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    Managing of long puts/calls in vertical spreads

    Marked to market
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    Fat Belly Yield Curve

    weren’t you the guy who didn’t understand bond math?
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    Call credit spread assignment procedure

    Every broker handles this differently. My broker will exercise the spread and then you will have margin issues which have consequences. At least that's what they told me 10 years ago when i called them about this very issue. Since then they have gone through a major merger and my situation has...
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    Legalized corruption/bribery thread.

    no analysis but here's an article: https://freakonomics.com/podcast/does-money-really-buy-elections/ It's written in his first book.
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    Pfizer: Switzerland stops the Covid vaccines.

    and 20 billion dead as a result.
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    Roulette is predictable

    that also true of games that are fair and even games that are favorable.
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    Twitter and Musk

    All those absolute constitutionalist maga people told me that Twitter was violating the first amendment by banning trumps personal account.
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    Transgender Maniac kills 3 innocent children in Nashville!

    white males need to police their own.
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    Skew you! :-D

    nah. It’s important in ETF’s if you run large Vega positions. (Like 20k a side of a risk reversal against 1mm)
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    Skew you! :-D

    if you are trading 15 - 11 delta putspreads, i don't think skew will matter.
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    Management fee of Bill Ackman's Pershing Square

    10. The positions are undisclosed. Sharpe is meaningless. He's swashbuckling. He's an incredbily astute investor - but some of the times he gets it wrong too. Did you compare PSH to SPX over different time periods? Like if you invested in 2016? or earlier? i tihnk i read somewhere he's long...
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    Management fee of Bill Ackman's Pershing Square

    looking at just past performance is not indicative of future performance. You know that.
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    Management fee of Bill Ackman's Pershing Square

    You shouldn’t if that’s the way you look at investments.
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    Management fee of Bill Ackman's Pershing Square

    I don’t think IEP is the same as icahns private investment vehicles. Berkshire is a closed end fund. Warrens compensation comes from his equity ownership. He has publicly quipped that he wish he charged fees. invest in these guys not for their past performance but what you think their future...
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    Legalized corruption/bribery thread.

    This was studied by the Freakonomics guys. The causality goes the other way. Favorite candidates received more money than underdog candidates because donors wanted to back the winner, ie. donors didn't create the winner; rather they jumped on the bandwagon.
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    Majority of Americans Think Trump Committed Crimes

    100% of Americans believe that trump committed crimes. Many don't care because he will kill abortion and keep the Black man down.
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    Majority of Americans Think Trump Committed Crimes

    And liberals get 60% to vote for them and the Republicans lose a 4th national election in a row.
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    Management fee of Bill Ackman's Pershing Square

    The 45 days can mean a lot. He also does stuff not in the 13F. For example he bought CDS just before Covid which returned 100x. You can invest in his publicly traded vehicle: Pershing square holdings. If you have a stock picker allocation, he’s one of the few I would invest in. He takes big...
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    Pfizer: Switzerland stops the Covid vaccines.

    trump can’t complete an scripted sentence. he can however remember 5 words. he can
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    Traders Common Mistake

    To be successful trader one must lose less emotions and win more money management.
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