Camillus

Unes sed Simius

[Camillus @CamillusMF]

@Molson_Hart Highest quality of life if you’re raising kids without a big extended family in the other two places. You’re not chained to the picket fence. Extended vacations to the other two options gain that much more meaning.

[Camillus @CamillusMF]

@HighyieldHarry barbarians at the 5% gate

[Gregory Brew @gbrew24]

Well how about that

[Camillus @CamillusMF]

Further than that it's the network effects and the data library.

Average workflow for a corporate bond trade:

-I chat w my client on IB. they mention they could add XYZ bonds
-I check my inventory
-I check Trace data for where similar XYZ bonds have been trading
-check news on XYZ's sector
-look at yield curve movements on the day
-IB chat my trading desk to confirm where we can offer bonds from our inventory
-I execute the trade with my client, spot its execution level vs underlying treasury bond levels
-I enter the trade in our order /risk system
I send a trade confirm to my client that they send to their custodian

… and every single step happens within bloomberg and you click through the various screens to accomplish it quickly.

Re: The network effect- you would need to get ~ 200k of the largest financial firms around the globe and all of their regulators to all switch to a new system

[Camillus @CamillusMF]

@spencerpratt Dude focus on net getting swept.

[Camillus @CamillusMF]

@DOWResponse Me to @PalmerLuckey

[Camillus @CamillusMF]

@LiebermanAustin Your exit level from a losing position is defined by your position sizing and risk management completely without ambiguity or conditionality

[Camillus @CamillusMF]

@chrismwojcik Dude I do 15mi of zone 2 and HIIT every week and that’s still me.

[Camillus @CamillusMF]

@SahilBloom Ok but hear me out: multiple yoga bead bracelets on guys.

[Camillus @CamillusMF]

@morganisawizard Anyone at this latitude who's ancestral line so much as glanced at the Mediterranean needs to be supplementing vitamin D by Halloween to avoid feeling like a weak and tired skeleton monster.

[Camillus @CamillusMF]

@RudyHavenstein He was basically an evil Forrest Gump.

[Camillus @CamillusMF]

@DegenerateNews This is a funny timeline where it turns out that Epstein was basically a child-rapey Forrest Gump over the past 40 years.

[Camillus @CamillusMF]

@bennpeifert

[Camillus @CamillusMF]

@AutismCapital @BillAckman It's everywhere.

"How Jess Rowe and Miriam Payne made history rowing the Pacific Ocean"

https://t.co/gOspsOXUYA

[Camillus @CamillusMF]

@HighyieldHarry pls fix

[Camillus @CamillusMF]

@conorsen They'll need to issue a lot more Treasuries if there's a new budget item for refunding collected Tariffs YTD

[Camillus @CamillusMF]

@OnodaCapital Year end bonus within sight.

If you crushed it to YTD, you're not trading much now in order to protect your bonus. If you're underperforming, you are now swinging for the fences.

So less involvement overall and those that are taking positions have less (nothing) to lose.

[Camillus @CamillusMF]

@LambofCrypto @blknoiz06 @gainzy222 Ghost towns get tourists.

[Camillus @CamillusMF]

@bookdepth @AgustinLebron3 @DeepDishEnjoyer This is right. Symptoms vs Causes. Ice cream sales don't cause sun burn. Despite a strong R^2, there is a more powerful upstream driver.