Rob_Chicago

[David 🏹 @d_gilz]

Everyone wants the entry till the entry comes

[Blockhead @OhYouBlockhead]

Pete Campbell tries to scam a prediction market but gets phished instead.

Peggy uses peptides she has to write a slogan for.

Don writes an ad about AI helping you be more human. He steals a broken Waymo and drives along the PCH then picks up a waitress at an oyster bar.

[David 🏹 @d_gilz]

Everything is a trade.

The you school you picked over others? Trade

Starting a company in a hot sector? Trade

Choosing which girl will be your wife? Trade

Everyone is a trader

[will depue @willdepue]

bro it isn’t generally intelligent bro its only read every book and paper ever written and just making connections between them bro. its only thinking for twenty hours bro it’s just brute force thinking bro. its only solving erdos problems bro it could never be an accountant bro

[Asuka @HighFreqAsuka]

It is far better to be rich and completely unknown. Fame just introduces risk.

[Asuka @HighFreqAsuka]

What I love about finance is that opinions don't matter, the market will decide who wins and loses. But I'll just say, this isn't like competing against taxi companies. We're extremely technologically sophisticated firms that have been in a death match for decades.

[Onyx @OnyxOdds]

REPORT: Kenny Atkinson has arrived at MSG to prepare for Knicks-Cavs Game 5 with the series analytically tied 2-2

[Rob_Chicago @Rob_Chicago]

https://t.co/k1ta8zLUbz

#classic #thepeopleareasking

[Stamford Sam @Stamford_Sam]

“While everyone you know is at brunch in Brooklyn arguing about the Fed”

[Forward Unemployed Engineer @waltuuuhr]

Fill his timeline with Leopold posts.

Then make him wait for the 13F that never arrives on SEC EDGAR.

[The Resonance @Partisan_12]

Trump explaining the reason why he started a war with Iran.

[73-9 and THEY LIED @CuffsTheLegend]

Josh Hart be hooping like he just joined the basketball team after the football team just lost in the 3rd round of the state playoffs

[Khem Birch Society @NBABabySecret]

Getting slobbering drunk and pulling the groom aside to explain that he “just got hot for a couple quarters”

[Sebastian Krog @SebKrog]

Invest American. Live European 🇪🇸🤝🇺🇸

[Steven Liss @This_Liss]

Had a Jane Street phone interview in 2016. "Price a 6-month forward on carrots."
There's no carrot futures market, so I build one from scratch: seasonal harvest cycles, USDA demand elasticity, cold storage decay rates.
One trader stops me. "Your storage cost function– you're modeling the carrot as dead inventory. Like grain in a silo." He asks me the metabolic respiration rate of a post-harvest carrot at 2°C. I estimate.
"Your forward is overpriced by exactly that shrinkage. The underlying is consuming its own sugars. It's alive." Good correction. I adjust the model. I think I've recovered.
Rejection email comes the next morning. Subject: "Ethical Review." My framework, they write, "relied on the severance of the root organism from its growth medium." The question about respiration was a test. The carrot was still alive and I'd built an entire derivatives structure on top of its death without questioning whether harvest was an acceptable act.
I pull up the recruiter's original email. It doesn't say Jane Street. It says Jain Street– a non-violent quantitative commodities fund.
The carrot was never supposed to be priced. It was supposed to be refused. I later learn the only candidate who passed that round was a former monk from Gujarat who sat in silence for eleven minutes and said, "I cannot put a price on life." He's now a partner.

[Rob_Chicago @Rob_Chicago]

Bubble to unbubble on the tape

#unbubble

[Steve Hou @stevehou]

My base case for AI since 2023 was always that this was a (then young) bubble that will take a few years to fully develop and rupture. But if AI starts generating ROI and becomes a genuinely profitable business while users start to get production gains it could un-become a bubble or further significantly lengthen the runway/timeline.

[Stan @stan100x]

How I feel 3 hours into holding cash after 6 years of permanent all in on single stocks

[possibly Judy Ruliani @__judyruliani]

Past a certain age, a man who thinks “Pine Barrens” is the best Sopranos episode can be a bad thing…

[Rob_Chicago @Rob_Chicago]

During my Jane Street interview they asked me to derive Rho going back thousands of years, converting into all of the historical currencies and doing the different Purchasing Power Parity calculations.

#teamrho

[Barchart @Barchart]

Intel $INTC Bulls who paid $74 in 2000 celebrating after Intel finally took out its Dot Com Bubble High🥳🫡