Daniel Bassett - fin/acc @dansilasb
Up Only. Tinkering and trading (crypto, derivs). Hacker turned quant trader. Y Combinator alum. New York, NY Joined May 2022-
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The problem I have with trading individual stocks is that the fundamentals get in the way. It is not pure price and positioning. In crypto and futures (indexes, commodities, etc.), there are no "fundamentals" to get in the way of price.
I guess this confirms my social cues have never been that outstanding. Could be worse, however.
One of my favorite things I read from the LTCM affair was how Ed Thorpe looked into them on behalf of another investor when they were killing it. It wasn't their models or strategy that was necessarily the red flag, but the fact that John was known as "Martingale Meriwether". He…
One of my favorite things I read from the LTCM affair was how Ed Thorpe looked into them on behalf of another investor when they were killing it. It wasn't their models or strategy that was necessarily the red flag, but the fact that John was known as "Martingale Meriwether". He…
This is 10/10. How have I not heard this quote before?
This is 10/10. How have I not heard this quote before?
Men used to go to escape imprisonment on Elba to reclaim the glory of their empire, now they run search funds to buy HVACs with sound EBITDA-to-Sales ratios.
The Jane Street-Millenium situation is hilarious b/c now everyone knows it's Indian options. Alpha disappears and no one gets the bag.
Welp, probably wrong about risk assets being done going down only. Perhaps, we stay down-ish only until FOMC (May 1). $BTC could nuke after halving -- don't like longing here. Sold a lot of tactical long.
Welp, probably wrong about risk assets being done going down only. Perhaps, we stay down-ish only until FOMC (May 1). $BTC could nuke after halving -- don't like longing here. Sold a lot of tactical long.
Almost shaken out of a tactical $BTC trade last night, but then I remembered 1 BTC = 1 BTC. Kept HODLing and now we back up. In all seriousness, I think risk assets bottom could be in for a couple of weeks.
Very interesting take. AI Era may actually re-empower the wordcels.
Very interesting take. AI Era may actually re-empower the wordcels.
IMO, what would make equities rally even more than rate cuts would be OAI releasing GPT-5. From here, it's a matter of if we can keep hyping the hype scene.
Sometimes you gotta limp in with 64o on the button and figure out the plan later. #HoldEm
In the arena, quantifying things
$CL flat or slightly up this week is bullish going into the summer. Iran nothingburger and it's not completely nuking. Hot economy and further geopol shocks -- could base here
Talking about tail risk hedges and optimizing one's taxes.
Talking about tail risk hedges and optimizing one's taxes.
All the RIAs and pods rushing in to buy the $NVDA dip this week.
All the RIAs and pods rushing in to buy the $NVDA dip this week.
Can confirm. Normies aren't used to the idea that you can lose money by being bad at your job. They're used to their corporate paycheck that always arrives. In trading, when you make mistakes, you lose money. More at stake, feelings more intense.
Can confirm. Normies aren't used to the idea that you can lose money by being bad at your job. They're used to their corporate paycheck that always arrives. In trading, when you make mistakes, you lose money. More at stake, feelings more intense.
HN is possibly the most midwit place on the entire internet: an entire group of ppl who think their merely passable competence in one field implies some sort of skill in another
Utilizing NYC Rat Sightings to build quant alpha. Few
I can fix her... $ZT (CT, even tho in NY, btw)
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@anothercohen Prices are down ~18% from the peak. No short-term view on prices but a lot of the pain has already happened.
@heyalexfriedman Yeah she told me it's a good mix of real estate investors who bought at the top
@anothercohen Happening a lot in multi family. Too many people got variable loans instead of fixed rate loans thinking they were doing the right thing and now are paying things like 7% on a 5 CAP instead of 3% on a 5 CAP and hemorrhaging cash
Spoke to a title officer today here in Austin. The number of sellers that are not only losing money on their home sales but completely underwater and having to put up cash at close has increased massively in the last 6 months. I think we’re in for some mega real estate pain
Formidable enemies are the greatest gift.
Replit left San Francisco for Foster City. The "why" we're leaving is boring, sad, and predictable (crime, dysfunction, etc), so instead let me tell you why we chose Foster City. Foster City embodies the American post-war optimism and the long-lost California pro-growth…
So apparently if someone knows / guesses the name of your S3 bucket - even if it's private (!) - they can just bankrupt you by sending infinite PUT requests and there is nothing you can do about it. > requests get rejected > but AWS still counts it as a write operation against…
“It won’t happen overnight, but if you quit, it won’t happen at all.” Great thought for the hard moments…when you really want something. Keep going. It is your only shot.
lets all gather round for a prayer for the poor soul that decided Friday was great for lifting a 3:1 ratio call spread in front week TSLA
A few years ago, my dad gave me the best dating advice I've ever received. He told me, “Alex, you need to stop dating people who want the same career as you and want to compete. Start dating people who are passionate about something but are down for the ride, soothe you, and can…
I can't believe this is really happening. @garrytan is officially running for Mayor of San Francisco.
I had a question about something in the talk I'm writing. The talk is tomorrow, but I knew if I asked Ron Conway he'd reply tonight. I was going to tweet predicting this, but he replied before I could.
A new study of 350,000 European adults screened for genes and surveyed for lifestyle determined that, other than being blessed with good genes, the 4 best things you can do to live past 75yo are (listed by the rank of the size of the effect estimate): 1. Don't smoke. 2. 150…
The plan? Be mega long amzn into the print for the 50th quarter in a row
okay! good news and bad news. @ionet seems to have cleaned up its act and is mostly reflecting the correct # of GPUs. that's the good news. the bad news: they have 310 high performance GPUs. even worse is 302 of those are A100s, only 8 H100s. That is roughly $3,000,000 of…
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