Young Padawan
5.1K posts
Young Padawan
@_JB03_
rates & credit | autodidact | christian | polymath
เข้าร่วม Ağustos 2022
524 กำลังติดตาม266 ผู้ติดตาม
@sdav1986 interesting since 03/01 the pnl goes more steep. and people on socials telling “the vol” is insane rn🥸
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Biggest thing I’m focused on right now is narrowing in on idio risk. I want to ensure most of my return is idio versus factor.
So yeah - I want uncorrelated returns in all mkt environments.
It’s one of my overarching goals. We shall see how it goes.
So far I’d say I’m mid.
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@waveryder91 Been running the burrito bowl combo at chipotle of late. The hack is a classic for me
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Yeap - especially Saturdays 🫡
Kris Sidial🇺🇸@Ksidiii
Weekends are a great chance to put in the extra work. Live it, breathe it, enjoy it 🫡🫡🫡
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@sippingitreal yeah….seems like ppl tend to forget that mkts don’t always go up….
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@_JB03_ everyone was bearish on liberation day, now the credit cycle has come to an end and a forever war the will wreak havoc on the global economy that is *real* and not a tariff threat everyone is bullish.
can you explain that one to me?
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YTD I’m 22% (chart not updated). Past month has been tough.
Shifted my strat to purely vol and ensuring I stay beta neutral. Trading smaller and trying to keep it smooth.
Been doing well since my shift - I want to keep this going.
The goal is to never be a beta monkey.
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The game is way harder being a non-beta monkey, but I need to learn how to play the game the right way in terms of the risk mgmt biz.
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Young Padawan รีทวีตแล้ว
“Avoid people who are full of self-pity, and people who feel like victims. Avoid them like the plague.”
“Avoid the crooks, crazies, egomaniacs, people full of resentment.”
- Charlie Munger
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@sameas_myname @blondesnmoney this is a great question - I was looking into it but dk yet. There seem to be a few ways, but I need to try it out myself to fully know.
Ik claude has an add-in via google chrome now too that could be really beneficial, but it seemed a little sketchy on the security end.
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@_JB03_ @blondesnmoney How do you safeguard your accounts/personal information?
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@PantexCap @LogicalThesis Yeah don’t let the haters get to you. Keep doing you man.
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@LogicalThesis Totally
People always hate. Partly what makes reading sentiment hard here sometimes
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I get a ton of hate on my posts around risks to markets and my high cash position
I'd really appreciate if you could tell me if my commentary has been useful to any of you while navigating this volatility over the last month(s)
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@shortbus_ace yeah same bro - try switching to sonnet 4.6 over opus. I did that and it started working again.
Also, OpenAI has some nice stuff now via the excel add-in, and overall it’s much better than it was, but yeah still not up to par to Claude just yet.
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the way Claude never fucking works in the hour before market opens really starting to piss me off
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@waveryder91 Is that only from walking or did you get a run in there too? lol.
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If you aren't having fun with texts to the wrong number why do you even have a phone?
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