by invitation or referral
;
When SPX put skew hits the 98th percentile, I won't touch theta trades.
Even if implied vol looks expensive relative to realized. Even if the variance risk premium is positive. Even if the setup "looks good" on paper.
Extreme skew tells you the largest participants in the room
"Last Thursday, we reported our 11th consecutive quarter beating consensus earnings expectations.
I've been thinking about what that actually means — not just for Abacus, but as a business principle.
Consistency isn't a tactic. It's not a quarter-to-quarter goal. It's the
Beware the Ides of March: AI isn’t just a productivity story anymore. It’s turning into a full moat check; and like Brutus, it’s stabbing long-assumed fortresses in the back. Experience, knowledge work, sticky revenue, and "defensible" talent models are being challenged faster
Dead Internet podcast: Complete interview
🏆 “Most Annoying TV Ads” didn’t make the list of award categories, but the obvious winner is: BIG PHARMA
Endless predatory ads w/crazy side effects, as Americans pay RECORD $$$ for prescription drugs
CONGRESS MUST:
1. Ban Pharma Ads
2. Codify Trump’s 'Most Favored Nation' Plan
CPAC is proud to announce that Florida Congresswoman Rep. Kat Cammack (94% CPAC Rating) is a confirmed speaker for CPAC USA 2026 in Grapevine, Texas, March 25-28.
Wanna keep up with TGL? ❤️ this post and we’ll tee up all the info about upcoming TGL matches
BREAKING: Democrats now projected to seize control of both chambers of Congress this November.
Questing in Pywel goes far beyond following a single path.
Pre-order now and follow along this journey.
Confirmed: Bo French for CPAC USA 2026, March 25-28, in Grapevine, Texas.
No one cares about ballet and opera.
Everyone has a take on something.
There's Still Time! Register & Attend our Market & Economic Outlook Webinar, Thursday Mar. 12 @ 1:30 PM ET
¡Todo lo que te gusta, en un solo lugar!
Series originales, películas y deportes en vivo, en ViX.
Champions, Finalissima y La Selección: ¡Todo en un solo lugar!
No te pierdas la intensidad de la Champions League, la gloria de la Finalissima y toda la pasión de la Selección Mexicana.
The only morning show you'll ever need.
BREAKING: Marco Rubio closes in on Gavin Newsom for the 2028 Presidential Election.
Texans don’t need more endless discussions over Washington rules that Democrats have already promised to break. Talk is cheap.
Paul Thomas Anderson is 0-for-11 at the Academy Awards.
Nominations:
Boogie Nights — 1
Magnolia — 1
There Will Be Blood — 3
Inherent Vice — 1
Phantom Thread — 2
Licorice Pizza — 3
Is this finally the year PTA gets his first Oscar?
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Since Day One we’ve admired Base builders and their conviction to ship and the vision to create
Introducing a custom piece of workwear: The Carhartt × Base Chore Coat, hand-crafted by DSC
First delivery at ETH Denver for Jesse Pollak
@jessepollak @base @Carhartt
