knowledge0.eth @knowledgezer00

smooth brain cloud country Joined June 2021

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knowledge0.eth @knowledgezer00

6 months ago

@shamr0ck2 @robbertleusink this u?

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knowledge0.eth @knowledgezer00

8 months ago

@PythiaR can still go to googledotcom, right? if so then google ai since basic queries return llm results and aimode is hard to stop… blocking google was the one line our IT team would not cross, our workaround until they gave us enterprise ai licenses if not then

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knowledge0.eth @knowledgezer00

9 months ago

observe the yearly open @inversebrah

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knowledge0.eth @knowledgezer00

a year ago

normally these otm puts have less than 5% chance of paying out the hit rate is much better than normal though and >5:1 r/r imo

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knowledge0.eth @knowledgezer00

a year ago

the tga refill alone is enough for a high hit rate, but coupled with a mismatch between sentiment, fundamentals and fwd surprise factors, there’s juice in this trade

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knowledge0.eth @knowledgezer00

a year ago

bought otm puts on eurusd futures last time sentiment was this extreme the euro fell about 10% vs the usd interest rate differentials imply similar obba raised the debt ceiling, and the treasury now needs to refill the tga, providing the catalyst

knowledge0.eth @knowledgezer00

a year ago

@Barchart bofa fund manager survey says the same big dollar catalyst coming soon too 80-90% hit rate iirc may pare or full sell my bounce names and play dxy/vol up over next month-ish tbd

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knowledge0.eth @knowledgezer00

a year ago

@Barchart bofa fund manager survey says the same big dollar catalyst coming soon too 80-90% hit rate iirc may pare or full sell my bounce names and play dxy/vol up over next month-ish tbd

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knowledge0.eth @knowledgezer00

a year ago

@geoljills @Empty_America a good example is millions of acres of public land that railroads improperly sold to loggers (got sued, settled for paltry amounts) the loggers allowed public access for years, but recently closed access and started selling a limited amount of expensive permits to hunt/fish/camp

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knowledge0.eth @knowledgezer00

a year ago

@geoljills @Empty_America public land is more open than private it’s not even close, you know that and the difference is growing trail closures are small relative to: - # of new trails - 100s of millions of open acres - the vast amount of private land that was open, but is now closed

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knowledge0.eth @knowledgezer00

a year ago

just a lost heritage… …the death of the wild west

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knowledge0.eth @knowledgezer00

a year ago

instead it is a kickback to donors they’re buying political favors pristine land is being exchanged for campaign funds no measurable consideration for the public who ultimately owns it

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knowledge0.eth @knowledgezer00

a year ago

if the federal government sells every single acre of public land this year, at the current market rate… we will still have a budget deficit in ‘25, ‘26, and every year thereafter

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knowledge0.eth @knowledgezer00

a year ago

got a riding lawn mower so excite

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knowledge0.eth @knowledgezer00

a year ago

non-US large cap stocks go on to return close to 30% over the next year, going up >90% of the time large US stocks also do well, going up 100% of time, by an average of ~40%

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knowledge0.eth @knowledgezer00

a year ago

yesterday non-US large cap stocks hit an unprecedented streak of 15 days in a row of positive returns since that’s never happened before i looked at a cluster of their best 15 days of returns to see what a big streak might mean for returns over the next year results were great

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knowledge0.eth @knowledgezer00

a year ago

ppl like to big brain themselves out of good decisions, don’t do tht with kids it’s the point of life don’t miss it cause you’re too smart

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knowledge0.eth @knowledgezer00

a year ago

what’s crazy is, when you ask them, invariably 95 out of 100 say it’s the best thing they’ve ever done few opinions are more one sided it’s hard, expensive, time consuming and they wouldnt trade it for anything

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knowledge0.eth @knowledgezer00

a year ago

it’s hard for us to comprehend how we’ll feel or what we’ll do if x happens we think we know but we don’t studies show this the hack is asking people that know both sides of the coin for example parents they know what it’s like to be a parent, and what it’s like to not be