Dylan McManus

[Dylan McManus @dylan_mcmanus]

@HydroOne Figure it out u fReaks

[Dylan McManus @dylan_mcmanus]

@KrisAbdelmessih Sir…Jedi Master Kris….just know that thru the dissemination of ur archived wisdom, ur arming the masses with the requisite tools to unleash retribution on our MM Overlords…and for that u deserve to be enshrined in the Halls of the Saints🙏

[Pope Leo XIV @Pontifex]

Woe to those who manipulate religion and the very name of God for their own military, economic, and political gain, dragging that which is sacred into darkness and filth. #ApostolicJourney #Cameroon https://t.co/bKteFZ3iWE

[Dylan McManus @dylan_mcmanus]

@donnelly_brent @KrisAbdelmessih Ahh apologies Sir Brent🙏, I see the conundrum now
SPY 7d close/close rv = ~10 vol
SPY 7d atm iv (OIC calculator) = ~26 vol
SPY 7d ptp = 0.035*sqrt(251/7) = ~21 vol

Still +VRP, although slightly less egregious than the daily sample rv ehh

[Jonathan Maze @jonathanmaze]

Taco Bell's U.S. same-store sales are ridiculously consistent. $YUM

[Kris @KrisAbdelmessih]

https://t.co/CntX0ShGDQ

[Scott Adams @ScottAdamsSays]

A Final Message From Scott Adams

[Benn Eifert 🥷🏴‍☠️ @bennpeifert]

😔🖤
https://t.co/QGZoyF7tMU

[Scott Lincicome @scottlincicome]

Pay more, get less: "US sales on Black Friday hit $18 billion, up 3% compared with a year earlier.... But US shoppers purchased 2% fewer items at checkout, and with average prices up 7%, shoppers made 1% fewer online orders."
https://t.co/jg1twTMXJP https://t.co/H8r2hsYhge

[PiQ @PiQSuite]

Saudis to Cut Prices to Asia Again

Full Story → https://t.co/ir8QX9n9IK

via @ADMISI_Ltd

[Gappy (Giuseppe Paleologo) @__paleologo]

Pablo Casals was one of the best celloists of the past century. When he was 90, his biographers asked why he was still practicing many hours a day. “Because I think I am making progress”.

One gets the same impression with Charlie Munger.

https://t.co/eipVilhr19

[Mark Carney @MarkJCarney]

Lest we forget.

[Kris @KrisAbdelmessih]

What about Juneteenth

251 dawg

[Kris @KrisAbdelmessih]

moontower vol lens stream https://t.co/6wh9znH0Tc

[Gregory Brew @gbrew24]

The amount of crude on the water is nearing its 2020 peak.

[Kris @KrisAbdelmessih]

Just wanna bring special attention to tthe vibe-coded Delta Hedging Sim in today's letter.

I demo'd in the YT video on gamma w/@CultishCreative & @mat_cashman

The chart and table it generates is the most straightforward way to understand gamma scalping

🔗⬇️

[Dylan McManus @dylan_mcmanus]

RT @dampedspring: I see everyone is writing deep thoughts on what Jay's Jackson Hole speech will be. Instead of some multi page substack t…

[Dylan McManus @dylan_mcmanus]

@KrisAbdelmessih Sensei Kris…ur tweets have single-handedly fast-tracked my derivatives learning curve by who knows how many years (and not in the sense of just spurious academic teachings, but lessons one can actually employ whilst trading live) bless ur kind soul Sir