Claude Shannon

Swaps trader turned software engineer.
Somehow ended up with a good chunk of my PA in commodities.

[Claude Shannon @totalentropyy]

@mfwarder @variance_swap Lower high or higher low?

[Claude Shannon @totalentropyy]

@catpoopburglar @Kamar_art @AnniePosting I like your style

[Claude Shannon @totalentropyy]

@SammyLau @variance_swap Wrong CNR, Monolith bought coal.

[Claude Shannon @totalentropyy]

@mineralstocks U$ vs C$?

[Brett Gibbs @OilandGibbs]

1. 2026 D4 RIN mandate >= 5.2B gallons
2. 2023-25 reallocation >= 50%
3. Foreign RIN discount removed
4. EPA March release

[Claude Shannon @totalentropyy]

@toiletkingcap Don’t tempt me

[Claude Shannon @totalentropyy]

@taobanker What stack and data provider did you go with? I want to try building something similar.

[Monolith Investments @variance_swap]

@toiletkingcap Screw this $LODE of crap. I prefer to lose money in bio fuels and uranium miners in Niger

[Claude Shannon @totalentropyy]

@whirlybard It can’t be that easy, can’t it?

[Tin Bot @TinPriceBot]

#Tin price: 54650 (+1,990, +3.78%)
1:07pm London $Tin https://t.co/bAY5wJPYfN

[Jobson Growthe @ShowerCapAM]

Every $10 increase in APT increases $EQR.AX FCF by $2,800,000 USD - more than the entire free cash flow of the Oct - Dec Quarter

(Assuming full rate Mt Carbine production)

@Alexsei88

[Claude Shannon @totalentropyy]

@hchris999 @toiletkingcap @mikatapio_p That table does not represent the incremental contract being signed but the book as a whole, right? In that case we shouldn’t expect that table to directly show the high floors/ceilings. As long as they are moving up every report, tells you incremental contracts are higher

[Claude Shannon @totalentropyy]

https://t.co/d2E92tMpLP

[Claude Shannon @totalentropyy]

I'm not sure how much weight this order carries and if Niger will actually abide. Niger seized around 2.5mm lbs.

A World Bank arbitration body ordered Niger to refrain from trading Orano SA’s uranium from the Somaïr mine that the West African nation’s junta seized.

[Nick Jones @Grainjones]

$U.UN

[Claude Shannon @totalentropyy]

@nicochristie Would love to try this!

[Claude Shannon @totalentropyy]

@mortimer_1 @grok what’s this money used for?

[Claude Shannon @totalentropyy]

@LizaRosen0000 @grok what’s happening in Paris?

[Claude Shannon @totalentropyy]

@UraniumTails That’s a nice chart. ChatGPT made that chart?

[Claude Shannon @totalentropyy]

@martin_casado I’d be interested, I work in infra