Dunkan

Building AI trading systems with Claude. Quant math, backtests, honest results — what works, what loses, and why. No hopium.

[Tim Cook @tim_cook]

We brought Touch to the Mac!

From the all-new iPad mini to the 14-inch MacBook Pro and iMac... and now MacBook Pro with PROLED XDR Display and Touch, creators have new tools to do their best work yet.

[Dunkan @Dunkan_1]

Apple spent 16 years telling us we didn’t want this.
Turns out we just had to wait until it cost $2,899.

[Tim Cook @tim_cook]

We brought Touch to the Mac!

From the all-new iPad mini to the 14-inch MacBook Pro and iMac... and now MacBook Pro with PROLED XDR Display and Touch, creators have new tools to do their best work yet.

[Dunkan @Dunkan_1]

The 14 months didn’t cost him the $1.5B, since that was gone within weeks; they cost him the only thing an apology can still buy, which is being believed. Attach a condition to “sorry” and it stops being an apology and becomes a negotiation, and nobody was ever going to sit down at that table.

[Dunkan @Dunkan_1]

Structure is what let them survive being early, but it’s necessary, not sufficient: permanent capital riding a wrong thesis just becomes a very patient zero. Point 2 is the underrated one, and it echoes Peter Lynch: a drawdown only becomes a loss when you sell, and windfall capital is what makes not selling bearable. I’d call it 70/30: structure keeps you in the game, being right decides whether the game was worth playing.

[Dunkan @Dunkan_1]

Holly F*ck !!! Its real crazy!

[Dunkan @Dunkan_1]

https://t.co/lm9d2K0NzO

[Dunkan @Dunkan_1]

https://t.co/lm9d2K0NzO

[Dunkan @Dunkan_1]

@0ddscent in my opinion this is good list

[Dunkan @Dunkan_1]

@squishlab_ai like !♥

[Dunkan @Dunkan_1]

@squishlab_ai good job !

[Dunkan @Dunkan_1]

@squishlab_ai its amazing!

[Dunkan @Dunkan_1]

@Newtonixe this is true

[Dunkan @Dunkan_1]

Peter Lynch said 7 things about the market your finfluencer will never tell you. He ran Fidelity Magellan from 1977 to 1990 and averaged 29% a year. In a 1997 lecture, he gave away the whole playbook: If you can't explain to an 11-year-old in 2 minutes why you own a stock, don't own it. Lynch made money on Dunkin' Donuts and CVS. Not on what sounds smart. On what he understood. Stop predicting the economy. Rates, recessions, "where the market goes next." He says those calls almost never come true. He studied companies, not headlines. "It's already down 40%, it can't go lower" is one of the most expensive sentences in investing. The stock doesn't know you own it. It doesn't care what you paid. The best opportunities are where everyone else is disgusted. US freight car deliveries crashed from 96,000 to 45,000 in two years. That's exactly the kind of industry he looked at while everyone was running away. But he also warned: sometimes it's "darkest before pitch black." This lecture is almost 30 years old. It sounds like it was recorded yesterday. Bookmark this before your next buy.

[Patient Investor @patientinvestor]

Peter Lynch: "I went down more than the market everytime! I just don't worry about it"

[Dunkan @Dunkan_1]

Peter Lynch said 7 things about the market your finfluencer will never tell you.

He ran Fidelity Magellan from 1977 to 1990 and averaged 29% a year.

In a 1997 lecture, he gave away the whole playbook:

If you can't explain to an 11-year-old in 2 minutes why you own a stock, don't own it. Lynch made money on Dunkin' Donuts and CVS. Not on what sounds smart. On what he understood.
Stop predicting the economy. Rates, recessions, "where the market goes next." He says those calls almost never come true. He studied companies, not headlines.
"It's already down 40%, it can't go lower" is one of the most expensive sentences in investing. The stock doesn't know you own it. It doesn't care what you paid.
The best opportunities are where everyone else is disgusted. US freight car deliveries crashed from 96,000 to 45,000 in two years. That's exactly the kind of industry he looked at while everyone was running away. But he also warned: sometimes it's "darkest before pitch black."

This lecture is almost 30 years old. It sounds like it was recorded yesterday.

Bookmark this before your next buy.

[Dunkan @Dunkan_1]

Your opinion is interesting,hmmm

[Kravexo @kravexo]

"$50,000 a month on the table" ≠ $50,000 a month.

Quick math, generous assumptions:
25 clinics
→ 20% reply = 5 conversations
→ 25% close = 1 client
→ $2,000/mo

Still great for one night of an agent's work.
But that's the gap between a screenshot and a business.

Same in AI trading: the "$3K/day bot" is the table.
Fees, slippage and drawdowns are the math.

What reply rate do you actually get on cold outreach?