James Holman

Always Adapting, Outdoorsman, Investor, Trader, Remote Laptoprenuer, MountainMan Economist - Opinions are my own, do your own research. I did mine!

[Superman @thesupermanmx]

Going to bed late is associated with a higher IQ.

Researchers at the London School of Economics analyzed thousands of individuals to map the relationship between circadian rhythms and cognitive ability.

People with higher IQs are significantly more likely to be night owls.

The data breaks it down by sleep schedules:

• Very Dull (IQ < 75): Sleep by 11:41 PM
• Normal (IQ 90–110): Sleep by 12:10 AM
• Very Bright (IQ > 125): Sleep by 1:44 AM (and sleep in past 11:00 AM on weekends)

Why? Evolutionary psychology.

For 99% of human history, night was for sleeping. Artificial light didn't exist. Staying up late chasing complex thoughts, building projects, or solving problems is an "evolutionarily novel preference."

People with higher general intelligence are more equipped to override ancestral instincts, break away from the traditional sun-up-sun-down routine, and adapt to a modern, 24/7 world.

The early bird might get the worm.

But the night owl gets the higher IQ score.

[Ankur Patel @AnkurPatel59]

There are thousands of stocks to choose from. You don't need to find all of them.

You need to find the few that are actually worth your attention. Here’s how I approach finding high-probability swing trades.

[Tigerflow @tigerfl0w]

A codebreaker made $31 billion. he returned 66% a year for thirty years. Buffett averaged 20%. Soros averaged 30%. nobody came close. he gave one lecture about it at MIT. Wall Street has spent forty years trying to reverse-engineer what he said.

he didn't hire traders. not one MBA. not one analyst. he hired physicists, astronomers, and Cold War cryptographers. he ran the fund from a strip mall on Long Island.

his name is Jim Simons. the Medallion Fund made more money than Goldman Sachs most years. he never explained how.

the part nobody talks about: the same pattern recognition he used to crack Soviet codes for the NSA is what he used to crack financial markets. he said it in this lecture. nobody in finance picked it up.

a quant at a multi-billion dollar fund told me they play this for every new hire on day one. not a textbook. not a model. a 45-minute talk from a man who beat Buffett, Soros, Dalio, and every hedge fund alive.

$31 billion. one formula. zero finance people. Goldman, JPMorgan, Citadel, Bridgewater. he beat all of them. from a strip mall.

the lecture is free. he died the following year. it is in the video.

[James Holman @jholman1219]

Everyone had better be prepared

[Financelot @FinanceLancelot]

Probably nothing... Keep buying

[Richard Christopher Whalen @rcwhalen]

H/T Will @POTUS

[Lone @lonextrades]

Qullamaggie on You Don’t Have to be Perfect to Make Tens of Millions

“Oh man, no—all the China electric vehicle stocks are going. JD is taking out highs of the day. I mean, I have to… I can’t resist. I have to buy it. It doesn’t want to go away. I’m buying a starter—50,000 shares. I’m risking a little bit over a dollar. I’m willing to buy more, but not today. I bought a starter, let’s see. I can’t resist—it’s not going away. Degenerate? Yes. It’s temptation, what can I say? I’m not perfect. You guys don’t have to be perfect to make tens of millions. You just have to do enough things right, avoid disaster, and you’re gonna be fine.“

[i manage risk @i_managed_risk]

If u ever wonder, how traders go through so many stocks fast &amp; what they are looking for, I used to wonder the same, until I came across this video from @AsymTrading explaining @PradeepBonde's criteria around 2 years ago

trained my eyes doing this daily

https://t.co/PV64mniEE1

[delost @thedelost]

a quant who started as a technical trader explained what changed everything for him

he stopped trying to predict where price goes

he started measuring the probability of each market state and betting only when the math was asymmetric

that shift took him from drawing trendlines to writing models at 22

the realization was simple but brutal: technical analysis gives you a narrative
quantitative analysis gives you a number

one feels right
the other is testable, repeatable, and either works or doesn't across 10,000 trades

the setup on his desk tells the whole story
no TradingView. no candlestick charts. just code, data, and a terminal

he didn't go to MIT
he didn't intern at Goldman
he learned Python, statistics, and probability theory on his own and built something that actually worked

> the math: free in any stats textbook
> the data: free on Yahoo Finance, FRED, exchange APIs
> the code: Python, 200 lines, running on a laptop
> the barrier: not intelligence. just knowing this path exists

most people spend years staring at indicators from the 1970s
wondering why they can't find consistency

the answer was never a better indicator
it was a completely different framework

one that treats trading as a math problem, not a prediction game

full breakdown in the video below

[James Holman @jholman1219]

Great research and well done!!

