Kerrisdale Capital or carried-out capital? just your daily reminder that it is the blind leading the blind out there

gave Aevo a spin this morning. overall positive experience, clean UI and smooth interactions. liquidity/more competitive spreads is the obvious area needing improvement but was able to hunt down some longer dated ETH calls only a few vol points off Deribit screen

cliffside tesujis

problem: ETH IV & RV at historic lows solution: 1. elk ribeye 2. moose drool 3. patience

happy NVIDIA earnings day to all who celebrate up a humble 20x since ECE Pulse brought him to Illinois ECE in Feb. 2017

all you need to do is nothing many such cases

golf betting in 2024

for those curious as to why you can't get your precious IG story at 4 charles prime rib on a friday night (surprise: it's all about incentives) newyorker.com/news/our-local…

come out & see the largest go tournament in the country today - the 2024 Chicago Open sponsored by CMT Digital

Recently, CMT Digital sponsored the 2024 Chicago Open, one of the United States' largest and most competitive Go tournaments. CMT is honored to partner with the incredible Evanston Go Club to further the growth of Go. Read more here: baduk.news/s/2024-chicago…

the only incentive a book has in making a tight two-way market is to prevent line shoppers from betting elsewhere > books know USA to qualify will be highly popular bet w/public regardless of # > if everyone cooperates they can all profit cartel behavior

thesis yes, conviction no. a relevant microcosm of takes found on the bird app also: major cope to keep updating this thread as if you’re still betting it

happy 100k

would you rather make money or be right? these holier than thou “quant” accounts are a 100% hit rate for not being able to separate their egos from trading the most opportunity in the world for small traders currently is on chain trading shitcoins whether you like it or not

flaming this kid when he’s on the right track and then proposing the most mid iq pair trade circulating w/massive blowup potential. the irony is palpable