Newsletter Thoughts

Insider selling that’s…bullish?

I referenced one of Kevin’s articles about funding trades in Thursday’s letter. I have several of Kevin’s tweets saved. This one is…

1 year ago

reality is more than memes

For Friday’s family pizza/movie night, we finished watching the 1978 Superman starring Christopher Reeve. It’s one of my favorite movies,…

1 year ago

Moontower #286

Friends, For Friday’s family pizza/movie night, we finished watching the 1978 Superman starring Christopher Reeve. It’s one of my favorite…

1 year ago

the difference between 99.8 and 99.9

When I was trading trainee we used to play a put/call parity game to sharpen our mental arithmetic. I used…

1 year ago

Learn put/call parity with this free game

Yet another vibe-code project. This one went viral because…it’s a game! It's a replica of the one we trained on…

1 year ago

i can’t wait to replace myself

My friend Khe has been working with hedge funds and Wall Street firms to help their teams get more out…

1 year ago

Moontower #285

Friends, My friend Khe has been working with hedge funds and Wall Street firms to help their teams get more…

1 year ago

making the most of your time on earth

A Moontower hobby-horse is the tension between the importance of “matching” to the work we should do and the dangers…

1 year ago

Explaining gamma with a simple simulator

Matt Zeigler hosted myself and Mat Cashman to explain gamma. This is the 3rd episode I’ve done in this ELI5…

1 year ago

Using games to identify bias

Last Monday night, I taught a group of kids (and parents) from the neighborhood and social club a trading game as well…

1 year ago