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2025-06-21 21:20:01
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2025-06-21 21:20:04
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|---|---|---|---|---|---|---|---|---|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lo4iyofgb225
|
bafyreiby5iyury2g7jbrx5gegcbmmbjrnuuogl47ea4nlexb6p72mnlaxi
|
<start>The bleach fear in particular is weird because like… how are you guys cleaning your kitchens? What goes on back there, do you just rub the cutting board down with some leftover natty wine and call it a day?
@quantian.bsky.social
|
The bleach fear in particular is weird because like… how are you guys cleaning your kitchens? What goes on back there, do you just rub the cutting board down with some leftover natty wine and call it a day?
| 0 |
2025-05-01T14:20:44.743Z
|
2025-05-01T14:20:45.056Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lo33dncsyc2o
|
bafyreih75iszlufenfxd2t5x5vn4meks4n22vd46av5rpym6evlxoqorza
|
<start>I don’t want to quote tweet them but like… how are you allowed to be an “anthropologist” if you don’t know stuff like premodern mortality trends? That’s like being a chemist who doesn’t know what water is or an illiterate English professor. An institution should be deaccredited for producing you!
@quantian.bsky.social
|
I don’t want to quote tweet them but like… how are you allowed to be an “anthropologist” if you don’t know stuff like premodern mortality trends? That’s like being a chemist who doesn’t know what water is or an illiterate English professor. An institution should be deaccredited for producing you!
| 0 |
2025-05-01T00:43:40.582Z
|
2025-05-01T00:43:41.250Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lo2dxsgdk22o
|
bafyreibbmtljg2v46pajsgg3h2r7wevtkdtubrzk2zt3lwic75fdrnvh7q
|
<start>I have concluded that the scientifically optimal amount of wokeness exposure was somebody who graduated high school in 2014, college in 2018, and got two years of in person work before Covid hit and they went remote. Any earlier and they aren’t woke enough, any later and they may be illiterate
@quantian.bsky.social
|
I have concluded that the scientifically optimal amount of wokeness exposure was somebody who graduated high school in 2014, college in 2018, and got two years of in person work before Covid hit and they went remote. Any earlier and they aren’t woke enough, any later and they may be illiterate
| 0 |
2025-04-30T17:45:27.233Z
|
2025-04-30T17:45:27.951Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lo2but4z322o
|
bafyreieinf3sjm6xiiai7xls6gwpu2cl2jhr2sc472ykrscuyymltqwz5m
|
<start>Yeah this guy who was in 2nd grade when 9/11 happened was definitely being taught about cis privilege in kindergarten
@quantian.bsky.social
|
Yeah this guy who was in 2nd grade when 9/11 happened was definitely being taught about cis privilege in kindergarten
| 0 |
2025-04-30T17:07:59.823Z
|
2025-04-30T17:08:00.449Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lo2bi32vp22e
|
bafyreidm7f6bos2tjgzv3km6qmssakqcxqlxzsd3nvfa2xmjvyuxk3qp4y
|
<start>The only way this makes even a little sense is if you treat it like a life expectancy calculation and assume this guy experienced his entire hypothetical education in a wealthy suburban liberal school district exclusively from fall 2020 to spring 2021
@quantian.bsky.social
|
The only way this makes even a little sense is if you treat it like a life expectancy calculation and assume this guy experienced his entire hypothetical education in a wealthy suburban liberal school district exclusively from fall 2020 to spring 2021
| 0 |
2025-04-30T17:00:51.941Z
|
2025-04-30T17:00:51.750Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lo2bbvzfdc2e
|
bafyreibtdi67x3j4kwp2wxomob3ki735wmukusnopwcuvp5u6vpno6zszm
|
<start>I am even younger than this hypothetical 23 year old in 2016 and none of this stuff happened even a little bit? The sum total of "wokeness" I was exposed to in public K-12 was a single reading of Zinn in AP US. I knew of four out gay and zero out trans kids in a class of 800 and I was in theater! The only way this makes even a little sense is if you treat it like a life expectancy calculation and assume this guy experienced his entire hypothetical education in a wealthy suburban liberal school district exclusively from fall 2020 to spring 2021
@quantian.bsky.social
|
I am even younger than this hypothetical 23 year old in 2016 and none of this stuff happened even a little bit? The sum total of "wokeness" I was exposed to in public K-12 was a single reading of Zinn in AP US. I knew of four out gay and zero out trans kids in a class of 800 and I was in theater!
| 1 |
2025-04-30T16:57:25.322Z
|
2025-04-30T16:57:25.051Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnxywjsdqc2l
|
bafyreif3qukpkbufkcfny3xtsg2qwruw4nbz5kbx2xhlhlxi6khxwygisy
|
<start>We will be sending you to the crypto mines Jim, and even after you die of bit lung, your children and their children will be able to take up your pickaxe to mine beautiful clean Cardano for David Sacks
@quantian.bsky.social
|
We will be sending you to the crypto mines Jim, and even after you die of bit lung, your children and their children will be able to take up your pickaxe to mine beautiful clean Cardano for David Sacks
| 0 |
2025-04-29T19:22:33.998Z
|
2025-04-29T19:22:33.051Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnuzmvpasc25
|
bafyreihosbx2engwc67l4r5aonb5vzqawltwzmudhygbdjrcuez4lxikx4
|
<start>Also it would probably be pretty easy to propagandize against an ultra secretive religious order that only recruits babies and grooms them to be child soldiers, just blame them for Jonestowning the kids
@quantian.bsky.social
|
Also it would probably be pretty easy to propagandize against an ultra secretive religious order that only recruits babies and grooms them to be child soldiers, just blame them for Jonestowning the kids
| 0 |
2025-04-28T14:57:05.456Z
|
2025-04-28T14:57:05.767Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnuzbhnoss2c
|
bafyreif6wwxieov2fzrgzwgzle5p7h5qgldfl6jss2ax3jhanfcgwhe73e
|
<start>there are so many continuity issues introduced by the fact that the OT seemed to imply the Clone Wars a WWII-type cataclysmic conflict a half-century ago only super old people remember, but were actually more recent than the Iraq War was relative to today Also it would probably be pretty easy to propagandize against an ultra secretive religious order that only recruits babies and grooms them to be child soldiers, just blame them for Jonestowning the kids
@quantian.bsky.social
|
there are so many continuity issues introduced by the fact that the OT seemed to imply the Clone Wars a WWII-type cataclysmic conflict a half-century ago only super old people remember, but were actually more recent than the Iraq War was relative to today
| 1 |
2025-04-28T14:50:41.632Z
|
2025-04-28T14:50:41.049Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lntfa2ojwk2e
|
bafyreignqjpiov54kupclg3yfvdnch5qdta3yrrswjoo3nryl3m7ciqrky
|
<start>Well if I had to rephrase I would would say that he looks like he is a man interested in signaling to other men who have sex with men that he would like to have sex with them
@quantian.bsky.social
|
Well if I had to rephrase I would would say that he looks like he is a man interested in signaling to other men who have sex with men that he would like to have sex with them
| 0 |
2025-04-27T23:19:19.899Z
|
2025-04-27T23:19:20.651Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lntapsyypk2e
|
bafyreievtlm3rhiorkfgkrr2eu5kghom5cjwu27a3gmnzss4ipvjpl7eee
|
<start>As I said on Twitter: the right pic looks like a gay guy, which explains both why women are not attracted to that and why right wing Twitter is and is so inexplicably mad about this
@quantian.bsky.social
|
As I said on Twitter: the right pic looks like a gay guy, which explains both why women are not attracted to that and why right wing Twitter is and is so inexplicably mad about this
| 0 |
2025-04-27T21:58:40.010Z
|
2025-04-27T21:58:40.352Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnqdq7ofyc2f
|
bafyreidrboiv3hjjybch4mdwlx5slqdm2gerxwcchxhfov22yn3hivmwmm
|
<start>The very next number is highly like to be 0 and then the one after that is 0 with about 80% probability, beyond that I got nothing. Some kind of binary look and say sequence maybe?
