Peter Hirsch

Economic Conservative / Social Moderate / NY Jets /

[Peter Hirsch @peterh1961]

@dampedspring We used to call that a “CIC” bid! 🤣

[Peter Hirsch @peterh1961]

@dampedspring I’ve played with Andy.
I can confirm the length.
He hits it long.

[Peter Hirsch @peterh1961]

@dampedspring Good post.
Matt Levine had a somewhat similar one, about week or 2 ago.
Both good.

[Peter Hirsch @peterh1961]

@ChrisMartzWX Beaufort, SC.
Thanks for the informative posts!

[Peter Hirsch @peterh1961]

@realdogeusa 2

[Peter Hirsch @peterh1961]

@ElonMuskAOC A

[Peter Hirsch @peterh1961]

@realdogeusa @elonmusk 10

[Peter Hirsch @peterh1961]

@musk_news13 Hi! And good luck!!!

[Peter Hirsch @peterh1961]

@IvankaNews_ A. Yes

[Peter Hirsch @peterh1961]

@DonaldTNews B. No

[Peter Hirsch @peterh1961]

@DonaldTNews Yes 100%

[Peter Hirsch @peterh1961]

@DonaldTNews Yes!!

[Peter Hirsch @peterh1961]

@dampedspring Andy. Congrats. Who knows what the future holds, but at least so far you rang the “bell” at both the top and the bottom. That’s super hard to do!

[Peter Hirsch @peterh1961]

@dampedspring @kieranwgoodwin @nickgiva1 @super_macro @simon_ree @Mike_Taylor1972 @Citrini7 @LONGCONVEXITY Can I get in on the Fall dinner / drinks?

[Ale𝕏 Brewer @AlexTheKid1972]

By expand and unstack,
You mean expand and stack your way.

[Peter Hirsch @peterh1961]

@dampedspring Ah. I see you mean the cost of leverage, not the Rehedge cost. A fun game, ask someone if they own a 3x levered QQQ long and a 3x levered QQQ short and the market goes up 25% in year 1 and down 20% in year 2, what’s their PnL. Many people say flat (or actually up, 25% vs 20% :)

[Peter Hirsch @peterh1961]

@dampedspring The Elm boys did something on that a few years back. Was quite excellent.

[Peter Hirsch @peterh1961]

@holly_sonders You are a god damn smoke show. Anyone who says otherwise is either blind, jealous or just an idiot.

[Peter Hirsch @peterh1961]

@dampedspring Funny and based on backgrounds. I like auctions that have low bid-to-cover, low indirects, auction yield higher than the pre-auction WI yield, and then I agree with the after auction yield lower. That’s the A+ in my book!

[Peter Hirsch @peterh1961]

@dampedspring @allstarcharts The off-season is full of hope and promise. By week 4 we have our Sundays free.