Noel Smith

Good story about what's going on at Convex (my firm) from @EQDerivatives, I'll post the link soon.

Chuck Norris has died, legend.

US 10-Year rate

My pleasure speaking with @MarketWatch about the current markets: marketwatch.com/story/investor…

@Citrini7 20% on Rotten Tomatoes

Her 2

I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up.

calming down bro who fomo bought into Silver at $120 this year and now it’s $68

422 declining members in the S&P 500 today ... a new high for 2026

Friday March 20 OpEx $SPX bounce? …the following week.

*POWELL: VAST MAJORITY DON'T SEE HIKE AS BASE CASE FOR NEXT MOVE

JUST IN: Meta announces they'll be shutting down the Metaverse, after pouring $80,000,000,000.00 into the project.

Initial read from Treasuries and rates space is one of minimal relief as the dot-plot retains one cut for 2026. Two-year yield dips below 3.70% and December OIS shows 22bps priced vs 20bps: BBG

OIL PRICES ARE ALREADY AT $150 A BARREL IN THE PERSIAN GULF Oil from the Persian Gulf is hitting $150+ a barrel as strikes on Iran’s South Pars gas field stoke fears of retaliation. Brent and WTI remain near $108 due to U.S. and European reserves, but Dubai and Oman benchmarks show the Middle East energy crisis is severe. Strait of Hormuz traffic stays below 10% of normal.

@NateDwgs @Cboe You can VIX-ify anything that has the data, it's a good idea.

@NoelSmith @Cboe This would be interesting. Then we can start seeing some correlation between asset classes and see if there's causation if managers and retail are flooding one or the other.

New @Cboe $IBIT VIX calc, $BITVX: ir.cboe.com/news/news-deta…

@JustRockContent Great album

“Shake Your Rump” - Beastie Boys x.com/JVPALT1/status…

@nightflamelabs I’m debit on this entire operation.

@NoelSmith What's your market? 😁

My kid selling green lemonade and cupcakes for St Patrick’s Day

@AnthropicAI has just updated @claudeai, so you can now control CoWork from your phone - a very solid upgrade. I'm sure @openclaw and @perplexity_ai have noticed.

@Polymarket and @Kalshi should have an options chain on their events, just like a US Equity. Hire knucklheads like me to build the chain and make markets...I'll be 1 up, 50% wide...how you coming out? (me and @petenajarian in the pic)

this also means that I'm now out of ice. warm water for Noel.