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Prikvačeni tweet
Biases in Trading: The Neuropsychological Contest of Emotion and Logic http://reflexivemacro.com/2015/06/21/biases-in-trading-the-neuropsychological-contest-of-emotion-and-logic …pic.twitter.com/EOwcu2TjDh
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After today's up and fail in markets, feels a dump now will be a really big one. Had the hope rally. On next move down air will be full of towels being thrown in and anger that the data says this is nuts. Course it'll be nuts, but it'll still take you out Then you can buy
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How joyless must you be to complain about dancing and sexuality. The Anglosphere certainly hasn't shaken off the shackles of Victorian sensibilities. If anything we need more libertine influences from Latin and European cultures.https://twitter.com/therealmarisaz/status/1224459377110683648 …
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CNN reports Yang currently beating Biden in Des Moines precinct


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The corona thing makes it doubly maddening that the Chinese internet is so dysfunctional--can't use Google tools, lots of standard services are blocked or delayed. If people are going to work from home, at least give them access to the INTERNATIONAL web.
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Reminds me that expression is crucial under such path dependency. Which delta hedging the convertible would have solved for; likely presenting the best expression for the skeptics and agnostics alike... Actually, even for the bulls.https://twitter.com/LAForeverHall/status/1224404480742936577 …
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'Yan Cheng was found dead on Wednesday, a week after his father & brother were placed in quarantine. The teen's father had posted on Chinese social media platform Weibo appealing for help & explaining that his son had been left alone without food or water'https://www.bbc.com/news/world-asia-china-51362772 …
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Fresh from the kitchen...
Can Managed Futures Offset Equity Losses?
https://blog.thinknewfound.com/2020/02/can-managed-futures-offset-equity-losses/ …pic.twitter.com/OAJJvbuS7P
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Coronavirus testing needs to be more widespread, former FDA Commissioner Dr. Scott Gottlieb says. “We have to assume it’s already here and circulating.” https://cnb.cx/392v4Hc pic.twitter.com/8KHrhsaDnF
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El-Erian trying to say that this won't be like a typical dip that can be short-circuited via change in monpol signalling. Real economy effects from locking down China's economy to some degree aren't a 'preference' that can be changed by changing biz & consumer monpol expectationshttps://twitter.com/TimDuy/status/1224324906348756993 …
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My team just informed me that Tesla actually lost close to $1 Bln on a GAAP basis but the headlines all said posted their first annual profit (thanks to all the non-GAAP adjustments). That's all it takes for the algos and retail crowd to jam the stock higher.
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I’m on
@SquawkCNBC 7:45 to discuss latest on#coronavirus. China numbers are understated due to shortage of test kits. In U.S. we should focus on slowing further introduction of virus, but also spotting and stoping outbreaks early. We should assume it’s already circulating here.pic.twitter.com/0ZS93SPyp8
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Here is a paper forecasting that it will peak in Wuhan on 20 April 2020 & other cities 1-2 wks later. So we're looking at Q2 not just Q1 if this were true. https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30260-9/fulltext …pic.twitter.com/AxDvExV0Xy
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CHINA OIL DEMAND IS SAID TO HAVE PLUNGED 20% ON VIRUS LOCKDOWN-BBG
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Good morning Hong Kong! Landed from LAX & everyone has a mask & the streets are quiet. Mainland China markets open & commodity futures hit the downside limit. CNH weakens more than CNY. The virus is infecting social activities, from tourism to retail & even industrial activities
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I would take a long diagonal(put or call is irrelevant) if I expected the front month to decrease in implied vol at a faster rate than back month I own. Additionally, the Vega in the shorter tenors have more of a gamma-like effect than longer dates tenors.https://twitter.com/moitrades/status/1224020638056226817 …
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Andrew Yang’s philosophy of pragmatism and positivity is the biggest reason
#YangUnitesAmerica While others are yelling on a mic
about “they hate you/they hate us” Yang is a breath of fresh air with a “humanity first” message, centered around talking to each other.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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Thanks to the coronavirus outbreak, working from home is no longer a privilege, it’s a necessityhttps://trib.al/A6OD2wu
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While Taleb is wrong about many things in belief space, he's right that proper calibration to fat-tails in risk space is to err on the side of caution.https://twitter.com/CT_Bergstrom/status/1224003296127401986 …
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It was so high energy!
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