@quantian.bsky.social
|
The very next number is highly like to be 0 and then the one after that is 0 with about 80% probability, beyond that I got nothing. Some kind of binary look and say sequence maybe?
| 0 |
2025-04-26T18:14:35.306Z
|
2025-04-26T18:14:35.556Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnnrotez4k2r
|
bafyreic46pwoi3wrekx3gedor72hznak5ek4k3aeoptf7nz2rloyuadrwq
|
<start>I’m thinking a 2008 champagne in honor of the bear market rally
@quantian.bsky.social
|
I’m thinking a 2008 champagne in honor of the bear market rally
| 0 |
2025-04-25T17:46:22.035Z
|
2025-04-25T17:46:22.652Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnnrlaja4k2r
|
bafyreibi5yufckh2xgh2jk6cy6uowfjgyntwqgmsgs5736z5h2po7id7ee
|
<start>Literally a bunch of people are arguing with Will Stancil about this right now
@quantian.bsky.social
|
Literally a bunch of people are arguing with Will Stancil about this right now
| 0 |
2025-04-25T17:44:21.581Z
|
2025-04-25T17:44:22.153Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnnpxp45y22k
|
bafyreid537hcsm2ck7e2vysqqge2n4qcb7e3m6rwwozxxznbmsyciiheei
|
<start>You could easily tell a story where the declining profitability rate of the industry writ large forced the mass closure of existing cottage industry (single manager hedge funds) and their displacement from owners into casualized laborers in massive alpha factories. Incredibly Marxist!
@quantian.bsky.social
|
You could easily tell a story where the declining profitability rate of the industry writ large forced the mass closure of existing cottage industry (single manager hedge funds) and their displacement from owners into casualized laborers in massive alpha factories. Incredibly Marxist!
| 0 |
2025-04-25T17:15:32.056Z
|
2025-04-25T17:15:31.160Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnnprdjja22k
|
bafyreicl6m3wvladispckofstiircxoyqxmu3qagc3z6llbzu5b7hxr4ie
|
<start>A pod shop seat is far more working class in the classical Marxist sense than being a teacher:
1. No route to firm partnership/control of workplace
2. Explicitly at-will and frequently fired with zero job security
3. Subject to strict internal regimentation/Taylorism
4. Alienated from work product You could easily tell a story where the declining profitability rate of the industry writ large forced the mass closure of existing cottage industry (single manager hedge funds) and their displacement from owners into casualized laborers in massive alpha factories. Incredibly Marxist!
@quantian.bsky.social
|
A pod shop seat is far more working class in the classical Marxist sense than being a teacher:
1. No route to firm partnership/control of workplace
2. Explicitly at-will and frequently fired with zero job security
3. Subject to strict internal regimentation/Taylorism
4. Alienated from work product
| 1 |
2025-04-25T17:11:58.585Z
|
2025-04-25T17:11:57.555Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnnpik3tlk2k
|
bafyreidmtfrawhp6shjxjwcvifh7iqxulxhxvs7wh5zqvvss43hqyd4l3q
|
<start>nobody at a bank makes that kind of money on a cash basis post-Volcker, it's all options/stock for execs now
@quantian.bsky.social
|
nobody at a bank makes that kind of money on a cash basis post-Volcker, it's all options/stock for execs now
| 0 |
2025-04-25T17:07:03.487Z
|
2025-04-25T17:07:05.251Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnnpgbamxc2k
|
bafyreige3gsgb7tklnzbdwwn2uqzamenugdmci3mxw2fomx43pbmb2r6mm
|
<start>Steve Cohen's Point72* issues more eight-figure W-2's than any other entity in America, and it's great that both their recipients and Bluesky hyperleftists are in agreement that portfolio managers are working-class members of the precariat
_______________________________
*ALLEGEDLY, PLS DON'T SUE ME A pod shop seat is far more working class in the classical Marxist sense than being a teacher:
1. No route to firm partnership/control of workplace
2. Explicitly at-will and frequently fired with zero job security
3. Subject to strict internal regimentation/Taylorism
4. Alienated from work product
@quantian.bsky.social
|
Steve Cohen's Point72* issues more eight-figure W-2's than any other entity in America, and it's great that both their recipients and Bluesky hyperleftists are in agreement that portfolio managers are working-class members of the precariat
_______________________________
*ALLEGEDLY, PLS DON'T SUE ME
| 1 |
2025-04-25T17:05:47.097Z
|
2025-04-25T17:05:46.153Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnnkm537ws2q
|
bafyreif7eluy2vqrf4s2ky5g4j6s6aoxfzzqe3rpf2455nwaccnaziiame
|
<start>The Teamsters president is currently attacking AOC on Twitter at the same time the tariff policies of the President he endorsed are months away from destroying his entire industry and decimating his union's membership, a topic on which he has posted nothing
@quantian.bsky.social
|
The Teamsters president is currently attacking AOC on Twitter at the same time the tariff policies of the President he endorsed are months away from destroying his entire industry and decimating his union's membership, a topic on which he has posted nothing
| 0 |
2025-04-25T15:39:35.343Z
|
2025-04-25T15:39:34.360Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnmikackhk2e
|
bafyreigdd4zodyhamoo2y6mv2qogz5z3l67ux2y2bvta4mbrvy6mkmgjhm
|
<start>I am assuming this is an Andor reference but I also agree with the principle generally
@quantian.bsky.social
|
I am assuming this is an Andor reference but I also agree with the principle generally
| 0 |
2025-04-25T05:30:04.387Z
|
2025-04-25T05:30:05.661Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnktkyiuhk2n
|
bafyreibsbfwiaiarllt6menglkvhgzm64jpe26nywv6xyh7nwv2suhucp4
|
<start>Yeah you can feed them lab tests and images and stuff and they do a shockingly good job diagnosing common things, it’s actually pretty astounding.
@quantian.bsky.social
|
Yeah you can feed them lab tests and images and stuff and they do a shockingly good job diagnosing common things, it’s actually pretty astounding.
| 0 |
2025-04-24T13:42:01.454Z
|
2025-04-24T13:42:01.847Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnktiofmlc2n
|
bafyreigma7cozylybp2ene5uv3ctjia5kworagq3pb43veurzycrknrnze
|
<start>(The real problem I foresee here is that the positivity bias of all existing models means that when hypochondriacs insist it diagnose them with something they will. AI morgellons for all)
@quantian.bsky.social
|
(The real problem I foresee here is that the positivity bias of all existing models means that when hypochondriacs insist it diagnose them with something they will. AI morgellons for all)
| 0 |
2025-04-24T13:40:43.754Z
|
2025-04-24T13:40:44.556Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnktest3ns2n
|
bafyreiadhybu4pce6rzzwpjzok6lkg5g33tlzesfvvrumi2fzrznph5qri
|
<start>Legal issues aside I’m actually pretty bullish on eventual success there, since a poorly performing Baysian pattern matcher incapable of true reasoning is easily replaced by a LLM (The real problem I foresee here is that the positivity bias of all existing models means that when hypochondriacs insist it diagnose them with something they will. AI morgellons for all)
@quantian.bsky.social
|
Legal issues aside I’m actually pretty bullish on eventual success there, since a poorly performing Baysian pattern matcher incapable of true reasoning is easily replaced by a LLM
| 1 |
2025-04-24T13:38:34.171Z
|
2025-04-24T13:38:34.853Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnkt7seuqc2n
|
bafyreiholpfqhglwd2ks6lqtbs56hirewzwyyz7qjp5rg7jp7fwc6wz5r4
|
<start>Don’t forget the really spicy one of “doctor”, which as the dumbest AI guy Elon was openly advertising Grok as a few weeks back. Legal issues aside I’m actually pretty bullish on eventual success there, since a poorly performing Baysian pattern matcher incapable of true reasoning is easily replaced by a LLM
@quantian.bsky.social
|
Don’t forget the really spicy one of “doctor”, which as the dumbest AI guy Elon was openly advertising Grok as a few weeks back.
| 1 |
2025-04-24T13:35:45.934Z
|
2025-04-24T13:35:46.247Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnksup3ejc2n
|
bafyreidwkg6zqln6abrui5flaaixwlijttkkl435kgik3eukhqk2sdevaa
|
<start>I enjoy the discourse because the people who have actual AI usage data are very elliptical about the use cases they see for legal/reputational reasons and have to pretend like “well uhhh we’re seeing a surge of interest in using these tools to code?”
