Newsletter Thoughts

how taxes can influence option trades

I bought June/Feb13 put calendar in SLV a few weeks ago when the vol spread inversion went nuclear. That was…

4 months ago

Unlocking my email with AI

When I was in NYC a week ago, a friend pushed back our meeting by 90 minutes. I got a…

4 months ago

Moontower #303

In this issue: more AI use examples options primer how taxes can influence option trades Friends, When I was in…

4 months ago

asian options

One of the traders in our Discord was discussing exotic options in commodities markets. The topic of APOs or “average…

4 months ago

Moontower #302

Friends, My reading habits ebb and flow with my general focus. I read very little compared to my baseline in…

4 months ago

Moontower #301

Friends, Trading firms are Rand-pilled cloisters of libertarianism. Is it a self-serving post-hoc rationalization of meitrocracy that allows rich traders…

4 months ago

Levered silver flows

In the spirit of spaced repetition, I published The Gamma of Levered ETFs as an article on X. Seemed relevant…

4 months ago

what’s the difference between a free market and the Easter Bunny?

Trading firms are Rand-pilled cloisters of libertarianism. Is it a self-serving post-hoc rationalization of meitrocracy that allows rich traders to…

4 months ago

Vol orders and discussion on option execution

Today is about option execution. It’s a blanket response to a host of misunderstandings I find in talking to investing…

4 months ago

Moontower #300

My wife Yinh pinged Khe to see if he’d host a seminar for people interested in getting more mileage out…

5 months ago