Be well 🥂

Do come back soon

So good. Thanks

Upon further thought

Non zero chance he pumps mkt thru midterms

Then blows some stuff up post mid terms as a 2nd term prez

And taco Tuesday no more in 27 28

A very stupid joke as in pay higher prices for groceries that increase their intrinsic value over time

I was just making a stupid joke

(Return on incremental invested capital)

find u some fast growing groceries with high ROIICs

and pay the higher price

Prez increases the odds of that

But mkt seems to be taking his yapping less seriously

April 2025 fool me once
April 2026 fool me twice
2027?
2028?

I was so hoping that 40 at the beginning of this month was going to get to 20

But sadly , never did

Perhaps we’ll need to wait another year or two

so can i just short dxd and go become a professor?

I have a hard time seeing equities continuing to fly up

Still seems asymmetric

But perhaps my imagination is not wild enough

thank u for the response

ah i follow

good tactical place to sit for the next wk or so

if war restarts - it zeros
if peace - its pretty capped on upside

meanwhile oil zeros and equities can keep flying on peace

or just plug nose and ride USD outperformance vs sillysilv

can i ask 2 things:

1) IV has come down bigly. lowest YTD. back to Dec levels. do u still like slightly ITM calls here even w IV low. fine just selling outright?

2) what the hell do u long instead. naked longing the USD is scares me. pair vs pall or plat ? cant do CL bc that's the same trade

🫡

Makes sense

So use it to get up to speed

Then feed it up to date sources going fwd (partially driven by ur tracking monitor)

Thank you

This is all through 2024 tho

Nothing Jan 2025 - April 2026?

Refinery prob not much structurally has changed

But not exactly real time actionable insiight right?

what I’m using

Thank u

Ur not using 4.7 Opus yet?

Legend

Those r the best profs. Real world battle scars

What model did u use here ?

This is awesome thank you

Not to mention many elite universities provide funding to depts based on how many students sign up for certain classes (ie how long the waitlist is)

So certain profs/depts make their classes easy & chill (& will certainly answer all ur Q’s, even if u didn’t read the material, including exam Q’s)

Bummer education is such a business

Students hold *a lot* of power pushing professors out

Part of the reason you’ve seen such rampant grade inflation

Love it

my goal in my retirement is to become a prof at my undergrad, or local part time teacher. pay it forward to my profs (and ppl like u) who taught me so much

hopefully can implement something like this in some form

me too

the kids will be alright

u and me both pepe
u and me both

🥂

a close up of a rabbit 's face with the letters vts on it ALT: a close up of a rabbit 's face with the letters vts on it

all roads lead to zorro

dont they