@quantian.bsky.social
|
I enjoy the discourse because the people who have actual AI usage data are very elliptical about the use cases they see for legal/reputational reasons and have to pretend like “well uhhh we’re seeing a surge of interest in using these tools to code?”
| 0 |
2025-04-24T13:29:33.360Z
|
2025-04-24T13:29:35.254Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lngxjz7gqc22
|
bafyreif6pxy3upjjq55axsl5xlfslh3uvhwlzroxfhr37oqxm4fvcz2vte
|
<start>Today’s announcements feel like a positive third derivative inflection: the surgery was unnecessary, the patient has lost a lot of blood, they are still actively bleeding out on the operating table, but the doctor has decided to stop cutting new holes for now. Probably why we’re only +1 .5%. China statement today was a second derivative inflection btw
@quantian.bsky.social
|
Today’s announcements feel like a positive third derivative inflection: the surgery was unnecessary, the patient has lost a lot of blood, they are still actively bleeding out on the operating table, but the doctor has decided to stop cutting new holes for now. Probably why we’re only +1 .5%.
| 1 |
2025-04-23T00:42:24.647Z
|
2025-04-23T00:42:25.148Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnfutopcfs2f
|
bafyreifr7qboynf7ikjkjbe5e5lfo63y547cewresym4pmoc2u54brkdae
|
<start>Average investor vs. average bank strategist interaction: youtu.be/r7l0Rq9E8MY
@quantian.bsky.social
|
Average investor vs. average bank strategist interaction: youtu.be/r7l0Rq9E8MY
| 0 |
2025-04-22T14:21:28.213Z
|
2025-04-22T14:21:29.254Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnbilwvksk2n
|
bafyreifwox5v5ewv4yrpxvo7zca3mpbq2niipvuwn4ny6tnklyhrrfpuju
|
<start>The only area where Marxism has had notable success in developing empirically testable predictions is national income accounting, and most soi disant Marxists reject it wholesale in favor of trying to develop a crank theory of accounting to validate an argument Marx didn’t even make in his lifetime!
@quantian.bsky.social
|
The only area where Marxism has had notable success in developing empirically testable predictions is national income accounting, and most soi disant Marxists reject it wholesale in favor of trying to develop a crank theory of accounting to validate an argument Marx didn’t even make in his lifetime!
| 0 |
2025-04-20T20:31:44.520Z
|
2025-04-20T20:31:44.655Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lnb2b6iemk2n
|
bafyreifpcrrt4loqz6cge7eebdgyh2gireqhvr64ggwrkqz6xcl7zjzizi
|
<start>You also see this with tankies turning “the Soviet Union fought more major engagements with the Nazis” into “the Soviet Union defeated the Nazis and America did not help” when the Soviets themselves were very clear they would have lost without US materiel and a second front
@quantian.bsky.social
|
You also see this with tankies turning “the Soviet Union fought more major engagements with the Nazis” into “the Soviet Union defeated the Nazis and America did not help” when the Soviets themselves were very clear they would have lost without US materiel and a second front
| 0 |
2025-04-20T16:15:10.984Z
|
2025-04-20T16:15:11.249Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmzpanwpzk2t
|
bafyreienyglep6pgf7teukfpbsxcdbgbm3i3npctsawiciks26uiwkd2pi
|
<start>To be clear this is just the finance list. There are other lists he’s much further down on, like immigration and corruption
@quantian.bsky.social
|
To be clear this is just the finance list. There are other lists he’s much further down on, like immigration and corruption
| 0 |
2025-04-17T18:09:24.311Z
|
2025-04-17T18:09:24.848Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmzmrfewgk2t
|
bafyreiczz474ina4u2prm2hqti4vu7d33gspungybvraw434jbnut5cwau
|
<start>It is not possible to execute a short trade which results in a net price decrease after covering. If you don’t believe me you’re welcome to demonstrate how to realize arbitrage profits on a stock of your choice.
@quantian.bsky.social
|
It is not possible to execute a short trade which results in a net price decrease after covering. If you don’t believe me you’re welcome to demonstrate how to realize arbitrage profits on a stock of your choice.
| 0 |
2025-04-17T17:25:04.538Z
|
2025-04-17T17:25:05.672Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmzlktnlks2t
|
bafyreiexnhgpwbbhcilcwqmeodoxh7uiaoynakigudqfqgdszsz2qwis3m
|
<start>He won’t enact tariffs
He won’t start a trade war
He won’t cause a sell off
***YOU ARE HERE TODAY***
He won’t ban shorting
He won’t delist ADRs
He won’t fire Powell
He won’t spark a banking crisis
He won’t do capital controls
He won’t close markets
He won’t default on Treasuries To be clear this is just the finance list. There are other lists he’s much further down on, like immigration and corruption
@quantian.bsky.social
|
He won’t enact tariffs
He won’t start a trade war
He won’t cause a sell off
***YOU ARE HERE TODAY***
He won’t ban shorting
He won’t delist ADRs
He won’t fire Powell
He won’t spark a banking crisis
He won’t do capital controls
He won’t close markets
He won’t default on Treasuries
| 1 |
2025-04-17T17:03:30.874Z
|
2025-04-17T17:03:31.251Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmz74ezzlk2p
|
bafyreidftgyujt6movdfbatjosk7au6ipewoc32ovjexgbqj5fejcafucm
|
<start>Two headlines for you this morning:
*TRUMP: POWELL’S TERMINATION `CANNOT COME FAST ENOUGH'
*TRUMP MEDIA & TECHNOLOGY: ALERTS SEC TO POTENTIAL MANIPULATION OF BY U.K.-BASED HEDGE FUND QUBE RESEARCH & TECHNOLOGIES [they just shorted the stock]
@quantian.bsky.social
|
Two headlines for you this morning:
*TRUMP: POWELL’S TERMINATION `CANNOT COME FAST ENOUGH'
*TRUMP MEDIA & TECHNOLOGY: ALERTS SEC TO POTENTIAL MANIPULATION OF BY U.K.-BASED HEDGE FUND QUBE RESEARCH & TECHNOLOGIES [they just shorted the stock]
| 0 |
2025-04-17T13:20:40.895Z
|
2025-04-17T13:20:40.858Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:j2kmiyhld5btzozgzwy3lc2m/app.bsky.feed.post/3lmxkhcrcec2v
|
bafyreihj74vpdj6towhi4vd6n722u6utar7akuty6j7osiome6pl7o2t6u
|
<start>in chinese culture, it is considered rude to offend the people you want to negotiate with by calling them dumb peasants. few know this
@quantian.bsky.social
|
in chinese culture, it is considered rude to offend the people you want to negotiate with by calling them dumb peasants. few know this
| 0 |
2025-04-16T21:38:19.292Z
|
2025-04-16T21:38:20.553Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmxe4khtpk2a
|
bafyreihl2nplopuvaagg3wve26lwzqdj627pzpvwvmqxtlcvun6fhogb6i
|
<start>Actually only 312 electors are responsible for 100% of Donald Trump’s election, regular voters did nothing to affect it.
@quantian.bsky.social
|
Actually only 312 electors are responsible for 100% of Donald Trump’s election, regular voters did nothing to affect it.
| 0 |
2025-04-16T19:44:55.815Z
|
2025-04-16T19:44:56.125Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmwyez5dl22i
|
bafyreihq7qdfa7bpwuuucjhv4hrreqf2jdorusfdbaoiawic3yfz6ew3sq
|
<start>Every government building should look like the Federal Reserve Board
@quantian.bsky.social
|
Every government building should look like the Federal Reserve Board
| 0 |
2025-04-16T16:14:54.715Z
|
2025-04-16T16:14:56.548Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmwt2k4vy22a
|
bafyreigrq4sfoynmni2bgm4a3tjxjuy6cjoqloh7pgqqj2vlnmkrup4ofq
|
<start>Elon got kicked from groyperchat and now he's taking revenge on its membership of RawMeatEnjoyer, le_epic_1488, trvdcvth, SkullMeasurer, and JD Vance
@quantian.bsky.social
|
Elon got kicked from groyperchat and now he's taking revenge on its membership of RawMeatEnjoyer, le_epic_1488, trvdcvth, SkullMeasurer, and JD Vance
| 0 |
2025-04-16T14:39:34.745Z
|
2025-04-16T14:39:33.854Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmwsv25tnc2a
|
bafyreihlx2jsihmeurpnamsnclumfied55jgqpenjktqglen4e4x22ni2e
|
<start>Per an X employee they're planning on deleting DM functionality entirely from the site. Incredible decision by a true business genius.