[Jason Lewris @jasonlewris]

Dug deeper into the home buying class of 2022. Specifically looked at units that were financed with a mortgage to see who has negative equity.

I repriced the homes in current value based on the zip codes price feed which gets us a very close estimate for current home value.

Red areas = high share of negative equity, units i.e. their home is worth less than the equity they have with nearly 4 years of payments

Blue areas = flat or positive equity

It looks like home buyers who used a mortgage in 2022 are getting fleeced in the outskirts of Salt Lake City, pretty much anywhere in Denver, southern part of Phoenix, south east Austin, and this inland triangle formation in Florida between Cape Coral, Tampa, and Orlando.

When looking at units for sale from the class of 2022 that used a mortgage, the aggressiveness to find a buyer is pronounced.

Sellers from the class of 2022 who are underwater are fireselling at a rate of nearly 2x that of those with positive equity (8.4% vs. 5.2%).

More to come on this.

[Melanie D'Arrigo @DarrigoMelanie]

It is a moral failure of our country that we changed the rules to create a trillionaire while doing nothing about the 771,000 homeless and over 18 million who do not have enough to eat.

[HaseebBadar_Stocks @hb_stocks]

Most breakouts fail.

The few that double share the same seven fingerprints.

And every one of them shows up before the breakout, in the part of the chart nobody studies.

Miss them and you chase. Read them and you wait.

Here's what a great breakout looks like while it's still hiding ↓

[OddStats @OddStats]

HOLY. FUCKING. SHIT.

You know those terrifying charts that show how "right now" looks sorta like some scary time in the past? Well, this one is a fucking doozy.

The blue line below is the most recent 67 days. The red line is statistically the single most similar 67 day period in stock market history...early Summer 1929. I shit you fucking not.

And you're thinking..."hey, we still have time until it peaked back then." Sure do. And when does that 1929 peak correspond to 2026?

How about *exactly* July OpEx (7/17/26).

HELP ME, ODDSTATS. I'M SCARED AND I DON'T KNOW WHAT TO DO.

Panic. That's what. Freak the absolute fuck out and sell everything. Buy as many puts as you can.

Be afraid, be very afraid.
They're heeee-ere.
Just when you thought it was safe to go back into the water.
You'll believe an elephant can fly.

But seriously, remember that as scary as this is, 1929 was very different from today. Only men were allowed to trade stocks then. Electricity and the female orgasm hadn't even been invented yet.

We'll probably be fine this time. Maybe.

[Kyle @kyletrades_]

If you want to simplify your screen universe you really don't need anything other than ADR and dollar volume. I use an ADR*DolVol filter to find the highest momentum, super liquid stocks. Just one glance at this list and you can see these are all the hottest stocks in the market. This list has been unchanged for weeks and weeks. Throw a recent catalyst or theme into the mix and your odds of being in a huge winner is significantly increased. It really is that simple.

Institutions cannot hide their purchases- stop hunting for a picture perfect chart or a picture perfect setup.

What you buy > How you buy it

[Phosphen @phosphenq]

This 80-min interview from inside Jim Simons' Renaissance Technologies teaches more about how Medallion prints 66% a year than every $200K MBA combined.

Robert Frey walked away in 2004 to explain it, for free.
Bookmark &amp; watch tonight, you'll never see markets the same.

[Scott Nations @ScottNations]

When Trump pulled us out of nuclear treaty with Iran, they had zero uranium enriched above 3.67% (level used in power plants).

Now they have 1,000 lbs enriched to 60% which is just short of weapons-grade.

Why would we trust him to negotiate a solution to a problem he created?

[James Holman @jholman1219]

@edgeful @MrZincx Zinc

[Mario Nawfal @MarioNawfal]

Boris Cherny, the creator of Claude Code at Anthropic, just explained how to write prompts that actually work

CLAUDE.md files, memory shortcuts, parallel sessions, and prompting patterns all in one video and completely free

[The Honest Trader @TheH0n3stTrader]

I still can't believe traders can watch this clip for free.

It's mind-blowing.

Bookmark and watch it later.

PLEASE..

It might change lives.

[Roan @RohOnChain]

https://t.co/h2Ea2y97ZS

[Roan @RohOnChain]

This 1 hour Stanford lecture on Markov Decision Processes will teach you more about the math behind systematic trading decisions than a 3 month internship at Jane Street or JPMorgan.

Bookmark &amp; replace one movie today with this lecture, then read the complete article below.