TwitMonster

[TwitMonster @jaymarsh456]

@cullenroche Bullshit. Give it to all divers or none. Can’t be selective. Harry Kane would have so many reds and half the Argentinian team

[TwitMonster @jaymarsh456]

@Dcpcooks I bought some Jan 2028 tlt calls today.

[TwitMonster @jaymarsh456]

@dampedspring @dampedspring, would you nibble on the long bond here?

[TwitMonster @jaymarsh456]

@WarrenPies @vader7x You don't think we get Monday morning gap up to see if the sellers/bears throw in the towel and cover or have the stomach to keep shorting?

[TwitMonster @jaymarsh456]

@DeepDishEnjoyer A Subaru outback limited. Leather-trimmed seats, heated front and rear seats, power passenger seat in case you find your girlfriend.

2025 still looks better than 2026, but either brand new out-the-price will be just 40k

[TwitMonster @jaymarsh456]

@Dcpcooks @Dcpcooks, I went into tlt at 82.83. I had to, haha.

[TwitMonster @jaymarsh456]

@Dcpcooks Really wanted to go big into TLT yesterday, now, overnight, we're back to yesterday's low and probably going much lower. You've been a great follow on rates.

[TwitMonster @jaymarsh456]

@Dcpcooks When $tlt? June? 82 or 83?

[TwitMonster @jaymarsh456]

@Dcpcooks @MagnusMcBlack buy tlt yet?

[TwitMonster @jaymarsh456]

@Dcpcooks Time to buy TLT yet?

[TwitMonster @jaymarsh456]

@Mikethejohnson @policytensor @NathanDallon @RKelanic @defpriorities I understand, but not to the extent and damage done to Iran. So, just based on that we won the tactical battle. But that pales in comparison to losing the strategic battle: not getting the uranium, missiles or regime change, and losing the Strait in the process.

[TwitMonster @jaymarsh456]

@policytensor @Mikethejohnson @NathanDallon @RKelanic @defpriorities We (US+Israel) did win the tactical battle: top leadership gone, especially Larijani. The old guard is gone, including the Ayatollah. Large portion of the military infrastructure destroyed. None of that happened to us or our allies. But we lost or are losing the strategic battle

[TwitMonster @jaymarsh456]

@sdav1986 It’s how reliant on it you are.

A crude example (no pun intended). I live on the East Coast and have a heat pump with an oil back up. Oil only kicks in when it drops below 20 Fahrenheit. Many other homes around me still only have oil furnaces.

[TwitMonster @jaymarsh456]

@Dcpcooks @moreproteinbars The uranium isn’t on the coast.

[TwitMonster @jaymarsh456]

@sdav1986 We Americans never learn. Removing figure-heads, especially in the Mid-East, has great "shock and awe" but means very little. Mid-East wars are about attrition. Israel knows this, that's why they needed us to help with Iran. If the IRGC is standing my months end, than what?

[TwitMonster @jaymarsh456]

@l1quid1ty Won’t happen. Every administration has honored the Cuban Missile Crisis deal.

[TwitMonster @jaymarsh456]

@sdav1986 I'm in MSFT leaps, quite a few, haha (cost basis around msft 415). Today stung. Don't think it deserves a 20% drawdown ytd, but the market is the market. I guess my only solitude is that the squeeze higher might be a doozy.

[TwitMonster @jaymarsh456]

@bennpeifert sorry, should been more detailed. His main question was: is it better to use deep itm the leaps (.80ish delta) rather than atm (.50sh delta) on a numbers to numbers basis (slow decay, moderate upside. low breakeven vs faster decay, big upside, moderate breakeven).