roku is shocking. They left like 50mm on the table. The CFO there didn’t do his job. The CFO of Roku was reportedly taking his kids to drag shows.
but I’m Pretty sure woke has nothing to do with the risk management at SIVB. Woke is a conservative media story made up to distract from...
Politicizing Christmas for your political agenda for firearms is okay.
https://www.businessinsider.com/nashville-covenant-school-andy-ogles-gun-family-photo-for-christmas-2023-3
You could explore to see if something in a scenario like that. It doesn't necessarily mean someone is informed as they might be putting on a lottery ticket bet. But it also could.
First you MAGAs railed on the immigrants. That didn't get very far.
Then the blacks. That resulted in riots that made for some funny photo ops.
Finally the Jews. Which hasn't gotten any traction.
And now LGBTQ. Your track record isn't very good.
All the while constructing your entire political...
large volume isn’t indicative of anything.
true you have to trade large volume to get enough Vega. But 5000 options is only 50,000 shares. That’s only like 10MM notional for a name like tsla. Do you think Ken griffin even notices when one of his traders puts on 10mm of tsla?
no. You don’t know the motivation at all. It could be a hedge, part of a pair trade, part of a basket trade, or an outright view. it could even be a layoff trade (against say a corporate trade).
It doesn’t tell you anything.
did they delta hedge?
What was their position before?
Is there another trade associated with it?
This is of course assuming you know if they bought or sold.
I think his point was that crypto only got big because of illicit trade.
my argument would have been: so what. Netflix only exists because of the porn industry and the internet only exists because of nuclear war. iPods/Spotify exist because of music piracy. All disruptive things often start...
Bonds, like stocks, require a forecast. When you plug in your forecast for rates, you will know if you should buy, sell, or hold the bond.
the bond price today will reflect the market’s current view of interest rates.
This only supports his point.
He’s saying that bitcoin only started to rise because it was effective for illicit activity (unlike the pallets of money).
you haven’t disputed his point yet.
I’ve answered this already.
how do you feel that your taxes are going to pay banker bonuses as they unwind the positions that nearly put you out of business.