@quantian.bsky.social
|
Per an X employee they're planning on deleting DM functionality entirely from the site. Incredible decision by a true business genius.
| 0 |
2025-04-16T14:36:30.224Z
|
2025-04-16T14:36:30.547Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmwnn5qfak2z
|
bafyreiepo7dothvbs4pbv5ympnrr4bbj3rqet5r7ibhjgtj2knwuxil3ca
|
<start>My totally unsupported suspicion is it’s a flat rate and he threatens to cut off the gravy train if you refuse to keep having more with him
@quantian.bsky.social
|
My totally unsupported suspicion is it’s a flat rate and he threatens to cut off the gravy train if you refuse to keep having more with him
| 0 |
2025-04-16T13:02:36.834Z
|
2025-04-16T13:02:37.353Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmwnlw4zlc2z
|
bafyreid6x7qw254wkiqhnm5iyf7272uoo6lm5bcwjfdp5soa7qct6mv3uy
|
<start>Allegedly the package is $15 mil up front and $100k of alimony a month, unclear if that’s per kid or all in My totally unsupported suspicion is it’s a flat rate and he threatens to cut off the gravy train if you refuse to keep having more with him
@quantian.bsky.social
|
Allegedly the package is $15 mil up front and $100k of alimony a month, unclear if that’s per kid or all in
| 1 |
2025-04-16T13:01:55.305Z
|
2025-04-16T13:01:55.767Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmwklg3pbs2z
|
bafyreib5w7bda6z4dy3l4btu6537jmrq2o5d6z5m6klkf4sw6fwwc27fje
|
<start>I think a fairly safe bet is to assume that every woman he currently follows on Twitter has been at least propositioned and the randos in that list have accepted
@quantian.bsky.social
|
I think a fairly safe bet is to assume that every woman he currently follows on Twitter has been at least propositioned and the randos in that list have accepted
| 0 |
2025-04-16T12:07:57.259Z
|
2025-04-16T12:07:57.648Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmwkimnsa22z
|
bafyreia34t2ryv337xu6m4prsdjs34p45o36jhon5uqhk4qe4d7dypwtnu
|
<start>$15 bucks up front and another $100k a month forever buys a nice Classic 7 Jim
@quantian.bsky.social
|
$15 bucks up front and another $100k a month forever buys a nice Classic 7 Jim
| 0 |
2025-04-16T12:06:23.481Z
|
2025-04-16T12:06:23.957Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmwkaadap22z
|
bafyreihv2xrptubwymkqzhy6g37ff2ro4otecbps3j42hilgf7fv2552aq
|
<start>Elon only paid me $500 before cutting off payouts, I wonder if I have a claim for anti-male gender based discrimination in the 5th circuit.
@quantian.bsky.social
|
Elon only paid me $500 before cutting off payouts, I wonder if I have a claim for anti-male gender based discrimination in the 5th circuit.
| 0 |
2025-04-16T12:01:42.116Z
|
2025-04-16T12:01:42.555Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmwk2o3j622z
|
bafyreidfexvnmovmsgewhz672ezisebo2zh4pfw7eqstzynrvro6zoiffe
|
<start>Given the size and scope of alleged payouts to potential baby mommas in the WSJ ($21k/2 weeks to 1 woman) it’s distinctly possible that more than all of the Twitter Blue annual revenue of ~$25 million was spent on him bribing women to have his kids Elon only paid me $500 before cutting off payouts, I wonder if I have a claim for anti-male gender based discrimination in the 5th circuit.
@quantian.bsky.social
|
Given the size and scope of alleged payouts to potential baby mommas in the WSJ ($21k/2 weeks to 1 woman) it’s distinctly possible that more than all of the Twitter Blue annual revenue of ~$25 million was spent on him bribing women to have his kids
| 1 |
2025-04-16T11:58:35.206Z
|
2025-04-16T11:58:35.554Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmvcyvadgk2e
|
bafyreigjjpmyfndx3zohp55qbh7tksbvkl2lytjc2sgniqpvmhcqycw5ei
|
<start>Someone knew about a just to be announced policy and placed a massive bet that will pay off big tomorrow. Relative to the other times that has happened recently, this one is remarkably sophisticated in terms of structure and not getting caught/prosecuted.
@quantian.bsky.social
|
Someone knew about a just to be announced policy and placed a massive bet that will pay off big tomorrow. Relative to the other times that has happened recently, this one is remarkably sophisticated in terms of structure and not getting caught/prosecuted.
| 0 |
2025-04-16T00:19:39.668Z
|
2025-04-16T00:19:40.551Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmvci3qqpk2m
|
bafyreicpz7aw25xosrzoejplliriw6vkyxqecgtzwmjlajy4rkddujfsx4
|
<start>Near the money calls traded about 3-5k contracts total today. Near the money puts traded a similar amount, pretty in line with history. Out of the money puts going out next week traded nearly 100,000 contracts.
@quantian.bsky.social
|
Near the money calls traded about 3-5k contracts total today. Near the money puts traded a similar amount, pretty in line with history. Out of the money puts going out next week traded nearly 100,000 contracts.
| 0 |
2025-04-16T00:10:16.079Z
|
2025-04-16T00:10:15.751Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmvccgunxk2m
|
bafyreif5o2i4hfqxmx5tmz2ixfnkmr4fvbfd5au7btkzvrs5pa3ako6tpu
|
<start>Stealing from X for clout, but someone bought a staggering 25% of the *entire* open interest of a semiconductor ETF (which is 20% NVDA) in a single OTM put option yesterday and today. $3.7 billion of underlying stock, 8ish delta, $23 mil of premium, so levered 15:1 betting on the NVDA embargo news. Near the money calls traded about 3-5k contracts total today. Near the money puts traded a similar amount, pretty in line with history. Out of the money puts going out next week traded nearly 100,000 contracts.
@quantian.bsky.social
|
Stealing from X for clout, but someone bought a staggering 25% of the *entire* open interest of a semiconductor ETF (which is 20% NVDA) in a single OTM put option yesterday and today. $3.7 billion of underlying stock, 8ish delta, $23 mil of premium, so levered 15:1 betting on the NVDA embargo news.
| 1 |
2025-04-16T00:07:06.413Z
|
2025-04-16T00:07:07.160Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmnsch3rbc23
|
bafyreigvkm5ebdfhihhdowxsxdvaqp5bxqkrr7rkg5z7uq2ndr4yflqjeq
|
<start>I have a very centrist theory on this which is that it’s real and a problem but mostly it’s men’s fault for being losers and they need to shape up. This should make everyone nice and unhappy.
@quantian.bsky.social
|
I have a very centrist theory on this which is that it’s real and a problem but mostly it’s men’s fault for being losers and they need to shape up. This should make everyone nice and unhappy.
| 0 |
2025-04-13T00:32:08.603Z
|
2025-04-13T00:32:09.151Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmn22t5o4s2i
|
bafyreih3hsdgryo3qgwx7yvy3t4ysk4zsnaxdts2ed4zzd6nwxdvk4w2oq
|
<start>I think both are examples of things where you definitely shouldn’t like base your entire politics around them but you should at least have thought about it for a bit and have something cogent to say on the matter
@quantian.bsky.social
|
I think both are examples of things where you definitely shouldn’t like base your entire politics around them but you should at least have thought about it for a bit and have something cogent to say on the matter
| 0 |
2025-04-12T17:18:23.016Z
|
2025-04-12T17:18:23.455Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmmzjkxnp22i
|
bafyreicddfxqt4s6nmwx6pvocdnuunkxodkd6p7pfelfrxscglc6zq42z4
|
<start>If nordic support structures around birth and child rearing worked then they would be having more kids than Americans do. They do not.
@quantian.bsky.social
|
If nordic support structures around birth and child rearing worked then they would be having more kids than Americans do. They do not.
| 0 |
2025-04-12T17:08:44.005Z
|
2025-04-12T17:08:44.452Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmmvikofjs2i
|
bafyreieigxwr3geo6khjxmil4spcmftufyo26tijni7rfbpkvaegmrjfsa
|
<start>You can run the numbers of what 0.8 TFR does to a population pyramid yourself if you don’t believe me, but unless you are all in on the AI and robot productivity superboom happening real soon Grandma is going to need to be turned into Soylent Green at age 80 to keep dependency ratios down.
