@JerryCap I'd rather be a retard than what he is, a pathetic dick sucker. All the money in the world can't buy dignity.
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Tradfi2deficonvert
1.9K posts
Tradfi2deficonvert
@oldcalibanker
20-year Wall Street veteran winding down my career. Spending my free time in the rough and tumble memecoin world and feeling reinvigorated!
Check my banner Katılım Şubat 2023
216 Takip Edilen193 Takipçiler
Bezos is a retard.
*Walter Bloomberg@DeItaone
BEZOS: I THINK TRUMP IS MORE MATURE, MORE DISCIPLINED
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@HayekAndKeynes Couldn't have happened to a more arrogant dick on X...
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Benn Eifert’s QVR is winding down after a painful YTD drawdown
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@otium33 Guy is a scumbag grifter. Ask him about Afterhour.
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really hope no one is blindly following this guy lol
Kevin Xu@kevinxu
NEW TRADE: SOLD $HIMS AND FULL PORTED $QS Driving right now. Full thesis coming soon.
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@trader_cc_ Same here. Went big at $4 and have been trimming since the $70s. Exited my last shares on Friday. Still love the company but betting I get reentry well below $100. And if not then so be it.
Learned the hard way with NIO in 21: taking some of the profit >>> losing all the profit.
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$RKLB was a decent trade, but as the market always is… kinda a mind fck.
I believe in the longer term thesis and the theme with everything going on in SpaceX ipo land, but its hard not to ring the register on a one day move like this with the general market at historical extensions from MAs.
Yea u can align with the “rotation” argument, but if the QQQs pull back to even just the 10d, this will inevitably come with it in some shape or form. Kept a small trailer, but ended up covering a majority of it Friday at the close and will look for a more tactical re-entry over the next week or two.
Only time will tell if that was the right move, but the general asymmetry in the market is no longer to the upside and beta is a real thing. Best case is this holds RS as mkt pulls back and can find another way in with some better RR.
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Went to a Michelin omakase in Japan. Chefs insisted we sit in the middle seats. We later found out why: every other guest was a young, rich, bored Chinese national barely looking up from a smartphone.
The chefs saw American names and knew we'd actually appreciate and interact.
Matt Bateman@mbateman
Was in Paris a couple months ago for wife’s 40th. We splurged and did a handful of Michelin stars and similar and kept noticing that it was mainly Americans, along with a smattering of other foreigners, eating at them.
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@Bluebearmonkey @stanfordNYC Everyone knows white people, and Americans especially, are the most welcomed and respected tourists in Europe and Asia 🙄
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@stanfordNYC Well aren’t you a special wyboy.
You wanna cookie?
Blue Bear@Bluebearmonkey
All wypipos are constantly generating sanctimony… which must be regularly released on their betters. This is necessary because, deep down, wypipos fully understand their horrid nature and only sanctimony can keep the demons at bay. Tirelessly for them… tiresome to us.
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@BoringBiz_ The handcuffs only exist if you let them. Had a 20 year career as a banker. Two firms. Never took group head roles. Moved to West Coast (not SF). Barely traveled post-COVID. Kids go to public school. Crushed the 20-21 cycle. Banking changed my life, in a good way.
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Golden handcuffs are way too real in finance
> work 70 hours a week as an analyst
> live in a small apartment with roommates
> bonus hits your bank account
> spend most of it on a watch or vacation
This quickly turns into
> work 55 hours a week as an MD
> live in an overpriced house in Jersey or CT
> multiple vacation homes across states
> send all 3 kids to private school
> potentially divorced once that cost 50%
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@devahaz @GayBearRes Test run through the Strait of Hormuz.
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@GayBearRes Seeing a lot of debate on that, it’s just one cruise ship tho, should just bomb it and move on
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No no no no no no no no no no…
BNO News@BNOFeed
BREAKING: WHO says hantavirus outbreak on cruise ship likely involves human-to-human transmission
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@thesincerevp Lol. "ECM analyst" calls it the allocation and not deal size, has a "risk model", and claims to have read the S-1. GTFOH.
