Moontower #269

11 months ago

Friends, I’m driving to Costco Friday morning with mom. She’s telling me that she’s waiting on a friend who is…

thrive

12 months ago

I want to highlight a section from the Alex Honnold/ Rich Roll interview I mentioned last week. Skewed View from the…

etf fair value

12 months ago

I replaced my IBIT shares into long calls when BTC vol got crushed this week while selling my VIX futures…

meme

12 months ago

If you google “origin of the term meme”, you are served a snippet from Wikipedia: The word meme was coined…

Moontower #268

12 months ago

Friends, If you google “origin of the term meme”, you are served a snippet from Wikipedia: The word meme was…

hedge ratios

12 months ago

Net of last week’s April expiry the flurry of trading from the last few weeks has left me net long…

not dead yet

12 months ago

Friends, Rich Roll interviewed Alex Honnold last year while he was promoting the Nat Geo film The Devil’s Climb. The film…

back in black

12 months ago

On Friday night, we saw AC/DC at the Rose Bowl for nephews first concert and my boys second (they liked…

If they ban short-selling derivatives become the underlying

12 months ago

A reminder in the spirit of being attuned to seemingly far-fetched risks: If short selling were restricted in any way,…

Moontower #267

12 months ago

Friends, It was a long week in southern CA. I was pulling out of SAN in a rental car Monday…