Friends, In this issue: streetlight effects Investment Beginnings Class 5 was a delight thoughts on the current market cycle and…
In this issue: racing to a mountaintop or just another “collection of tradeoffs” how high implied vol can work against…
In this issue: smart vs wise adverse selection when landing a senior role cost of carry as a conviction hurdle…
In this issue: The “three pitches” rule and a lazy man’s framework for getting in shape Things that popped from…
In this issue: obvious error rule broken window theory why home prices aren’t going to crash put options on CAR…
In this issue: AI leaves the hardest problems to humans The triggering implication of arbitrage theory options rapid fire Nine…
In this issue: post-privacy: musings as we hear more about Mythos and quantum computing N² - n: why shorting is…
In this issue: Investment Beginnings Class #3 and the game we played What if gasoline futures roll up to the…
In this issue: AI scheduled task example A rare, honest trading post-mortem Sorting through the bluster of the SpaceX IPO…
In this issue: math in the car with kids trader quick math from straddle to gamma Friends, My older kid…