@quantian.bsky.social
|
You can run the numbers of what 0.8 TFR does to a population pyramid yourself if you don’t believe me, but unless you are all in on the AI and robot productivity superboom happening real soon Grandma is going to need to be turned into Soylent Green at age 80 to keep dependency ratios down.
| 0 |
2025-04-12T15:56:35.179Z
|
2025-04-12T15:56:36.054Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmmvcuklcc2i
|
bafyreidgn76tpba5nii3yslm7tvqn5eki7xto753iwnis7gld6osrx3nca
|
<start>I know that all the pronatalist people are weird fascists and the temptation is to swing as far in the other direction as possible but like “a welfare state” is fundamentally not sustainable in an environment with sub-1 TFRs and immigration is not a permanent fix because they are falling everywhere. You can run the numbers of what 0.8 TFR does to a population pyramid yourself if you don’t believe me, but unless you are all in on the AI and robot productivity superboom happening real soon Grandma is going to need to be turned into Soylent Green at age 80 to keep dependency ratios down.
@quantian.bsky.social
|
I know that all the pronatalist people are weird fascists and the temptation is to swing as far in the other direction as possible but like “a welfare state” is fundamentally not sustainable in an environment with sub-1 TFRs and immigration is not a permanent fix because they are falling everywhere.
| 1 |
2025-04-12T15:53:24.206Z
|
2025-04-12T15:53:24.455Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmkq7kwab22o
|
bafyreiazyiegwrdleysqlmbuaiuxapu5sl6oggtblc4tbjpsdnsrpo7afi
|
<start>Many VCs would strenuously object to the idea that they cared at all about the sexual availability of junior female employees, with careful emphasis on one particular word in that sentence.
@quantian.bsky.social
|
Many VCs would strenuously object to the idea that they cared at all about the sexual availability of junior female employees, with careful emphasis on one particular word in that sentence.
| 0 |
2025-04-11T19:16:45.261Z
|
2025-04-11T19:16:47.648Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmkksemezc2o
|
bafyreihz4kgteqouobmyfxtwwhtili672okcmqxcu7qb3qxwprum7mamr4
|
<start>Ok so you don’t have any proof, but you’re just inherently suspicious anyways.
@quantian.bsky.social
|
Ok so you don’t have any proof, but you’re just inherently suspicious anyways.
| 0 |
2025-04-11T17:39:53.730Z
|
2025-04-11T17:39:53.956Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmkkgcmbgs2o
|
bafyreibhx5deoehlv3vfcxt6y76bt42jmbjys5o6y6i252bdivcpomlimy
|
<start>She bought tech companies because she was representing San Francisco, in the same way Texas reps often invest heavily in oil companies. Tech has just done a LOT better than oil the past 15 years.
@quantian.bsky.social
|
She bought tech companies because she was representing San Francisco, in the same way Texas reps often invest heavily in oil companies. Tech has just done a LOT better than oil the past 15 years.
| 0 |
2025-04-11T17:33:08.976Z
|
2025-04-11T17:33:13.771Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmkicytpgk22
|
bafyreiguk5btms2o7i2rbsblnd2dqywa2wx2g5js73urzkblnssisr7wu4
|
<start>Please provide an example of a Democrat doing it that has a fact pattern as damning as Loeffler’s.
@quantian.bsky.social
|
Please provide an example of a Democrat doing it that has a fact pattern as damning as Loeffler’s.
| 0 |
2025-04-11T16:55:30.586Z
|
2025-04-11T16:55:31.052Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmkgt3rcc227
|
bafyreigrvczkvjmswvwa6fqdhdb4bopq2ctsdbrnu2mz5yon72d43tfiym
|
<start>I mean they got rich because they bought Nvidia in like 2015 and used significant leverage via call options. If you bought Nvidia on margin in 2015 you’d be rich as fuck too
@quantian.bsky.social
|
I mean they got rich because they bought Nvidia in like 2015 and used significant leverage via call options. If you bought Nvidia on margin in 2015 you’d be rich as fuck too
| 0 |
2025-04-11T16:28:43.041Z
|
2025-04-11T16:28:43.758Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmkfsf56ak27
|
bafyreifp2hlbngdegtvjyyret7cb4pmudzmcqjcai225zuoe4qfkwbgqga
|
<start>It is definitely bad that Congress has effectively given itself a free pass to get rich daytrading but the ones who most enthusiastically avail themselves of this pass are Republicans. This is never clearly explained and so people interpret it as “a pox on both their houses”.
@quantian.bsky.social
|
It is definitely bad that Congress has effectively given itself a free pass to get rich daytrading but the ones who most enthusiastically avail themselves of this pass are Republicans. This is never clearly explained and so people interpret it as “a pox on both their houses”.
| 0 |
2025-04-11T16:10:25.570Z
|
2025-04-11T16:10:27.048Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmkfpnowcc27
|
bafyreibddcb6333lb2hodx4o4vjfj7qzzpdxv7df5spicf2s455kwu6coy
|
<start>It is enormously damaging that a bunch of leftists gleefully spread the ring wing line that Nancy Pelosi got rich “insider trading” (she just got lucky buying and holding tech stocks) to attack Dems when the most clear cut cases of using classified information were Rs (Burr, Perdue, and Loeffler) It is definitely bad that Congress has effectively given itself a free pass to get rich daytrading but the ones who most enthusiastically avail themselves of this pass are Republicans. This is never clearly explained and so people interpret it as “a pox on both their houses”.
@quantian.bsky.social
|
It is enormously damaging that a bunch of leftists gleefully spread the ring wing line that Nancy Pelosi got rich “insider trading” (she just got lucky buying and holding tech stocks) to attack Dems when the most clear cut cases of using classified information were Rs (Burr, Perdue, and Loeffler)
| 1 |
2025-04-11T16:08:53.874Z
|
2025-04-11T16:08:54.350Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmj67odli227
|
bafyreifmz2ytoueipo2uxzaj3fywoyoksuyqoqa34cm3mmrekpcmqtjfmm
|
<start>Please remember that unless you are talking to an arbitrageur who is exceptionally keen on trading a multi leg USD-JPY-NKY-NKD basis arb, quoting a Nikkei move is a good sign someone doesn’t know what they’re talking about.
@quantian.bsky.social
|
Please remember that unless you are talking to an arbitrageur who is exceptionally keen on trading a multi leg USD-JPY-NKY-NKD basis arb, quoting a Nikkei move is a good sign someone doesn’t know what they’re talking about.
| 0 |
2025-04-11T04:22:01.751Z
|
2025-04-11T04:22:06.452Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmgjg5zcm22g
|
bafyreie4mp7ki7ogf63p7tp735zlhsnbp7vdighkcfmigfuuzzmtuw36ca
|
<start>George where is my guest invite to discuss the finer points of Burgundy climats
@quantian.bsky.social
|
George where is my guest invite to discuss the finer points of Burgundy climats
| 0 |
2025-04-10T03:04:31.464Z
|
2025-04-10T03:04:34.650Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmg3oqalps2v
|
bafyreibgbafbhhpput6xriiekaunv6hurmygmkpdkolh4gaph4yno4blyu
|
<start>One day I will care about STIRs basis but today is not that day. Begone to your trading dungeon, trolls.
@quantian.bsky.social
|
One day I will care about STIRs basis but today is not that day. Begone to your trading dungeon, trolls.
| 0 |
2025-04-09T22:58:46.627Z
|
2025-04-09T22:58:47.355Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmg2vjvv722v
|
bafyreif2tpzeosa2akyz64oj45sybjzvjf6talfb4wpipokyyaebp5zpn4
|
<start>Taken holistically the current picture it paints is people hiding in real assets because they expecting massive inflation and/or a giant dollar devaluation. It’s “bullish” equities but not a good thing.
@quantian.bsky.social
|
Taken holistically the current picture it paints is people hiding in real assets because they expecting massive inflation and/or a giant dollar devaluation. It’s “bullish” equities but not a good thing.
| 0 |
2025-04-09T22:44:41.124Z
|
2025-04-09T22:44:43.755Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmg2svqavs2v
|
bafyreiegf5rgwppy3ter2hf34kcxfrl5mucxexp5p2uwscage6hf5kgkfu
|
<start>There are more markets than just US equities. Dollar only barely recovered this morning’s move down, treasury yields are still up from yesterday, and gold was up big. Taken holistically the current picture it paints is people hiding in real assets because they expecting massive inflation and/or a giant dollar devaluation. It’s “bullish” equities but not a good thing.
