money calls and aggressively rolling them lower over and over again.
English
2
0
9
560
arkhet.hl
arkhet.hl@arkhet·
so post 2024 nov - that’s why you were shorting mstr so confidently? we had taken a rocket ship to the top just to walk back down slowly… or were you somehow seeing heavy twap selling/short the few months after mstr topped the way you shorted that still has my jaw on the floor.
English
1
0
3
588
Fred Krueger
Fred Krueger@dotkrueger·
@JoshMandell6 when the peaks happen it's both exponential up and down -- about 1% per day on average.
English
1
2
11
2.2K