Efficient Frontier

Software Developer speculating in the markets; interested in growth investing + algorithmic trading

[Efficient Frontier @efffrontier]

Day 8 streak on Poker for Trading — just finished Pot odds: the price · 921 XP 🃏📈 #poker https://t.co/QOCesprKWo

[Efficient Frontier @efffrontier]

Wonder if today's railway + PHP security issues are a big tailwind for $PANW

[Efficient Frontier @efffrontier]

@ethanrkho What a great interview

[Efficient Frontier @efffrontier]

@ethanrkho Thanks Ethan! FYI I created a little site from the first part of your convo: https://t.co/4jQW3z8gk8 hoping to get some feedback on it!

[Efficient Frontier @efffrontier]

last night's experiment built with AI, under 1hr:

https://t.co/4jQW3z8gk8

looking from feedback from all traders!

[Efficient Frontier @efffrontier]

@gfc4 also I'd assume decay of alpha in trading strategies that previously worked?

[Efficient Frontier @efffrontier]

@GoshawkTrades Full video: https://t.co/QvXJXAFVrH

[Efficient Frontier @efffrontier]

@ZacGawn @CoFoundersNik

[Efficient Frontier @efffrontier]

@CoFoundersNik when was the last time you went to a MCD?

[Efficient Frontier @efffrontier]

@gfc4 What do you make of the moment in ROASO where the author has a gut feeling about something bad happening and goes massively short the market...right before the SF 1906 earthquake?

[Efficient Frontier @efffrontier]

@adamtaggart nice t-shirt :)

[Efficient Frontier @efffrontier]

@Crowded_Mkt_Rpt what would be the fundamental reason for being long NKE?

[Efficient Frontier @efffrontier]

@Crowded_Mkt_Rpt Oh wow, thanks for posting...guess it's time for me to finally get short NKE

[Efficient Frontier @efffrontier]

@adamtaggart maybe just bots?

[Efficient Frontier @efffrontier]

4/6/26:

[Efficient Frontier @efffrontier]

@adamtaggart Daly City is significantly cheaper - https://t.co/Ylt5e4tnHm

[Efficient Frontier @efffrontier]

california gas price, 3/31/26

[Efficient Frontier @efffrontier]

@NoelWieder yeah I think why buffett, when asked how to research stocks, mentioned starting at 'A' in valueline.

[Efficient Frontier @efffrontier]

@HolySmokas short. thanks for reminding me.

macro thesis: stagflation (rising prices, falling incomes) = discretionary spending for premium branding is going to fall, plus tarrif issues and oil is an input cost into the shoes as well as actually transporting them...

[Efficient Frontier @efffrontier]

@jordanfogel nothing prepares you for seeing unrealized losses of 10-20% (or more) of your account selling credit spreads.

the reason most engineers won't take this step is they are in the E quadrant (which hates risk), not the I quadrant (which loves risk).