slashing away parts of their humanity

5 months ago

One of the best reasons to write online, which I hadn’t anticipated when I started, was to “find the others”.…

when we realized our deltas were wrong

5 months ago

In Thursday’s paid subs post, embedding spot-vol correlation in option deltas, I buried this story but I thought worth sharing since it’s…

Earnings IV Glide Paths

5 months ago

I want to expand briefly on Wednesday’s HOOD: A Case Study in “Renting the Straddle” because HOOD’s implied volatility that contains earnings…

haters

5 months ago

The following statements are simultaneously true: 1) You can do anything if you put your mind to it” is a…

Moontower #299

5 months ago

Friends, The following statements are simultaneously true: 1) You can do anything if you put your mind to it” is…

HOOD: A Case Study in “Renting the Straddle”

5 months ago

On Monday, I noticed that Robinhood ($HOOD) vol screened cheap in the Trade Ideas tool. But that tool uses 30-day constant maturity…

Games we played during Christmas 2025

5 months ago

We played a lot of games over the holiday break. Some recs. Timeline games Hitster: Draw a card. Scan the…

work is going to feel very different by next Christmas

5 months ago

I started to feel it over the break, but the feeling is inescapable after the past week. This has nothing…

Moontower #298

5 months ago

Friends, I started to feel it over the break, but the feeling is inescapable after the past week. This has…

slop

5 months ago

Merriam-Webster’s Word of the Year for 2025 is “slop”. First of all, what a difference a year makes. In late 2024, my…