(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) The greatest nation states and civilisations efficiently use energy to create economic prosperity for their subjects. Up until recently,...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Every Summer Is The Fucking Same ! When crypto hits the northern hemispheric summer, people lose their bearings. Price...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) The height of the northern hemispheric summer is here, and it’s vaxx-enabled party time. Don’t expect much in the...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) One fine chill day in my senior year of university, one of my besties frantically called me in hopes...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) The majority of my essays in 2021 have focused on the fundamental building blocks of my bullish opinion on...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) For those of you who have a Bloomberg terminal, run FARBAST Index <GO>. This is the index that outputs...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) “I must not fear. Fear is the mind-killer. Fear is the little-death that brings total obliteration. I will face...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Being right is great, but the true trading legends are right and then continue holding their positions until they...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Humanity’s struggle to locate the easy button permeates all aspects of our existence. In the context of the financial...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) I am an arbitrage trader at heart. In May 2013 brimming with my experience as a delta one trader,...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) I became an avid cyclist after the onset of COVID. I try to ride twice a week for 40...Read More
(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) I used to be an amateur bodybuilder. Sometimes friends who haven’t seen me since university remark at how skinny...Read More
Can’t Stop, Won’t Stop, GameStop!!!! Stonks for the long run. My hiatus from the equity markets ended when I too became sucked into the meme stock vortex. Seeing a meme stock like GME log a ten bagger in a few trading sessions will get any hardened market operator on their feet. I could not resist...Read More
Source: The Grapes Of Wrath – 1940 I lack access to nightclubs and most other forms of revelry; therefore, I decided to become a crypto peasant. I’m farming the latest and greatest shitcoin DeFi projects. While I deride many of these projects as activity resulting in economic waste, there is an underlying proto-banking infrastructure that...Read More
(Source: Space Ibiza Nightclub) In the beginning there was Jack.And Jack had a groove.And from this groove came the groove of all grooves.And while one day, viciously throwing down on his box, Jack boldly declared “Let there be house!” And house music was born. I dream of thumping house music, neon lights, and mental disorientation...Read More
Forky (Source: Pixar Animation Studios) Shazaam! You snap your fingers and COVID has disappeared, you can exit lockdown and continue on with your life. How do you feel? Are you as optimistic as you were in January? Do you trust your government to put your health and safety first? Do you trust your government to...Read More
Bananas in Pyjamas (Source: Australian Broadcasting Corp) Tuesday, March 3rd I’m in my jammies at an urban ryokan in Tokyo about to PTFO. Before I descend into dreamscape, I must call my banker and attempt to place an investment grade index CDS (credit default swap) trade. Unlike crypto, I can only trade this index during...Read More
The above image has nothing to do with options. But it’s deep into ski season, and I’m loving the powder. I already spent a few thousand words talking about the crypto derivatives market structure. Now, let’s talk about 2020. Crypto Derivatives 2020 Roadmap While speculators’ needs are well met via the crypto delta one products...Read More
These are the three questions any self-respecting crypto punter asks themselves: When moon? When Lambo? When liquid options? If I knew the answers to questions 1 and 2, HDR Long Term Capital Management would not be a figment of my imagination, but a fee-guzzling hedge fund posting returns that rival Renaissance Technologies. By the way,...Read More
