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Yeah. Straddle is pricing 20 dollar move but I think vol is overbid. That’s my view.

Icahn would never do something that shady!

I’m in full on nxpi now because I think the downside is limited. However news came out that China asking for a lot of concessions and their review might be delayed 6 months.

Affect. Affect is a verb. Effect is a noun.

He never left. But he has toned down and become a constructive member of the forum.

What if the real-name user is the troll?

Diff today: financials are stagnant and tech actually earns cash flow outside of their high R&D expenses. In the 90s financials were high flying too and tech even crazier.

No. Muffy is either a teenager or a middle aged man living in his moms basement. Typical troll who has nothing insightful to say.

The art is how much index do you short against your single stock basket. There is no right answer and it has huge impact on your pnl.

That’s why he lost his attorney client privilege. You can’t have the privilege with someone whose not your attorney.

You mean “twice as easy” honeybun. Most of those guys are multibillionaires. So how does it change your conclusions from that chart? How long do you think it took Zuckerberg to make his second billion?

No shit. But does it change the analysis when talking about when people became millionaires to billionaires within the last 30 years? If so, show me how.

Nice analytical reply.

Why does inflation matter so much? Most of the people on there are multibillionaires and all made it within the last 25 years. Ok, so a few guys need to look at 2bn vs 1bn. Does that really change the conclusions? So what makes it bunk as it’s presented?

That’s the art. You could notional weight or weight based on volbeta. You could weight based gap risk.

yeah. just because I can't compete with a high frequency trader doesn't mean they are random.

clearly they aren't random on a short term intraday basis. if they were, how could high frequency shops produce the sharps they do?

The markets aren’t random. They are very competitive, complex, and fickle.

He probably sold to other army personnel

Only watched a few minutes. Tim Durham was convicted of running a Ponzi scheme.