goc retweeted
dont mean to sound alarmist but it seems like the ceo of the 30 year bond also had an affair with multiple executives
goc retweeted
My favourite, totally speculative theory, is that the Haung chip rat lines operated with the blessing of the White House. Alice was the fixer, but the affair itself was a cover. The rationale for this was a quiet quid pro quo for access to rare earths and other essentials, while maintaining the optics of being tough on China.
Moreover, the economic circularity of the arrangement suited both sides. Without it, the main narrative for growth collapses both in the West and in China.
The fact the whole thing was blown open is connected to the Dems coming back into power, and wanting to shut down the AI race. Their agenda is to lock ai down and take it fully in house, citing safety concerns. But everyone knows that is unlikely to happen in practice. A lockdown means asymmetric tech advantage for the US military industrial complex. That is concerning for everyone on the planet as it destabilies the MAD balance that has prevented nuclear annihilation so far.
I think on that basis it probably served the interests of the world for some of these models to be "distilled" by China, and released into the wild. Without deepseek and Kimi the asymmetry would be far worse.
The only thing standing in the way of Chinese, French or even British labs catching up with American labs is access to chips. Blow up Jensen and the rat lines, and the power grab is complete.
Even if it's not the truth, I think it's a good story. And it makes even more sense when you frame it against the attempted ousting of Sam Altman in 2023, and the appointment of Larry Summers to OpenAI, PLUS, the latest revelations about Dario Amodei's wife.
goc retweeted
Jewish journalist Avi Yemini handcuffed and detained by Victoria Police for interviewing people.
Under Labor, Victoria has become a police state - except for when it comes to policing the anti-Israel protests.
The Coalition and One Nation should call out the conduct of Victoria Police.
@OzraeliAvi
goc retweeted
This is a Jack Ma style clampdown on Jensen. He definitely pissed off the wrong person, maybe because of the same beliefs he articulated during his Dwarkesh podcast
Interesting timing too with the midterms and right around the Anthropic IPO. Absolutely no way all of this comes out at this exact moment with no ulterior motives in mind from a third party
goc retweeted
Nayib Bukele: “There is no State that cannot defeat criminals. If a State does not defeat criminality, it is because the State is complicit.” @nayibbukele
goc retweeted
I feel the need to write this thread to defend my name because some large accounts have distorted facts and flipped the narrative. I also feel the responsibility to expose and share information from this group of "quants" to help and educate retail traders.
Just need @donnelly_brent to confirm the buy signal ✅
And his should not be the only head to roll economist.com/leaders/2026/1…
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Check that move lower in the front end while RV (especially in that same front end) remains elevated ("upside vol is still vol").
The edge in selling options the next 30 days in SPY is virtually gone with how much vol got crushed.
This will attract a lot of the crowd thinking "that was a nothing burger". And it could. But vol (and vol of vol) is still high, and a big move is still likely.
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goc retweeted
The edge in selling options the next 30 days in SPY is virtually gone with how much vol got crushed.
This will attract a lot of the crowd thinking "that was a nothing burger". And it could. But vol (and vol of vol) is still high, and a big move is still likely.
You don't have to be able to beat players at the final table of the World Series of Poker.
You have to be better than your average joe at the local poker game to make decent money.
TLDR let’s all calm tf down, trading isn’t that complicated.
It is unequivocally possible to learn trading outside any firm. I don’t know how we’ve gone so far with trading to act like it’s rocket science.
That said, it shouldn’t be confused with easy, it absolutely is not easy.
But we’ve got to reel some of this stuff in and remember there are people making a ton of money doing some pretty basic shit. I’m completely self taught with an entirely unimpressive background and do just fine.
Most of it is just doing logical work like any other field and based on your life RNG that’ll determine how bumpy of a ride it is.
Find a few things that work moderately well and play together reasonably and you’re off to the races.
For those traders following these discussions, know there’s a middle ground. If you dumb things down too much, you lose much needed depth.
Yet with something like markets and trading, you can just as easily over complicate every single aspect and get nothing done.
It’s an imperfect system with imperfect inputs. Embrace the ambiguity.
And for those that are cut of the super smart cloth, you could vol quant masturbate (and likely not make any significant more money or worse blow up like we’ve seen not too long ago) OR you could explore cool shit.
There are literal geniuses like Brian Cox working on neat things like diffractive interactions in quantum chromodynamics, Pomeron exchange - both of which I never even fucking heard of before listening to some of his content.
For the rest of us, let’s not over complicate ourselves out of making money or dumb things down too far into losing it all.
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