ocv

[Sam Lawhon @lawhon_sam]

If you are not familiar with the #bigflip thesis, coined by the great @INArteCarloDoss, the bottom line is this:
-Labor inflation is entrenched and remains very hot (holding core inflation high)
-Goods will inflect higher (leading to more volatile inflation
The consequences are:

[KKGB @INArteCarloDoss]

Most important driver of this equity rally (NDX was up 10% YTD as of yesterday, it’s best start of a year in 20 years) is the drop in rates volatility. When this reverses, so will this rally.

[KKGB @INArteCarloDoss]

Little evening gift to make everyone forget the pity dramas of Fintwit

[ocv @ocvprice]

@Mo_Semx @RealPropTrader Your stop loss is only there for protection of rare events. The invalidation of your thesis is what should make you abandon a trade

[Prop Trader @RealPropTrader]

HOW TO IMPROVE AS A TRADER

All of trading comes down to this simple statistical formula

EV = (Win rate * size of winner) - ({1-win rate} * size of loser)

As long as your trades are +EV, your edge will play out over a large enough sample size

Here’s an exercise you should do

[Prop Trader @RealPropTrader]

After reviewing 1500 applications, interviewing tons of traders and hiring a small percentage of that, here are some of my notes on what a good trading candidate looks like:

[ocv @ocvprice]

@CanteringClark Bottom but we probably range and vol dies for 2 years

[FuturesTrader71 @FuturesTrader71]

Traders: The holy grail of trading and the best advice I can give you about trading futures is below...

#ES_F #trading #futures

[ocv @ocvprice]

We just broke down of a 147d range not expecting the trend to change for awhile