该用户的聊天记录定位。
<:monkaGIGA:1389812100012052511>
<:monkaGIGA:1389812100012052511>
why are you selling
why are you selling
i dont know, i think its better
i dont know, i think its better
and the premium for that is 3c
and the premium for that is 3c
you wouldnt lose 70% then no? you either lose 94c or you lose 27c
you wouldnt lose 70% then no? you either lose 94c or you lose 27c
that wouldnt even be 70%
that wouldnt even be 70%
if he makes it you see him going like 50c?
if he makes it you see him going like 50c?
i see him going 20c over just losing
i see him going 20c over just losing
i dont think he pumps that much
i dont think he pumps that much
<:Hmm:1306491372328714371>
<:Hmm:1306491372328714371>
i dont like 2nd round that much for 3c diff
i dont like 2nd round that much for 3c diff
raise da bid
raise da bid
13k bid at 99.9 for 100fv
13k bid at 99.9 for 100fv
this probably wont be disputed
this probably wont be disputed
i dont think there are any better bonds rn, unless u take pratt which he has 20k on
i dont think there are any better bonds rn, unless u take pratt which he has 20k on
why monday
why monday
i think you get the point, you are just exaggerating
i think you get the point, you are just exaggerating
and you know the difference
and you know the difference
because your analogy is not an obvious mistake
because your analogy is not an obvious mistake
that is not a good analogy
that is not a good analogy
as i said before, the issue is that the original market is 4 days
as i said before, the issue is that the original market is 4 days
what is the joke
what is the joke
isnt that yesterday
isnt that yesterday
what are you asking
what are you asking
what is this
what is this
new higher strike market?
new higher strike market?
what would they even do now
what would they even do now
had there not been precedent its really not that clear cut, i dont know why you think that
had there not been precedent its really not that clear cut, i dont know why you think that
yet you ignore that just to make a point
yet you ignore that just to make a point
and when you said that what did i say
and when you said that what did i say
is there precedent on this happening before?
is there precedent on this happening before?
not for this movie though
not for this movie though
anyway, as i said before if there is precedent its a lock, not sure why you ignored that just to make a point
anyway, as i said before if there is precedent its a lock, not sure why you ignored that just to make a point
i didnt say he wouldnt buy i said he wouldnt think its 0 fv
i didnt say he wouldnt buy i said he wouldnt think its 0 fv
you are avoiding my point
you are avoiding my point
i think thats ridiculous and you would not think the same if ae was buying N here
i think thats ridiculous and you would not think the same if ae was buying N here
and you said fv is 0
and you said fv is 0
i said the same thing, they are very offended by this
i said the same thing, they are very offended by this
if the counterparties were different i would buy N though, and i think you wouldnt be as confident on it as well
if the counterparties were different i would buy N though, and i think you wouldnt be as confident on it as well
as i told ae, given my counterparty i dont want N
as i told ae, given my counterparty i dont want N
you could always just add individual specific characteristics as well
you could always just add individual specific characteristics as well
hey guys, remember MSTR?
hey guys, remember MSTR?
there isnt really any optimal formula
there isnt really any optimal formula
and kelly is just a weight of risk and ev, you could just make another formula that would best suit you
and kelly is just a weight of risk and ev, you could just make another formula that would best suit you
there is so much at play we dont even notice
there is so much at play we dont even notice
we all miss EV because no one actually solely inputs price and fv and buys
we all miss EV because no one actually solely inputs price and fv and buys
<:monkaGIGA:1389812100012052511> <:monkaGIGA:1389812100012052511>
<:monkaGIGA:1389812100012052511> <:monkaGIGA:1389812100012052511>
ae is being retarded
ae is being retarded
<:monkaGIGA:1389812100012052511>
<:monkaGIGA:1389812100012052511>
thats RETARDED
thats RETARDED