@quantian.bsky.social
|
There are more markets than just US equities. Dollar only barely recovered this morning’s move down, treasury yields are still up from yesterday, and gold was up big.
| 1 |
2025-04-09T22:43:12.859Z
|
2025-04-09T22:43:13.347Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmfcnkm3f226
|
bafyreif7munff7hcxwjbqz6nzxh57vhoh6rrmru3qn3frkz57edrohyb7i
|
<start>I mean the point is that either air travel demand is robust and you can dodge the tariffs with legal maneuvering like this or the demand doesn’t exist and your business is unbelievably fucked regardless. In neither case do tariffs change your overall calculus so you might as well say they’re noise.
@quantian.bsky.social
|
I mean the point is that either air travel demand is robust and you can dodge the tariffs with legal maneuvering like this or the demand doesn’t exist and your business is unbelievably fucked regardless. In neither case do tariffs change your overall calculus so you might as well say they’re noise.
| 0 |
2025-04-09T15:30:43.612Z
|
2025-04-09T15:30:43.954Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmfccjix4k26
|
bafyreie7thcuyvslkwgzgtmfnwqoxnpxitw7wbv2miackhcc6jvrxjfxca
|
<start>Yeah you use them on Mexico/Canada and Caribbean routes basically. You just need to not do stuff like, you know, threaten to invade Canada and start a trade war with Mexico and throw random tourists in ICE detention!
@quantian.bsky.social
|
Yeah you use them on Mexico/Canada and Caribbean routes basically. You just need to not do stuff like, you know, threaten to invade Canada and start a trade war with Mexico and throw random tourists in ICE detention!
| 0 |
2025-04-09T15:24:33.362Z
|
2025-04-09T15:24:33.649Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmfc6q275c26
|
bafyreiguq5nih7lsemdxfg3g3sxurhvup67huuew74i7jokuo4gtigh7y4
|
<start>Yeah I mean it’s not good or painless but gritting your teeth on lower customer satisfaction and higher maintenance capex on your domestic fleet beats the hell out of paying a multi billion dollar tariff bill
@quantian.bsky.social
|
Yeah I mean it’s not good or painless but gritting your teeth on lower customer satisfaction and higher maintenance capex on your domestic fleet beats the hell out of paying a multi billion dollar tariff bill
| 0 |
2025-04-09T15:22:26.002Z
|
2025-04-09T15:22:26.461Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmfbzc7ch226
|
bafyreifrdwatjcwrhnmtgt4y3lcfpieppgrrebdhghlldwxc7pldh7vfh4
|
<start>It’s not delusional, just fly the planes on international routes only under an Irish sub. Bingo, no tariffs.
@quantian.bsky.social
|
It’s not delusional, just fly the planes on international routes only under an Irish sub. Bingo, no tariffs.
| 0 |
2025-04-09T15:19:23.716Z
|
2025-04-09T15:19:24.353Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmf7pzydwk26
|
bafyreidl3kgz5wvqlrhow6exvkg52cw35eiywd4tgfv7tzyh7umxwjnzmu
|
<start>When default happens there’s no yield to calculate so bond quoting conventions switch to price. See, eg, Argentina
@quantian.bsky.social
|
When default happens there’s no yield to calculate so bond quoting conventions switch to price. See, eg, Argentina
| 0 |
2025-04-09T14:38:25.626Z
|
2025-04-09T14:38:25.950Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmeuid6fmk23
|
bafyreibbavb22b3mpvafxqx7durtkerh2iuoe36lelbecpikv57yymqsri
|
<start>No one in the west has experienced 6 personally, that’s like pre-invasion Ukraine where bonds go from 120 to 10 in a month
@quantian.bsky.social
|
No one in the west has experienced 6 personally, that’s like pre-invasion Ukraine where bonds go from 120 to 10 in a month
| 0 |
2025-04-09T11:17:15.666Z
|
2025-04-09T11:17:16.650Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmetpbrb3k23
|
bafyreigjo5gciablnxh433mdswhjvnwzumteclqtlspynuxkxogiizfctm
|
<start>Levered yen sellers haven’t exactly been having the most enjoyable couple of weeks!
@quantian.bsky.social
|
Levered yen sellers haven’t exactly been having the most enjoyable couple of weeks!
| 0 |
2025-04-09T11:03:15.327Z
|
2025-04-09T11:03:15.847Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmesapagb223
|
bafyreifztm753vl5ypcdnojppqd3co3bmvs5sjobxamjqgxlkd7drzdkyu
|
<start>How fucked you are based on what charts are currently being posted (least to most fucked)
1. Monthly/quarterly economic data
2. Stocks going down
3. Currencies or commodities going down
4. Interest rates or credit spreads going up
5. Weird repo market shit happening
6. Raw bond prices going down We are currently at 4 btw
@quantian.bsky.social
|
How fucked you are based on what charts are currently being posted (least to most fucked)
1. Monthly/quarterly economic data
2. Stocks going down
3. Currencies or commodities going down
4. Interest rates or credit spreads going up
5. Weird repo market shit happening
6. Raw bond prices going down
| 1 |
2025-04-09T10:37:12.396Z
|
2025-04-09T10:37:12.855Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmbgts5tck2w
|
bafyreicwhverxnhvmonvwzvg4i7pci6dt4ocrqujn4ceplmc37ukfprfmy
|
<start>You know I expected Musk to be out by end of Q2, but I assumed it would be because he did something radioactively stupid like tanking the stock market or starting a massive trade war, not him being the only guy in the room saying “please don’t tank the stock market and start a massive trade war”
@quantian.bsky.social
|
You know I expected Musk to be out by end of Q2, but I assumed it would be because he did something radioactively stupid like tanking the stock market or starting a massive trade war, not him being the only guy in the room saying “please don’t tank the stock market and start a massive trade war”
| 0 |
2025-04-08T02:35:08.874Z
|
2025-04-08T02:35:09.382Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmabhb4bxc26
|
bafyreifoiq5d54yrfdv74svosvnnncmiko3tvxiz2e65v4mqwac7a2azwu
|
<start>Now we are down again because instead of pumping the breaks Trump just announced even more China tariffs. But still not down as much as this morning when nobody thought he would do that, because of course.
@quantian.bsky.social
|
Now we are down again because instead of pumping the breaks Trump just announced even more China tariffs. But still not down as much as this morning when nobody thought he would do that, because of course.
| 0 |
2025-04-07T15:25:59.898Z
|
2025-04-07T15:25:59.781Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lmab35mwns26
|
bafyreifuaq7zttjglyy55zzumogw4ojlxcu3dg7mu6nvn6kp6mxqfwhxca
|
<start>So we bounced 8% on a fake headline, sold off when people realized it was fake, and then bounced again when it occurred to people that if we bounced that much on a fake headline imagine how much we'd bounce on a hypothetical real one. Now we are down again because instead of pumping the breaks Trump just announced even more China tariffs. But still not down as much as this morning when nobody thought he would do that, because of course.
@quantian.bsky.social
|
So we bounced 8% on a fake headline, sold off when people realized it was fake, and then bounced again when it occurred to people that if we bounced that much on a fake headline imagine how much we'd bounce on a hypothetical real one.
| 1 |
2025-04-07T15:19:13.596Z
|
2025-04-07T15:19:13.579Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lm6nezriy22u
|
bafyreid3xnuds344onbfflb522rt57i6mbl72mz4ffof7pvrcno64btb7a
|
<start>not term structure per se just widening vol levels. It is more expensive to buy options generally, and you need to go much further away from the money in order to get the same delta- at 25 vol a 10dp is 10% below the current price; at 60 it is 25% below the current price.
@quantian.bsky.social
|
not term structure per se just widening vol levels. It is more expensive to buy options generally, and you need to go much further away from the money in order to get the same delta- at 25 vol a 10dp is 10% below the current price; at 60 it is 25% below the current price.
| 0 |
2025-04-06T23:54:10.520Z
|
2025-04-06T23:54:09.479Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lm6gsrgir224
|
bafyreigtu6hehirs7ro7c5hhjjn3hh6pjf52zpbmwphklpusgadwalbv24
|
<start>A week ago you could buy a 1 month 10-delta SPY put for 25 vol, which was pretty in line with the long term average. On Friday it was higher than any period outside of COVID in the last decade. Monday it will probably be higher.
