Moontower Sunday
🌙AI leaves the hardest problems to humans
🌙The triggering implication of arbitrage theory
🌙options rapid fire
🌙Nine Inch Noize
moontower.substack.com/p/like-neo-d...
Moontower returns
🌙Jane Street Cope
🌙"Look Ahead" Bias
🌙Vegas Spring Break with kids
moontower.substack.com/p/the-guy-wh...
Moontower today
🌙cross the “bridge of asses”
🌙how to get arbed with perfect information
🌙scaling laws of risk reduction
🌙“research collector” skill
moontower.substack.com/p/how-to-get...
Moontower Munchies #148
🌙a market-making project you can do today
🌙market design choices influence who shows up, who gets picked off
moontower.substack.com/p/a-market-m...
Moontower #307
🌙math in the car with kids
🌙subway platform riddle for demographics
🌙trader quick math
🌙from straddle to gamma
moontower.substack.com/p/subway-pla...
Moontower thursday
I hope you find this part educational and many parts useful. godspeed
moontower.substack.com/p/oil-option...
Moontower Munchies
🌙the new 70s "slideshow"
🌙"archival selves"
refs:
@vgr.bsky.social
moontower.substack.com/p/the-new-70...
Moontower Sunday
pitchfork CLAWback
In this issue:
🌙half-baked AI thoughts
🌙making your own teacher
🌙a satisfying derivation of the 80% straddle rule
moontower.substack.com/p/pitchfork-...
The recent action in EWY fits a pattern that happens frequently enough to be worth understanding the SHAPE of its vol.
You will find:
🌙handy measures
🌙inspiration for your own exploration
🌙GIT notebook to get you started with yfinance
data
moontower.substack.com/p/how-a-high...
Moontower
🌙Launching podcast/YT series: The Options Trench
🌙Make it make sense
🌙"measurement not prediction" in the wild
moontower.substack.com/p/at-least-m...
Moontower #305
🌙Investment Beginning Class #2: The math of investing
🌙moontower as a bridge
moontower.substack.com/p/paying-too...
Moontower for today...
🌙options policework
A highly useful and approachable post (well that claim is for you to decide) for deconstructing a bad beat, how to manage the position, and basic sizing framework
moontower.substack.com/p/options-po...
Moontower #303
🌙more AI use examples
🌙how taxes can influence option trades
Below is a vid from the post of IB recognizing a synthetic call. (I explain why I built that structure, because I wanted to close for taxes)
moontower.substack.com/p/tip-your-l...
New Moontower post
From Text ➡️ Dashboards
The gist of this is that good content is becoming more "usable". We're realizing this at different paces but it'll be obvious to most eventually
moontower.substack.com/p/from-text-...
Moontower #302
🌙i finally got around to some reading
🌙asian options
moontower.substack.com/p/asian-opti...
Moontower
🌙on free markets
🌙Bet The Process interview
🌙Investments Beginnings Class
🌙Silver levered ETF rebalances
moontower.substack.com/p/whats-the-...
Moontower Munchies
🌙Why optimism is hard
🌙Dunning-Kruger detector
refs:
@strangeloopcanon.com
moontower.substack.com/p/dunning-kr...
Moontower #300
🌙AI projects I'm working on
🌙Investment Beginnings Class
moontower.substack.com/p/innovators...
Today's moontower:
embedding spot-vol correlation in option deltas
moontower.substack.com/p/embedding-...
Got distracted and published an option post on a Wednesday instead of a Thursday.
Used $HOOD to talk about earnings volatility
moontower.substack.com/p/hood-a-cas...
Off-cycle post
moontower.substack.com/p/illusions-...
Moontower
🌙work is going to feel very different by next Christmas
🌙 on trading games and family games
refs:
moontower.substack.com/p/work-is-go...
For the fun of it...deployed a version of @investingidiocy.bsky.social
simulator with the ability to change design themes
trading-sim2.moontowermeta.com
Today's Moontower
🌙Vol orders and option execution
🌙Highlighting @investingidiocy.bsky.social awesome post about Raen and funded trader challenges. He posted his code so I took the liberty:
trading-sim.moontowermeta.com
Full letter:
moontower.substack.com/p/vol-orders...
First Moontower of 2026!
🌙dealer gamma
🌙"slop"
refs:
@kyla.bsky.social
moontower.substack.com/p/slop
Picking up like 500 bot followers a day here wtf
same, ty!!
