John Allen (@JAllenCapMgmt) profile picture
Joined August 2013
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Help me brainstorm how to search for binary events similar to the Cornwall Capital guys from The Big Short. Some initial ideas screen for: - companies with serious litigation and/or - companies with alleged fraud - companies down by >x% in short amount of time - have options
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One interesting thing about value investing in general is, from my perspective at least, the complete lack of discussion of futures/commodities trading. The best traders/investors traded futures and they are tax advantaged (individually). Can’t commodities have value too?
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Can also use futures options which are also tax advantaged.
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Small business property destruction is not helping small businesses who were already impaired from COVID. They are my biggest long-term economic concern. Wondering how many have been destroyed w/o insurance. Could be nail in the coffin for those on the fence about continuing.
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Please provide your list of approved protesting methods. teapawt.net/brynnekkelly/status/12…
We’ll never experience that in the US because some people think their AR-15s could fight back against the federal government.
Will never forget watching unarmed London police surround a clearly disturbed, angry man. Coming from the US, was certain the situation would end violently. They calmly, patiently reasoned with him. Took forever. Ended with him voluntarily getting into the car with them.
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In other words to be clear that this is not me: “I’m defending the side that: gets killed 5% of the time, is always armed, has other ways of subduing suspects, almost always isn’t charged with a crime and often has backup”.
During the time the BLM media firestorm has been ongoing, two US police offices have been shot dead (unrelated to protects). Both were from uncooperative suspects who defied orders, fled inside, & grabbed gun. Bios below. odmp.org/officer/24678-polic… odmp.org/officer/24675-polic…
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FARTHER is for physical distances. FURTHER is for conceptual, non physical distances. (Ha I don’t really care but do notice and check correctness every time someone says either of these)
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Deep OTM WTI ( $CL ) puts are up in price today despite the price of WTI itself being up quite a bit. Calls are flat. 🧐 #eft
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How do you shoot down a boat?
I have instructed the United States Navy to shoot down and destroy any and all Iranian gunboats if they harass our ships at sea.
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Where can I short the parent of USO? Also WTI puts today... Crazy times
Wow I had them at 30-50%
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Wondering if something like 5% of office workers never return to an in-office job after trying remote work and loving it and more cos realize it can work for them.
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Jamie Dimon knows there will be a major recession reports.jpmorganchase.com/in…
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Restaurants were 13m jobs
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What about the 20% of the country that is no longer working?
I am beginning to get optimistic. Cases appear to be peaking in NY. Almost the entire country is in shutdown. Hydroxychloriquine and antibiotics appear to help. There is increasing evidence that the asymptomatic infection rate could be as much as 50X higher than expected.