spoof @pnlcorrect

former leveraged discretionary Joined December 2022

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spoof @pnlcorrect

6 days ago

@alreadydawn ccp isnt patient or benevolent towards tw. its risk averse. it ended covid0 after a few guys kicked down testing tents. if a war could go badly theyre not taking the chance. pursuit of tw is useful politically as is

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spoof @pnlcorrect

6 days ago

@TheStalwart actual 80s taiwan equities strategy: drive to a local exchange (live radio broadcast of every ticker took half an hour), light up a cigarette, buy the handful of whatever stocks not yet limit up

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spoof @pnlcorrect

2 weeks ago

@CliffordAsness trend followed venezuela win..

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spoof @pnlcorrect

2 weeks ago

@tola2252 in their other products for now. may revisit next year.

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spoof @pnlcorrect

a year ago

fukit, 3 posi portf going forward: 1/3 gldm 1/6 avnm 1/2 qhfix when it starts closed vug vgt vbr voe vxus fxi cqqq shld euad kdef mftnx ebsix etc etc goal: cut daily market screen time from 45 min to 5 check back in a year

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spoof @pnlcorrect

2 weeks ago

@tola2252 mostly multistrats now

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spoof @pnlcorrect

2 weeks ago

what im trying to say is enjoy this, make the most of it, but always have a plan for less accommodating environments. we are perpetually 1 argument, 10 lines of coke, and 20 errant clicks from nuking it all. no matter what the ytd says.

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spoof @pnlcorrect

2 weeks ago

to have 250k/year all in spend (nice, nothing crazy) in retirement you need 250k/3.5% = 7.15m, assuming: - respectable 100k starting stack - casual 40% rentec medallion returns - controlled spend - zero drawdowns itll still take about 20 years to get there after taxes

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spoof @pnlcorrect

2 weeks ago

@2170cell earnest money

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spoof @pnlcorrect

2 weeks ago

@orrdavid @DaBao_ @CDInewsletter the goal isnt to do nothing its to no longer have to fixate on optimizing money everyday the thailand expats are unhappy about not keeping up with expats in hk and singapore

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spoof @pnlcorrect

3 weeks ago

@DeepDishEnjoyer 0 real hoeflation is the secret to american dynamism

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spoof @pnlcorrect

3 weeks ago

@CRUDEOIL231 @calvinfroedge sentiment bad chart gud

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spoof @pnlcorrect

3 weeks ago

@Finominally like the concept but starting at post quant and trend winters gives unrealistic picture. there are easily older similar funds that can be used to capture more

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spoof @pnlcorrect

4 weeks ago

@ReubenR80027912 ask for a stupid amount and in the 0.1% chance you get most of it, torch the relationship and flip on day 1

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spoof @pnlcorrect

4 weeks ago

@nishantkumar07 4.5/45 money printer

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spoof @pnlcorrect

4 weeks ago

@JaredKubin d

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spoof @pnlcorrect

4 weeks ago

@ContrarianCurse will they keep it though

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spoof @pnlcorrect

4 weeks ago

@chupiibear math wise its easier but ppl underestimate the erosion on a human level after some success and playing with bigger numbers - more expectations from absurd extrapolation, lowered willingness to take losses, increased delusions etc

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spoof @pnlcorrect

4 weeks ago

strait reopens - broad usd decline resumption us tech reverses - accelerant telling that usd not doing much despite positive short term catalysts (probably wrong fx is impossible)