Bob

I'm BUILDINGGGG

[prerat @prerat]

technically if you go off on a tangent then you are continuing in the same original direction, and it's the rest of the convo that was curving in some other direction

[BankofVol PhysicalAI & CuringCancer¹⁰⁰⁰🤖🤖¹⁰⁰⁰⁰⁰⁰ @BankofVol]

Took sell side 4 months to realize $MSFT was taking market shares from $GOOG. It was on TikTok for God's sake

[Sahil Bloom @SahilBloom]

Strongly held belief: Daily physical activity will change your life.

When you work out:

1. You eat better because you start to identify as a healthy person.

2. You sleep better because your body is tired.

3. You focus better from better sleep.

One action—huge ripple effects.

[Agustin Lebron @AgustinLebron3]

Me during the day: "I'm a context-switching machine!"

Me at end of the day: "What did I even *do* today?"

[Doug Colkitt @0xdoug]

After today's print, inflation in the second half of 2022 was officially lower than inflation in the second half of 2019. (And below the Fed's 2% target)

[Jim Bianco @biancoresearch]

6/6

Has this dynamic changed?

Is it now ok for stocks to rally 25% to 30%? Home prices to rebound 15% to 20%?

If the S&P 500 goes to 5,000, you promise you will not walk around puffy chest thinking you "need not want" a Tesla Model S?

[Stat Arb @quant_arb]

Some of my favourite code cookbook examples for beginners looking to see what great code looks like:

(More below)

[Ben Hunt @EpsilonTheory]

@cperruna You mean like this?
https://t.co/vx5j9IUBxB

[arb8020 @arb8020]

@quant_arb

[Dave Lauer @dlauer]

I made a meme.

Merry Christmas!

[Robot James 🤖🏖 @therobotjames]

@thelornadane > Do you agree?

No, lots of them go up.

> How is your understanding consistent with the derivative quant’s understanding?

They think you can hedge drift so it's irrelevant re: derivative pricing.

But have u ever met someone that hedges drift that you'd want to hang out with?

[BankofVol PhysicalAI & CuringCancer¹⁰⁰⁰🤖🤖¹⁰⁰⁰⁰⁰⁰ @BankofVol]

Messi shooting his penalty as if his 5 year old is the goalkeeper.

[Vance Harwood @6_Figure_Invest]

A lot of good stuff in this free, online book. https://t.co/Q9KrXWoEay

[Bob @BobTheBuildor]

@KrisAbdelmessih @tjrwriting Where does the half come from?

[Bob @BobTheBuildor]

@goodalexander @BobEUnlimited Credit spreads going up

[Bob @BobTheBuildor]

@NotQuiteMidlife @SqueezeMetrics Thanks, I also found this source, makes sense

https://t.co/mHaulhL6E2

[Bob @BobTheBuildor]

@NotQuiteMidlife @SqueezeMetrics Where does it come from

[Bob @BobTheBuildor]

@dampedspring @StraightftMut Still like this

[Bob @BobTheBuildor]

@OffTheRunTrades Chin² Capital