Euan Sinclair needs no introduction from me. I’ll cut straight to the gold. He’s been a repeat guest on Erik’s…
A moontower user sent this [paraphrased] message in our Discord the morning of Jan 9th: NLR [VanEck Uranium and Nuclear ETF] had…
Remember that chart of CAR last week. (Matt Levine wrote about the fundamentals of the squeeze on 4/15) So this was Thursday:…
At least once a day, I think about how the staunchest supporters of “broken window theory” must think it only…
From @buccocapital on Anthropic CEO’s insistence that AI is going to wipe out 50% of jobs. Bingo. The “we gave you our…
In this issue: obvious error rule broken window theory why home prices aren’t going to crash put options on CAR…
I’ll open with a thought that could probably just be a tweet on the limitation of markets. I forget where…
In this issue: AI leaves the hardest problems to humans The triggering implication of arbitrage theory options rapid fire Nine…
Tweets Before we get to today’s meat, here are 2 threads spurred by oil’s advance yesterday. Delta is God…
The “Bridge of Asses” 📺Option Pricing Explained: No Arbitrage + Financial Mathematics from a Quant | 52 min watch Doug Costa (SIG…