Jonathan Wells

[Jonathan Wells @SpecificReturn]

@LONGCONVEXITY Does that mean exotics? Structured products? Trend following? More interested in how you would trade than what the underlying is.

[Jonathan Wells @SpecificReturn]

@LONGCONVEXITY Where would you normally be looking? Put ratio spreads?

[Jonathan Wells @SpecificReturn]

$HQI $TBI

[HandofArsenal @HandofArsenal]

Greatest picture I have laid eyes on

[Jonathan Wells @SpecificReturn]

@ACapitalLP https://t.co/kIlwKiB2sd

[Jonathan Wells @SpecificReturn]

$HQI $TBI 1/2

[Jonathan Wells @SpecificReturn]

@taobanker 1Q25 > Q1 25

[Jonathan Wells @SpecificReturn]

$HQI $TBI 2/2

[Jonathan Wells @SpecificReturn]

$HQI $TBI 1/2

[Jonathan Wells @SpecificReturn]

@BiggestRonald @rhunterh Agreed. Normally I've seen people switch to GNP to deal with this but GNP is only 1.00418 times GDP and doesn't seem to explain that much more. Not sure if GNP itself is missing out on things so if you know a better data point to use let me know

[Jonathan Wells @SpecificReturn]

@rhunterh Federal deficit seems to become corporate surplus, and deficit growth has resulted in huge share gains for capital. Best guess would be some gradual shift in societal attitudes that, even more gradually, gets reflected in policy. Not currently betting on this in any way though

[Jonathan Wells @SpecificReturn]

$HQI $TBI

[Jonathan Wells @SpecificReturn]

@joinyellowbrick

[Jonathan Wells @SpecificReturn]

$HQI

[Jonathan Wells @SpecificReturn]

https://t.co/KQxVrQF0b9

[Jonathan Wells @SpecificReturn]

@LeveredVinny

[Jonathan Wells @SpecificReturn]

@Sleepysolcap How so?

[Jonathan Wells @SpecificReturn]

@unfilled_order @joekraymond How was it? Thinking about getting a copy

[Jonathan Wells @SpecificReturn]

@hfreflection Everybody has a cash prize, usually no more than a couple grand. Main differentiator is the quality of judges and whether participants have a shot at interviews. Covering travel/housing expenses is a great way to stand out too. U Mich's UIC is the most well-known.