He is not only playing against Iran but against time

5.6 extra high is such a workhorse, incredible.
But you need to guide him on higer level thinking task, he gets everything done 90% correctly but still lack outside of the box thinking or exploring various directions.

He doesn't have an idea / a feeling for what is right and wrong basically

I don't know anything about bonds but we just had a 3y breakout and people are already calling for a rate hike and bringing it back in line

I think Warsh and co were smart enough (if not smart in absolute) to know it was going to happen when they signed up not to hike and thus are comfortable with that

So it's better to think of the consequences of what higher yields are than panicking

This is as addictive as a great video game if you have an idea to execute upon

Waring is hard

-100%

Well played

And you still see people saying he is up 80% YTD on the timeline

I'm feeling like Friday was the day to buy EOY puts on all the AI trade

mags/ptf probably better

Even heavily subsidised AI is not cheap; since yday morning I burnt through 80% of my weekly allowance with the 100$ pro plan using fast at all times and mostly extra high thinking but with some ultra as well.
People doing real dev work must have a token cost in the k$ per day

He knows his country is going up in smoke if Iran energy infra get missiled

*SAUDI CROWN PRINCE CAUTIONS TRUMP AGAINST IRAN BOMBING CAMPAIGN, SOURCES SAY - CBS

*MBS URGED TRUMP TO PURSUE DEESCALATION INSTEAD OF A HEAVY BOMBING CAMPAIGN

*US AND ISRAEL PREPARED POTENTIAL STRIKES TARGETING IRANIAN ENERGY INFRASTRUCTURE

Go home Trump you're a loser

Good piece