GMONET

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@rfkenmore 4Runner son.

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@choffstein Think you could frame it similarly as selling a 1 year bill and buying a 1 yr coupon, no? the market prices the timing of cash flows always - shouldn’t be any arbitrage there. So in theory this is a negative carry trade that is “delta neutral” but not really.

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@VolatilityQ Booze* lol

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@VolatilityQ That’s an absolutely yes hell yes to rogue boxes sesh lol

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@KevinLMak 😂 tough one for the dealers

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@jordihays Based facemaxing ref

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@systematicls Honestly can’t wait lmao

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@Bkclaims Relatively unsurprising coming from Chamath. Also feels a bit copeish to continue to focus on beating buffet instead of, you know, just doing it yourself and letting your track record speak for itself.

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@bauhiniacapital Really nice write up thank you.

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@itsmarkmoran Let it rip Mark!

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@BillBrewsterTBB Nice write up, interesting. Thanks Bill.

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@HighyieldHarry The boomers love them tho, going nowhere I’m afraid which is sad because it truly is all absolute slop fest hind brain targeted bs.

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@gbrl_dick Banger

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@JungleRockRes Yeah I’m in here. Let’s go.

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@FundamentEdge 👏🏻 thanks Brett!

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@josephwang Ehhhh Idk, respectfully, feels like the brush is broad as hell here Joe. I do think bucketing everyone as con vs lib is a symptom of major group think bias in general though, so maybe you have a point.

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@Larryjamieson_ Truly, call your boys more. Legend.

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@Vinny_Daniel0 Have. A. Day.

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@Vinny_Daniel0 Banger get it bruv

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@KevinLMak Banger thanks.