hq

It’s over I missed my chance

Anyone gonna be at the LA rq?

when you see crude oil topping /w derivatives slowing + supply chain recovery go extremely long risk assets - full port and close your eyes

watch out for index beta tho - you might end up getting a much better price

buying some drone defense tech here - I don't think ppl understand how insane a data center (amazon) being struck by a drone is

one of my bros is cooking this, team is cracked

for some reason i feel like tradfi energy is going to be the trade of the year

Tfw I didn’t size into silver enough and just have this yellow shiny metal instead

tfw you dont celebrate christmas but too fucked up to goto bed rip

People think silver is being hoarded. While true, it’s not because of retail but rather that physical silver is needed for a lot of new age tech infrastructure.

Hmm. Solar is looking good here

Here’s a question most people always get wrong. If you have a strategy return series, how do you decide if you should do volatility targeting or inverse volatility

Funny enough, markets are actually pretty simple, the formula is just Long vol + short vol The hardest part is knowing how much long vol or how much short vol you want to position for yourself

Wow this makes so much sense now

me rn

I really should just go full systematic, it’s infinitely less stressful

ok fess up, which one of you is cashing out