TK_ @tonykuoo

Boston, MA Joined October 2014

Tweets

232
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148
Following

777
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5K

Norseman Market Timing @Norseman1

3 weeks ago

We like our spec stocks. We’ll be talking about those Oct. 1st forward and allocation size etc. $BTQQF fresh entry. We are 65% invested now. Yes, even in Sept. expecting a broad dip. We bot primarily those that have puked. $NVDA and $HIMS , $UNH for examples. Only thing we’ve…

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Tracy Alloway @tracyalloway

6 months ago

The guy cheering on Trump's tariffs and telling stock investors to shut up about their losses is literally betting against Corporate America viz CDS.

The All-In Podcast @theallinpod

6 months ago

The guy cheering on Trump's tariffs and telling stock investors to shut up about their losses is literally betting against Corporate America viz CDS.

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Andrew O'Connell, CFA, FRM @realpristinecap

10 months ago

1/ 🧵 **My Trading System** A comprehensive approach combining fundamental analysis, technical analysis, and news flow. My goal? The relentless pursuit of asymmetric reward/risk opportunities. Here’s how I do it—and how you can too.

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Andrew O'Connell, CFA, FRM @realpristinecap

a year ago

Most tracked groups are moving into Quadrant 1 as IV percentile elevates IV Percentile compares the implied volatility today to the last year of trading Fear setting in?

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Corry Wang @corry_wang

2 years ago

1/ Just caught up with a few investor friends in the consumer space last week about Ozempic and GLP1s As far as I can tell, everything basically hinges on: how much does it matter that every consumer product in the world depends on a tiny cohort of super consumers?

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Rudy Havenstein, Senior Markets Commentator. @RudyHavenstein

3 years ago

Over half of US mortgages originated in 2020 or later. The Fed - which held $0 of MBS in 2008 - held almost $1.4 Trillion in March 2020, then DOUBLED their MBS holdings by April 2022. This was a criminal distortion of the housing market. The @federalreserve STILL holds $2.6T.

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Matt Slotnick @matt_slotnick

3 years ago

seeing a lot of confusion around why layoffs are happening at companies with a lot of cash on the balance sheet. at the risk of getting roasted... here's a TLDR, for both public and private companies

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Genevieve Roch-Decter, CFA @GRDecter

3 years ago

Links to ALL reports: Goldman Sachs: lnkd.in/eKzF_2K4 J.P. Morgan: lnkd.in/eHb6-622 Morgan Stanley: lnkd.in/e2nAMjmM Fidelity International: lnkd.in/eJwK6tVx KKR: lnkd.in/eRivWDns Bank of America: lnkd.in/e8XFD8TW

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Eli Nuss @nuss_eli

3 years ago

This graph shows the number of early stage rounds by month from January 2021 to March of 2022, overlaid with the number of companies in that cohort that have already raised a follow-on round.

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Matt Schnuck @mattschnuck

3 years ago

A famous researcher predicts divorce with 91% accuracy. He invented a game to protect against the #1 relationship killer. Here it is (in 3 minutes):

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Brett Adcock @adcock_brett

3 years ago

10 pitch decks that raised $15 Billion:

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tae kim @firstadopter

3 years ago

This reads like a parody, but it’s on the Sequoia website. What a joke sequoiacap.com/article/sam-ba…

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CZ 🔶 BNB @cz_binance

3 years ago

This afternoon, FTX asked for our help. There is a significant liquidity crunch. To protect users, we signed a non-binding LOI, intending to fully acquire FTX.com and help cover the liquidity crunch. We will be conducting a full DD in the coming days.

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PyQuant News 🐍 @pyquantnews

3 years ago

Professional options traders don’t take directional bets. They spend their time finding mispricings. Usually, they start with GARCH. Here’s how you can too:

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Johnny Brown @johnnyxbrown

3 years ago

These 10 YouTube channels will teach you more this year than 4 years of college:

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PyQuant News 🐍 @pyquantnews

3 years ago

Python and Excel: Use them together and you have a potent combination for working with data. Here are the 17 Python libraries to help you unlock the power.

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Benn Eifert 🥷🏴‍☠️ @bennpeifert

3 years ago

ok. this references the big daddy of all elementary confusions in derivatives. Black-Scholes (and related) models, for which Nobel prizes were won: we do NOT use them as models, we use them as normalizations only, as a convenient change of variables.

Un gros grec @kebabroyal_

3 years ago

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PyQuant News 🐍 @pyquantnews

3 years ago

I spent a good portion of my $90,000 master's degree learning 1 thing: Simulating stock prices. The good news? You don't need a master's degree to build your own stock price simulator in Python. I'm going to show you how step-by-step:

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Jack Niewold 🫡 @JackNiewold

3 years ago

Crypto is a game of information. He who controls the information controls the outcome. Average information = average results Asymmetric information = outstanding results Create your own luck. Here are 5 FREE tools that can help you develop an informational edge:

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Gummi @gummibear737

3 years ago

To the Republicans complaining about the billions the US is sending to Ukraine I’m going to share with a private opinion from a knowledgeable European official I know Basically, he starts off smiling and saying the US are “absolutely ruthless” with regard to the Ukraine war 1