Wade

We might actually get a rate hike before we get a rate cut

@iBladesi Ram worth more than my portfolio after today

The stone ridge port is so large they had to split the filings into pieces. and it still gives my computer a headache. A nice diversified bucket of loans from affirm, upstart, achieve, stripe.. Really something else lol. Never loaded multiple 95mb HTML files in tabs before.

@blondesnmoney Big ram nerd over here

@blondesnmoney Telling me I need less

@orrdavid “we” ? Aren’t you in Japan?

We took out every one of their senior leaders *from the air* in a couple of weeks. Genuinely: Could we do that 20 years ago? Or have we become much more capable military?

@BlacklionCTA @paxtrader777 @jedimarkus77 What screen is this on Bloomberg? With the futures/cash basis?

Your quarterly reminder from me and @paxtrader777 to preserve capital while the roll from H to M occurs today and tomorrow. Leave the big money to gunsligners like @jedimarkus77 😉

@KarstResearch just bought the book, looks interesting

@leveragedbets I read shipping man once and felt the same way for about a week

@blondesnmoney Not even a Bloomberg headline yet

@DeepDishEnjoyer @retailpunter Could you link the podcast?

@retailpunter combination of 1) like i've said in the podcast i did, i am (somewhat) dubious i have real edge (though over time this has eroded, especially on this trade) 2) i'm not exactly retail given that i traded professionally for a decade

aite folks it's been fun. closed my oil position now that i've held since last week. gun to head i would still rather buy than sell oil here but i want to just be able to enjoy my life keeping index puts on because i hate myself

Added to SK Hynix this morning, it’s simply too cheap

@GiraffeNoExist I wish IBKR had a model you could call over the api that would price an option based off the underlying

Built a live dashboard for my stocks and options portfolio. I started getting very annoyed with IBKR when my illiquid options would mark differently depending on bid ask spread but nothing meaningful changed. Made it hard to understand whats actually moving

@OneHotCode1 What screen is this?

Israel is probably the only place in the world where being in the midst of a war is bullish

@zerohedge x.com/leveragedbets/…

Now that some are starting to turn their attention from Jane Street to Citadel, here is a fun place to start... all the way from July 2020

@linglingfool I hear their office is really nice

@leveragedbets Their new floors (not Floor 1) are pretty nice. I was shocked by how dark and cramped the old ones were.

@wobblymami So ready for Waymo

The quality of Ubers in Chicago is actually hilarious it’s either get an uber black and it’s OK or a 2012 Toyota Corolla that smells like cigarettes and that horrible cherry air freshener

@blondesnmoney U have a price alert or something?

@stoked_on_waves That’s a weird one, but makes sense

@leveragedbets Yeah, a special. It went from 6.20 at the low 7.37 day before to 14.19 then back down to 5.69. Weird one. Ultimately logical to value the cash you will get dollar for dollar but put some discount on the cash in the box you don’t know if you’ll get

Just tried explaining to someone when a stock pays a 6% dividend that means the stock drops 6% a year and they make nothing. Didn’t go so well.

@stoked_on_waves Sure of course, but if I’m making a market around theo, I drop my bid by the ex div amount on the ex date, every time

@leveragedbets Stock can’t always go down! But on average it can

@stoked_on_waves Was it a surprise dividend? I would think every mm on the street would bid it up to at least $14 before ex

@leveragedbets One time $MBI was 6$ then it paid me an 8$ dividend and I made money

@stoked_on_waves “Research confirms that on the dividend ex date, stock prices drop (on average)” lol

@leveragedbets a community note, fantastic