goodalexander
15.8K posts
goodalexander
@goodalexander
So basically a bunch of giga autists at a Chinese quant fund are going to cause the Nasdaq to crash but nobody has realized that yet None of this even phases me anymore- I met with Peter Thiel once I pitched him on a system to detect trends he told me it wasn't interesting because by the time a trend is in place, it means that it's likely overvalued I thought I learned a lost then he top blasted all his previous investments and turbo printed
- Winning is often just: - more gym - enough sleep - good food - less phone - having a purpose
- Credit Suisse. Below I will summarize what has happened and what I think the implications are. 1/ Credit Suisse options price an explosive equity move over the next 3 months. Implied vol of 61 at decade highs imply moves 2x US financials. Bonds and CDS paint a similar story.
- There can only ever be 21 million GameStops. Few understand this
- Replying to @gannonbreslinthe real cost is what you become when you own a 157 piece set 3 cats. neighborhood association treasurer. seasonal cookies. disaster
- who the SF founder is dating / who the random Eastern European contractor is dating
- The SEC Charged Zack Morris and other "FinTwitters" with security price manipulation. $100m in fines. Key list of things not to do based on the filing: 1/ Non Disclosed Dumping. Selling stock you’ve promoted without informing followers you have done so
- Replying to @ATabarrokjust like when Pfizer skyrocketed during COVID it was super healthy for us?
- Things that will improve your life. Believe me, or not 1. Do things in fast growing markets. Right now - that's AI and crypto. Work in AI or crypto, preferably both. Life is better with the wind in your sails.
- I just read an interesting thread by @RaoulGMI talking about techno utopianism and how we are all going to make it. 1/ We are in what I believe is the final stage of the Super Bubble. The Super Bubble is the misconception that bailout capitalism is actually a free market.
- people dunk on Cathie Wood a lot but running a tech fund underperforming the Nasdaq by 164% over 5 years while getting paid over $100 million a year is actually impressive
