Blue Deer (@Bluedeerc) profile picture

i'm their quant

Joined January 2020
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Blue Deer retweeted

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And New lows of the move
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Should be a fun week
TWO OIL TANKERS HIT MINES WHILE TRAVELING ALONG 'UNAUTHORIZED ROUTE' IN STRAIT OF HORMUZ - IRAN'S STATE MEDIA
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Monday 10/26, 1:53 PM. Four days before month end. "It only takes one day where we get a trend down and it doesn't stop. We have massive paper to sell and mandated outflows into end of month rebalance" Today: Trend down into those EOM flows
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Exact ATH on $GLD time stamped
Exit $GLD common at $492… End of year, we added 2028 LEAPS on the Dec 31 dip. Still very long $GLD just taking off the common and some profit after this parabolic advance. Cheers to those who tailed 🍻
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$USO core long entered the Friday before conflict began with Iran
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Going thru some of the inflection points this year and past work- have caught every major pivot- plenty of time stamps on public feed as well core longs added at 6300
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These were about $0.20 cents on wednesday... Trading over $18 now
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$115 puts on $MSTR expiring 11/20... currently trading right under $5 holding full position
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Still holding majority trading over $14 per contract
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$USO added aug 17th trading 130s still have core longs from pre-conflict $GLD shorted at 420s for expectation of new lows below $350 Some other bangers but those are the most noteworthy... return to twitter was two days ago informing you my bear suit is back on..timing innit
Time to trade again
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It will be seriously funny in a few weeks I promise Top ticked
Posting this so I can repost in a few weeks and we can all have a nice laugh
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Going live soon
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As we embark into the Golden Era of non stop layups I wanted to take a second to thank those that make it possible... shoutout everyone reading this who trades their feelings.
This feels like a bear trap
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24 hours later lol
Posting this so I can repost in a few weeks and we can all have a nice laugh
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As I reiterated this week, BTC low are not in.... And those puts were way too cheap all week, the world can change in 3 weeks with vol expansion
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Posting this so I can repost in a few weeks and we can all have a nice laugh
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Business types and scam artists like Sam Altman are very good at seducing sincere, naive techies. This open letter is frankly evil, about entrenching OpenAI's interests, but it has all the right platitudes that seduce tech experts like @trailofbits, @danielmiessler, @hackingdave. This list of named people are very smart whose arguments you should generally consider over my own -- but who I'm nonetheless calling out as being idiots here.
An open letter for a global surge in cyber defense, signed by over 100 organizations including Anthropic, AWS, Google, Microsoft, OpenAI, and Oracle.
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