@quantian.bsky.social
|
A week ago you could buy a 1 month 10-delta SPY put for 25 vol, which was pretty in line with the long term average. On Friday it was higher than any period outside of COVID in the last decade. Monday it will probably be higher.
| 0 |
2025-04-06T21:56:35.340Z
|
2025-04-06T21:56:35.569Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lm6ghvzz7s2t
|
bafyreif2dxqv4jbhmtebgw4gwokxrxjlz6zybvfvj3gzchivh66hy6ic44
|
<start>This is a joke, but to be 100% clear for the people of Bluesky, by Monday we will have reached the point where vols are high enough trading options subtracts value even if you’re right. From here on out on if you wish to do directional punts you need to just trade delta one instruments. A week ago you could buy a 1 month 10-delta SPY put for 25 vol, which was pretty in line with the long term average. On Friday it was higher than any period outside of COVID in the last decade. Monday it will probably be higher.
@quantian.bsky.social
|
This is a joke, but to be 100% clear for the people of Bluesky, by Monday we will have reached the point where vols are high enough trading options subtracts value even if you’re right. From here on out on if you wish to do directional punts you need to just trade delta one instruments.
| 1 |
2025-04-06T21:50:31.073Z
|
2025-04-06T21:50:31.375Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lm4cfe37ks24
|
bafyreibtk7kv3rwig3lyn4wnwqkgwmhohdn5ipfonxrgab2t33tygrcyem
|
<start>We’ve touched one stove already, let’s hit up a couple more. That -20 circuit breaker isn’t there for show I want to see it used.
@quantian.bsky.social
|
We’ve touched one stove already, let’s hit up a couple more. That -20 circuit breaker isn’t there for show I want to see it used.
| 0 |
2025-04-06T01:32:10.687Z
|
2025-04-06T01:31:52.598Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llzzrn6ook2y
|
bafyreih5e72st5534xfjc6nedsnptic2kyo263kngo34qb7bk6peknkxfe
|
<start>Oh you’re a pro-tariff leftist? You think Trump has some good points actually? You think neoliberalism is a more pressing threat than fascism? Should we throw you a party? Should we invite Yanis Varoufakis and the guy who killed himself because Russel Brand turned out to be a sex pest?
@quantian.bsky.social
|
Oh you’re a pro-tariff leftist? You think Trump has some good points actually? You think neoliberalism is a more pressing threat than fascism? Should we throw you a party? Should we invite Yanis Varoufakis and the guy who killed himself because Russel Brand turned out to be a sex pest?
| 0 |
2025-04-05T03:52:39.738Z
|
2025-04-05T03:52:40.174Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llzxnqjjyk2s
|
bafyreiaqlv3pmwgoduqbjk7z6oho36side5tm5mluzfol7inc3fi45gruy
|
<start>It’s incredibly German of them, if you told me that before I saw it for myself I’d have assumed you were taking the piss
@quantian.bsky.social
|
It’s incredibly German of them, if you told me that before I saw it for myself I’d have assumed you were taking the piss
| 0 |
2025-04-05T03:14:41.538Z
|
2025-04-05T03:14:42.777Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llzxbpoyks2s
|
bafyreia7kola3ctwhoxzruhlgq7ziy65avu7e3t7duq7ocy3geu3aq7v5y
|
<start>Traveling to France was illuminating in many ways but one thing I remember was a vineyard owner proudly telling me that “we are surrounded by forests that protect the vines” and the “forests” were planted in such perfect hexagonal close packing they aliased when you walked along the tree line
@quantian.bsky.social
|
Traveling to France was illuminating in many ways but one thing I remember was a vineyard owner proudly telling me that “we are surrounded by forests that protect the vines” and the “forests” were planted in such perfect hexagonal close packing they aliased when you walked along the tree line
| 0 |
2025-04-05T03:07:58.013Z
|
2025-04-05T03:07:58.367Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llzwrfx4yc2s
|
bafyreig75vrvxvmwcbsvavphzknjgfzmdgz4his3x5avibdghtfxtbvpv4
|
<start>It is 100% a scam I’m afraid. No other company would agree to make their engine so they were like “oh that’s fine we’ll do it ourselves” (this is not something you can do yourself”
@quantian.bsky.social
|
It is 100% a scam I’m afraid. No other company would agree to make their engine so they were like “oh that’s fine we’ll do it ourselves” (this is not something you can do yourself”
| 0 |
2025-04-05T02:58:50.926Z
|
2025-04-05T02:58:51.770Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llztgkmaos2a
|
bafyreicx7isc4w4q44ea5apgjxlpeppqdtnxizpopda63wjhgy3yrr2vf4
|
<start>That you think this is very nearly as annoying as the rightoids on Twitter who assume I was the sole counterparty to the $25 million Trump poly market guy
@quantian.bsky.social
|
That you think this is very nearly as annoying as the rightoids on Twitter who assume I was the sole counterparty to the $25 million Trump poly market guy
| 0 |
2025-04-05T01:59:05.488Z
|
2025-04-05T01:59:06.975Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llzsewlpuk2a
|
bafyreid2uoqijpb2art4o7dnti5g5mh7o5dundg76e5bsofv6mdytjswam
|
<start>Oh sweet summer child. I can lose way more than thousands of dollars trading options on Monday
@quantian.bsky.social
|
Oh sweet summer child. I can lose way more than thousands of dollars trading options on Monday
| 0 |
2025-04-05T01:40:17.202Z
|
2025-04-05T01:40:17.670Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llwmtgk2wc2p
|
bafyreihibsoedgnqtplyndildpow4y7odj67ue6yd5mkrempi5c6womfxy
|
<start>I mean the existing duration doesn’t really matter, you can get arbitrary debt reduction by cranking up the coupon to 10% or 15% or whatever. This was originally floated to deal with the debt ceiling in that way
@quantian.bsky.social
|
I mean the existing duration doesn’t really matter, you can get arbitrary debt reduction by cranking up the coupon to 10% or 15% or whatever. This was originally floated to deal with the debt ceiling in that way
| 0 |
2025-04-03T19:23:02.022Z
|
2025-04-03T19:23:07.073Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llwmhxrbrk2p
|
bafyreiath2pcyqqvelztyhvmoasugrzmx5lmrkkazfffsty4to52hu327a
|
<start>No, you refinance them at a higher rate. It’s pure financial trickery, the cash flows are identical you just change things around so they’re paid 6% of $50 instead of 3% of $100. Your payments are $3 either way but your “obligations” are lower in one scenario.
@quantian.bsky.social
|
No, you refinance them at a higher rate. It’s pure financial trickery, the cash flows are identical you just change things around so they’re paid 6% of $50 instead of 3% of $100. Your payments are $3 either way but your “obligations” are lower in one scenario.
| 0 |
2025-04-03T19:16:37.431Z
|
2025-04-03T19:16:20.623Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llwlpgcdg22p
|
bafyreia6rlub5bauqzcvwkz2r64suoo7f2y666ghik2kurqxbbyrcsd6we
|
<start>There is a pretty good chance that 1. They will attempt to do this, 2. Many of the 95% of people who don’t know how bonds work will think this was some kind of genius maneuver now that we have “only” $20 trillion of debt from Biden’s $30.
@quantian.bsky.social
|
There is a pretty good chance that 1. They will attempt to do this, 2. Many of the 95% of people who don’t know how bonds work will think this was some kind of genius maneuver now that we have “only” $20 trillion of debt from Biden’s $30.
| 0 |
2025-04-03T19:02:53.808Z
|
2025-04-03T19:02:37.019Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llwlm3mja22p
|
bafyreih7telfsaxftbl6c2adf7f3fzws4rmxgzxqsyjxs5ntc2zfcqdliu
|
<start>Mathematically if you issue a 10 year at 2%, and interest rates go to 6%, the face value goes down to like 70 or whatever. If you *buy back* that debt in the open market and re-issue it w/ a 6% coupon, you have “reduced debt” by 30% even if your interest burden is completely unchanged (or higher). There is a pretty good chance that 1. They will attempt to do this, 2. Many of the 95% of people who don’t know how bonds work will think this was some kind of genius maneuver now that we have “only” $20 trillion of debt from Biden’s $30.
