Newsletter Thoughts

2 option ideas from the Robinhood Summit 2026

Mat Cashman and I did a teach-in session to a large audience of conference-goers who use options. Here’s one idea…

1 day ago

academic acceleration

One of my close friends runs an advisory for HS students applying to college. He wrote this guest post years…

1 day ago

Moontower #330

In this issue: academic acceleration wrapping up Kelly option topics from the RH Summit game and food recs Friends, One…

1 day ago

Taylor Expansion — Cheatsheet

Stand at one spot on a curve, measure everything you can there, and use those measurements to guess the height…

1 week ago

soulcraft

My second favorite thing after a piece of art, writing, music, movie, and sport that I love is watching someone…

1 week ago

Moontower #329

In this issue: soulcraft grab a coffee and derive this with me Friends, My second favorite thing after a piece…

1 week ago

Kelly Criterion — Cheatsheet Derivation

Kelly Criterion — Cheatsheet Derivation Step 1 One Period Expectancy E = pB − q where p = win probability,…

2 weeks ago

“end behavior”

Alex is an options trader you should follow in case he ever tweets a lot. Because he doesn’t, when he…

2 weeks ago

blindsided

My cousin Nicole just had her first child in the past year and is now compiling resources for new parents…

2 weeks ago

Moontower #328

In this issue: blindsided “end behavior” Friends, Blindsided My cousin Nicole just had her first child in the past year…

2 weeks ago