Kris

@KrisAbdelmessih

'You just gotta keep livin' man, L-I-V-I-N.' Twitter Lists and weekly blog posts. Subscribe: DMs open

SF Bay Area, CA
Vrijeme pridruživanja: listopad 2010.

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  1. Prikvačeni tweet
    19. stu 2019.

    I asked ~ 30 risk-takers with an avg of 20 yrs experience for the books which most influenced them. They are CIO’s, PMs, and independent investors whose livelihood depend on the bets they take Respondents weighted towards options and quant.

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  2. proslijedio/la je Tweet
    5. velj

    Most people don't START their own business because: - They want to be rich - They want to buy fancy cars and houses - They want to "change the world" They start their own business because they have a problem with authority and don't want anyone telling them what the fuck to do

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  3. prije 19 sati

    "Old habits die hard. The best way to break an old habit is to make a new habit that can hopefully replace the old habit." h/t

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  4. prije 19 sati
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  5. prije 21 sat

    It's not but I couldn't wait to recommend blog and newsletter. I just discovered it and chatted with him. I'm a fan. He's relatively undiscovered so even better.

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  6. prije 23 sata

    Lots of markets have re-traced (equities, gold, US bonds) since the start of the coronavirus outbreak. China equities retraced about halfway. Oil markets disagree.

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  7. 6. velj

    Topically I agree. Garage in, garbage out. But I recently read an article about scientist Karl Friston and the thoughts and seeds of research he had as early as 6 yrs old. Blew my mind. Maybe he's a genius. But those thoughts came from observation and life. Not reading.

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  8. 6. velj

    Dave Mustaine's lyrics and delivery on the "Peace Sells...' track are amusing. And lately feel more relevant. Found a cool bit about the making of the album

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  9. 5. velj

    Vol Traders list if you don't want to rely on the hash. I keep it updated although I'm sure I'm missing many.

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  10. 5. velj

    I eavesdropped on a good convo and found this gem by

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  11. 5. velj

    Hey Any good free online option risk management tools outside of a brokerage? Somewhere you can create a structure and see how it responds to vol shocks, passage of time etc. Maybe an exchange website?

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  12. 4. velj
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  13. 4. velj

    TFW you use Uber pool and the other riders cancel = TFW you don't get assigned on your short calls on the day before the stock goes ex-dividend

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  14. 4. velj
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  15. 4. velj

    Seems like a good time to remind why all short positions act like negative gamma. Funds must buy as the stock rallies and sell when it falls to maintain sizing. And this is if you don't use options. 😬

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  16. 4. velj

    What book best overlaps with the portfolio construction part of this discussion?

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  17. 4. velj

    The portfolio construction discussion in the back half of that pod was really good. Would be nice to see a synoptic table showing basic tradeoffs on each dimension. Feels like the most useful area to improve skills in.

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  18. 4. velj

    Options markets understood this in 1999 when I started: higher vol -> lower median geometric return when dist is bounded by 0 Also, narrow dispersion of opinion should mean lower vol but more put skew. The exchange of volatility for skew in the model would boost geo returns.

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  19. 4. velj

    Nice pod with Chris Schindler. He observes that dispersion of opinion leads to lower forward returns. This is most obvious in private markets where you cannot short so the most optimistic opinion sets the price Got me thinking...

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  20. 3. velj
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