Rococo2048

ex-Tudor, Soros, CSFB， Quant PM at HF AUM 30+bn

[Rococo2048 @nycbreeze]

@zerohedge Only If it comes with a distilled Astra

[Rococo2048 @nycbreeze]

@TechCharts CoT sentiment saying maybe not quite there yet.

[Rococo2048 @nycbreeze]

@Nivarnapro A seriously dumb appearing yet fun packed sport. It is designed for those who can’t play tennis after 5 years but all a sudden become competitive players in pickleball after 3 mos.

[Rococo2048 @nycbreeze]

@xxyy973889 @Kenntnis22 % of IMO gold medalists went on to win Fields 60s 1/65, 70s 2/120, 80s: 7/200s, 90s: 3/350s, 00s: 1/400s. And 86 1st time China participated as observer (and my friend won the 1st medal for the nation), and the weak causal relationship got weaker. Coincidence maybe.

[Rococo2048 @nycbreeze]

@alvinfoo For medical research, China can build the biggest data center of entire population medical records if needed.

[Rococo2048 @nycbreeze]

@BBallGround Penguins has 3 20+ active players in Crosby, Malkin and Letang

[Rococo2048 @nycbreeze]

@GoshawkTrades That’s how HF industry decided to set its fee structure as well.

[Rococo2048 @nycbreeze]

@quxiaoyin No kidding they kicked me out of my sub on the 2nd day without any warning, just after their claimed review. Appealed successfully but when I tried to access my account, it is still frozen after 2 full months. I doubt I am the exception.

[Rococo2048 @nycbreeze]

@dampedspring Aggression and market depth matters.

[Rococo2048 @nycbreeze]

@51bodila Think GS would have failed in 2008 had it not for Henry Paulson went down on one knee begging for bailout.

[Rococo2048 @nycbreeze]

@knicks_union He trained at Shaolin Temple for a reason

[Rococo2048 @nycbreeze]

@WembyAlienEra If you +29 in third Q the to win Knicks has to +29 in less than 2 Q left with less time, more pressure and much less margin for error, now that is domination.

[Rococo2048 @nycbreeze]

@DerrickEvans4WV As Charlie Munger said, always use inversion.

[Rococo2048 @nycbreeze]

@PeterLBrandt @laosanhemao @BrianFeroldi Great stuff Peter as always

[Rococo2048 @nycbreeze]

@mldiffley So 2026 Knicks up 2-0 and ?

[Rococo2048 @nycbreeze]

@cblatts You are not far off, especially last decade and half. They can charge lot more if they have Michelin star restaurants on campus.

[Rococo2048 @nycbreeze]

@cedric_land @IsabellaMWeber I take your words for it, and imagine when they get better at engineering.

[Rococo2048 @nycbreeze]

@PeterLBrandt Typically a function of min(a*vol, hard_stop) but 2% is not too far off. Also depends on your trade entry. If you pick an entry level that is tested multiple times, go big as you can use much tighter stop.

[Rococo2048 @nycbreeze]

@dampedspring Controlled unwind no doubt. Used to risk manage such a book back in 2000s with over ~2000 line items all existing swaps, horrible liquidity. daily hedged both time consuming and costly. In the end AH took over and exit the entire book.

[Rococo2048 @nycbreeze]

@adrenaIinIendnz You must be new to TT, he is ranked 1477 in 2022 on WTT ranking and no longer active in 2025. MJ comparison is pure nonsense.