Going to put it out here once more: all of us Very Online people that called covid correctly have ever since been getting high on our own supply.
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Replying to @_djpn @interpretantion
i overdid it, and so basically have a mixture of smugness, irritation, and bitterness
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Replying to @_djpn @interpretantion
i'm definitely guilty of hubris, but also I think there's some legitimate astonishment at the level to which the markets are & have been an illusion even pro managers of capital like bridgewater way down and the market's basically near to its all time highs, pretty astonishing
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Replying to @_djpn @interpretantion
we cashed out puts around 75% of peak and i rebought when the april peak was still accelerating and the puts were 25% of peak. my mistake! though it seemed a surer bet than it was, i also violated my own kelly criterion to use reserve cash to fund some projects vs the pandemic
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funded some projects like
@nanogenomic 's SARS-BLOCK and@PLURplus's work demonstrating 5x more infectiousness in the D614G spike protein mutation. I *hope* people take it seriously0 replies 0 retweets 3 likes -
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awww jeez thank you 
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