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30 Sep, 4 tweets, 1 min read
Spaces desperately needs an audience chat feature like Twitch does so I can call Cohodes a delusional muppet who thinks RH getting a $3bn LOC from Citadel to meet DTCC margin calls was ever on the table
"You know, I'm gonna speculate.
'cause I don't want any hassles, I'll speculate.
That it wouldn't surprise me that Citadel just takes the other side of some of [Robinhood customer's trades]."
...Did Cohodes just imply Citadel was planning to murder him for speaking out? Did I mishear that?
😬

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More from @quantian1

Quantian Profile picture
30 Jul
Finally, the product I've been looking for: what if instead of Robinhood, there was a slick app that dropped confetti on you whenever you allocated into a shitty private equity fund-of-funds and underperformed? notboring.co/p/is-that-a-fa…
Ah yes, I'm sure your fund of funds will in fact have a Sharpe ratio of [checks notes] 4, just like in the backtest. God I want the client list for this app so badly, they're all accredited investors too.
Oh my god their investment process is literally SELECT * FROM eurekahedge WHERE 200<aum<500 ORDER BY sharpe DESC
Read 4 tweets
Quantian Profile picture
23 Jul
Dear reader, I have just completed as near to a true kaiseki dining experience as is possible outside Japan. Every single plate was handmade by the chef, who would be gravely insulted were his food to be served on another’s pottery.
For the final sake pairing, we selected our own glass, which unbeknownst to us would be wrapped and presented as a gift after dinner.
I suppose the chef got bored making the sushi because we were also given our own brushes to finish with house made soy sauce, which was so good I literally took a sip of it.
Read 6 tweets
Quantian Profile picture
20 Jul
Here's a fun "conditional probability" example: Both vaccination rates and hospitalization/deaths are very left skewed, while the US population is right skewed. What effect does this have look at vaccine efficacy, but normalize by current hospitalizations, because you're a hack?
Let's assume for simplicity the weighted average of vaccines is 90% effective, and also flat across age groups. Conditioned *only on dath/hospitalization*, 35% of all deaths will still be fully vaccinated individual, and 24% of hospitalizations will be vaccinated. Not great!
But considered relative to *the entire population*, while deaths are still split evenly between vaxxed and not, there's so many protected in the vulnerable group, the population deathrate dropped by a factor of 7. Consider that graph, with a 0% vaxxed population for comparison:
Read 4 tweets
Quantian Profile picture
18 Jun
Alright losers, it’s Krugposting time. I have had nothing but coffee and cigarettes all day in preparation for this meal. Starting off with a sea bass sando w/ green tea, then a grilled maitaake chawanmushi, and then a tuna inari pocket.
A DIY wagyu taco in pickled daikon, plus an action shot; octopus with hijiki seaweed salad, and butter poached white asparagus
Tempura course time. Starting with spring onion and maitake, then salmon and sea add, then shiitake. They also have a shrimp one which I skipped because I Will Not Eat The Bugs.
Read 4 tweets
Quantian Profile picture
8 Jun
There is a 100.0% chance that is a Roman spear design, I don’t even need to look it up to know
Roughly 2 meters in length, wood shaft, topped by an iron tip about 20% of the total length- it’s a fucking hasta
Look at how messed up the grass he’s standing on is. I’ve seen driving ranges with better turf- you just know he’s out there for hours a day, practicing his technique
Read 4 tweets
Quantian Profile picture
28 May
YOU, CONTEMPTIBLE PEASANT: Screaming at each other in a Twitter Spaces about SPAC activism on a Friday night
ME, 300 IQ MIND SAMURAI: Preparing to eat a 12 course meal made entirely of different flavors of foam and gelatin
1. A pea sphere. Why a sphere? Who knows.
2. Smoked hamachi with what I can only describe as “other Japanese stuff”
3. Beet chips with caviar between them.
4. Foie gras. Cowardly sommeliers continue to refuse to pair this with sauternes for the normies, needed to special order
5. Bread. It’s bread, it’s good, c’mon.
6. Pheasant corn dog. Why would you use a low fat white meat to replace pork except to impress with novelty of having pheasant? Thumbs down.
7. Duck main- can’t get enough duck with red fruit.
8. FINALLY, the hibiscus foam arrives.
Read 4 tweets

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