I think about what Matthew Clifford said about technology when he was on Infinite Loops back in 2022 and before…
Here’s a summer reading book rec for investors: My wife and I are both reading this. It’s laugh-out-loud funny. Gary…
I turn 48 today. Once again grateful that another year of life insurance premium went to waste. It’s a reflective…
In this issue: investing orbits present tense Friends, I save my editorializing for the section at the end today. Let’s…
🎙️Wrong numbers and why they survive | Complex System Podcast Patrick McKenzie interviews famous Wall Street quant and author Aaron Brown(Poker Face…
We recently added multi-leg support to our Attribution Visualizer, our tool for allowing you to track an option contract’s p/l…
Here’s Victor Haghani: A high VIX1 is widely considered to be one of the cleaner buy signals out there. A…
In this issue: free lunches and non-tradeoffs VIX and buy signals delta-hedged risk reversals Friends, As one of my favorite…
In a misconception about harvesting volatility, you learn that you do NOT need to scalp the gamma to isolate the vol…
A few quick hits on the topics of education and learning. Childhood and Education #18: Do The Math | 15 min read…