Condensed Insight

Adventuring and Life

Weekly to bi-weekly posts

[IG 200 @CPDDOUGH]

@compound248 He accused 23yr old sellside me of front running him during ugly days of 2008. He was trying to push mkt lower on a loan so he could buy cheaper. He got lifted instead.

THEN HE MADE HIS ACCUSATION VIA A LIMERICK. ON BBG. I had to go to compliance with a limerick.

What a king

[Condensed Insight @CondensedI]

@AdamB1438 @ACapitalLP AI tailwind play?

[Condensed Insight @CondensedI]

@ThatHollowCow @lazereater i also like to know your short thesis

[Condensed Insight @CondensedI]

@Rebel94289165 @lazereater @JohnDoeKnowsGuy Where are you getting that from? Thanks in Advance.

[Condensed Insight @CondensedI]

Reflections on a China Bet and a Tail Betting Experiment, by @CondensedI https://t.co/Cms5Mbiw8F
I wrote this to share a bet I made on China back in 2024. Would love for everyone to check it out — the thesis, the options, the loss, and what I got wrong about China.

[Incognito Macro Guy @IncognitoMacro]

@sidprabhu Another "lesson" was that you shouldn't need to manage risk a a money manager if that risk emanates from markets having some aspects of fraud .. because you are right

[taobanker @taobanker]

Up 1000% this year? Dude I've seen people up 1000x in one night in the casino. I remember one guy's family was surrounding him begging him to stop. He left with nothing.

[Condensed Insight @CondensedI]

@nachkari It feels like it.

[Condensed Insight @CondensedI]

@Premski_SGP Where is the source? TIA

[Condensed Insight @CondensedI]

@LadyReapr Woman in general have better a body sensitivity and so it might be signals or other things. It just can’t be picked up by the tests.

[Condensed Insight @CondensedI]

@LadyReapr You have to do research because some of them are shit. Some of them can help with your situation. Because it’s really hard to be a good acupuncturist.

[Condensed Insight @CondensedI]

@given2tweet The Anthropic product is awesome. But it feels like the edge is temporary.

[Condensed Insight @CondensedI]

@ReaperCapital It feels like no one‘s putting in the effort into anything anymore

[Condensed Insight @CondensedI]

@nachkari I'm kind of afraid of that. With how things work the longer it stays close increase the probability of it staying close longer.

[Condensed Insight @CondensedI]

@nachkari Why so?

[Condensed Insight @CondensedI]

@pandawatch88 @jukan05 Why? Are there real Chinese plays?

[Condensed Insight @CondensedI]

@given2tweet I looked at a few times. I think this business is dying from Chinese competition. Probably will go like Bowflex.

[Condensed Insight @CondensedI]

@AdamB1438 Sounds really nice. What’s the location?