@quantian.bsky.social
|
Mathematically if you issue a 10 year at 2%, and interest rates go to 6%, the face value goes down to like 70 or whatever. If you *buy back* that debt in the open market and re-issue it w/ a 6% coupon, you have “reduced debt” by 30% even if your interest burden is completely unchanged (or higher).
| 1 |
2025-04-03T19:01:01.943Z
|
2025-04-03T19:01:05.577Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llwh7fm7mc22
|
bafyreic4vog3g7wglovnbm7zaosbvbvq3yt2kcr7x4mjnycyag6bkkbxru
|
<start>Many people foolishly believed that other mantras could save them, such as "capitalism bad" or "democrats bad". These protective spells are much weaker and they have all fallen already.
@quantian.bsky.social
|
Many people foolishly believed that other mantras could save them, such as "capitalism bad" or "democrats bad". These protective spells are much weaker and they have all fallen already.
| 0 |
2025-04-03T17:42:21.246Z
|
2025-04-03T17:42:19.871Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llwh46ibxc22
|
bafyreigcvixq3zjeu77jjltadbqa7a45e67ucfgdzdtwkho2nf7uaj3anu
|
<start>Elon has turned Twitter into a madness rune, but if you simply hold in your heart the knowledge that "Orange Man Bad" it has no power over you and you can use it freely. Beware, though, because as soon as you concede anything else, you will succumb. Many people foolishly believed that other mantras could save them, such as "capitalism bad" or "democrats bad". These protective spells are much weaker and they have all fallen already.
@quantian.bsky.social
|
Elon has turned Twitter into a madness rune, but if you simply hold in your heart the knowledge that "Orange Man Bad" it has no power over you and you can use it freely. Beware, though, because as soon as you concede anything else, you will succumb.
| 1 |
2025-04-03T17:40:33.114Z
|
2025-04-03T17:40:31.776Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llw3grrem22g
|
bafyreifbhot5ddyo4xcez6pqadbwcv7aa4reeof4fo2ov6ulfmdn7vtece
|
<start>Probability of tripping the circuit breaker = 2x the delta of the put option struck at CB level. 5275 strike 0day trading at 3 delta, so ~6% chance.
@quantian.bsky.social
|
Probability of tripping the circuit breaker = 2x the delta of the put option struck at CB level. 5275 strike 0day trading at 3 delta, so ~6% chance.
| 0 |
2025-04-03T14:11:43.977Z
|
2025-04-03T14:11:44.378Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llvyzsmf4k2g
|
bafyreig4pjetijdaaor3mgfe5dn6i3egzpqmc36tey7uedhna65pva2lxy
|
<start>We will vote Biden back in in 2028 and keep him in the White House forever
@quantian.bsky.social
|
We will vote Biden back in in 2028 and keep him in the White House forever
| 0 |
2025-04-03T13:28:41.160Z
|
2025-04-03T13:28:25.981Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3lluqudx5mc2b
|
bafyreiey23y2rcivbnbpvtzxlvih4rm2ex2mjmdrju4rwvpnkvxwgia274
|
<start>Bessent's macro fund returns absolutely sucked shit (unlike, as a random example, Steve Mnuchin's successful turnaround of OneWest) and now everyone in the world is learning why
@quantian.bsky.social
|
Bessent's macro fund returns absolutely sucked shit (unlike, as a random example, Steve Mnuchin's successful turnaround of OneWest) and now everyone in the world is learning why
| 0 |
2025-04-03T01:29:48.350Z
|
2025-04-03T01:29:47.470Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llshq3z5ks2e
|
bafyreicbopstckhjyyvn2l2svouzrea5v5e4tlcvxztbhlpq73dvjrr52q
|
<start>The US consumer is like whatever the opposite of “underbanked” is. There was A Minor Incident about 20 years ago which was not caused by the inability of extremely poor people to get loans or the unwillingness of the financial sector to extend them.
@quantian.bsky.social
|
The US consumer is like whatever the opposite of “underbanked” is. There was A Minor Incident about 20 years ago which was not caused by the inability of extremely poor people to get loans or the unwillingness of the financial sector to extend them.
| 0 |
2025-04-02T03:41:02.656Z
|
2025-04-02T03:41:05.488Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llsh44d5jk2e
|
bafyreifictipimsnf4tlz4ycf75hbz2dqd5nuqwdzk7dbgoxx4ncuyteam
|
<start>How do you fund a Robinhood account Mark The US consumer is like whatever the opposite of “underbanked” is. There was A Minor Incident about 20 years ago which was not caused by the inability of extremely poor people to get loans or the unwillingness of the financial sector to extend them.
@quantian.bsky.social
|
How do you fund a Robinhood account Mark
| 1 |
2025-04-02T03:29:51.894Z
|
2025-04-02T03:29:52.081Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llmdzdkwik2s
|
bafyreia25ra44udcnvnsebrlxah5pmtat4pkx6jwoemruu3hzxpnjzs4am
|
<start>I suspect that the male human reflective of light around 600nm in wavelength may well be deleterious
@quantian.bsky.social
|
I suspect that the male human reflective of light around 600nm in wavelength may well be deleterious
| 0 |
2025-03-30T17:18:39.170Z
|
2025-03-30T17:18:39.467Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llkqc4qzsc2o
|
bafyreiergaow27qzsxpum7llp3zzcewym23mekuafekro7aciymuoqlimu
|
<start>Eh, premiocre is a different bracket, that’s one rung below mass affluent but aping their taste. A rich person would have a $50,000 Roche Bobois sofa in their living room, a MA would have a real $5,000 Eames chair, a premiocre yuppy would have a $500 knockoff of an Eames they got from Temu.
@quantian.bsky.social
|
Eh, premiocre is a different bracket, that’s one rung below mass affluent but aping their taste. A rich person would have a $50,000 Roche Bobois sofa in their living room, a MA would have a real $5,000 Eames chair, a premiocre yuppy would have a $500 knockoff of an Eames they got from Temu.
| 0 |
2025-03-30T01:52:59.446Z
|
2025-03-30T01:53:00.273Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llk4xw7qj22z
|
bafyreici7yo3m7tgrvv3koml3eezggw22lz7b6f7zshvgp6cl5ytznxmbe
|
<start>Another example: LVMH makes Dom Perignon, but they NEVER say how many, because they make millions of cases so it can be stocked in every Whole Foods. They also make Clos d’Ambonnay, and for that wine each individual bottle is numbered out of 5,000, because it’s the one for the actually rich people.
@quantian.bsky.social
|
Another example: LVMH makes Dom Perignon, but they NEVER say how many, because they make millions of cases so it can be stocked in every Whole Foods. They also make Clos d’Ambonnay, and for that wine each individual bottle is numbered out of 5,000, because it’s the one for the actually rich people.
| 0 |
2025-03-29T20:07:15.948Z
|
2025-03-29T20:07:16.172Z
|
quantian.bsky.social
|
did:plc:gjqmj6z7sboffvvduvqd7oam
|
at://did:plc:gjqmj6z7sboffvvduvqd7oam/app.bsky.feed.post/3llk3wvndvc2z
|
bafyreig7lf723ofmz6kjighe6ikykgsgnkayf3e5xlv36eddb4toqqzppy
|
<start>Business class seats on intercontinental flights, $700 hotel rooms, $30 craft cocktails, Restoration Hardware furniture, etc. is all in this category. Not a financial stretch for someone making a half a million, but also not any different from the million other people that ordered the same thing. Another example: LVMH makes Dom Perignon, but they NEVER say how many, because they make millions of cases so it can be stocked in every Whole Foods. They also make Clos d’Ambonnay, and for that wine each individual bottle is numbered out of 5,000, because it’s the one for the actually rich people.
@quantian.bsky.social
|
Business class seats on intercontinental flights, $700 hotel rooms, $30 craft cocktails, Restoration Hardware furniture, etc. is all in this category. Not a financial stretch for someone making a half a million, but also not any different from the million other people that ordered the same thing.
| 1 |
2025-03-29T19:48:48.049Z
|
2025-03-29T19:48:48.372Z
|
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