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@groyplax @TheSpeculator0 It most definitely is not the second highest level. There's stratification at the MD level. EDs are dime a dozen.
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@TheSpeculator0 It’s the second highest level it’s not some low level position idiot
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banking titles are so funny with everyone thinking executive director == high level banking executive
taoki@justalexoki
permanent underclass goyim really think a few million dollars is life changing money for a high level banking executive
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Another place I can get in and you can’t
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@Alexfeinberg This is a retarded tweet. Run the math, buddy... Turn it into a consulting question... In a casino, how many times a day does a roulette wheel come up 6 red or black in a row? # of wheels, # of spins per day and then you can do the rest.
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This post shows why my audience is fairly high IQ while those who don’t follow me completely missed the point.
Clearly if something is actually 50/50, it doesn’t matter how many of one side came up in a row, the odds of the next one are still 50/50
What I am saying is that empirically, a hot streak is suggestive that the underlying mechanism is more likely to not be 50/50 than it is.
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If something with 50/50 chances happens 6 times in a row, the correct assumption is that the chances aren’t actually 50/50 and the odds are mispriced
History Defined@historydefined
An infamous roulette game in Monte Carlo Casino on August 18, 1913, saw the ball land on black 26 times in a row. Gamblers lost millions by repeatedly betting on red, convinced it had to happen eventually. The event became one of the most famous examples of the gambler’s fallacy.
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@Sharpbuttaknife @Alexfeinberg That makes no sense. But the original tweet is retarded.
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@madeleinewintr Good: blue buttoners
Bad: red buttoners
Worst: blue buttoners who moralize on X, believing an X poll decision/outcome has any bearing on real life
Just look how often polling diverges from outcomes in controversial votes...
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I give you $1,000. You can either keep it or pick a number off a single spin of a roulette wheel (1 in 38 odds) for $50,000. Which do you do? Assume you can’t hedge the risk at all.
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@waitbutwhy Good: blue buttoners
Bad: red buttoners
Worst: blue buttoners who moralize on X, believing an X poll decision/outcome has any bearing on real life
Just look how often polling diverges from outcomes in controversial votes...
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Suddenly standing alone in the room, I begin by imagining humanity banding together and blue winning in a landslide, and I feel a rush of pride. Red is the genocide button. Blue is the “save humanity from this nightmare” button. I know what kind of person I am.
As my hand hovers over the blue button, I can’t help but imagine a gun pointing at my head with a bullet in one of the chambers. I feel a surge of fear shoot through my body.
Then I think about all the other people staring at the blue button and thinking the same thing. Surely some of those who initially decided to press blue will succumb to the fear. It starts to feel like a gun with two loaded chambers. A stronger pulse of terror.
The more I think about it, the more I worry about other people thinking about it. My heart races.
Then I look at the red button—a gun with no bullets in it. A glorious feeling of relief washes over me. Will I hate myself forever if blue wins because enough others were better and braver than me? But don’t I owe it to my family to protect myself? One vote won’t change anything anyway, right? It’s all irrelevant because the mammal I live in has already made up its mind.
I wince and press red.
Tim Urban@waitbutwhy
Everyone in the world has to take a private vote by pressing a red or blue button. If more than 50% of people press the blue button, everyone survives. If less than 50% of people press the blue button, only people who pressed the red button survive. Which button would you press?
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My kids will argue with me, saying "everyone else is doing it." And I'll respond "I don't care because the average person is retarded."
And the results of the tweet below are exactly why. >50% of people are retarded.
Tim Urban@waitbutwhy
Everyone in the world has to take a private vote by pressing a red or blue button. If more than 50% of people press the blue button, everyone survives. If less than 50% of people press the blue button, only people who pressed the red button survive. Which button would you press?
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@SteveWiesnerSMB @BoringBiz_ That's because the best group heads and bankers don't stay at BB. They go to boutiques and rake it in if they're good.
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@BoringBiz_ Just curious generally. I had lunch w/ a BB IB Group Head a while back and the numbers he told me about were 👀.
Much lower than it was back in my day.
Not sure if the same applies to HF / PE.
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