Pinnedby Kris AbdelmessihSocratic Puzzles To Build Your Financial IntuitionThis is a list of homework-like posts that allow you to slowly build intuition for financial math or derivatives topics.Jun 11, 20231Jun 11, 20231
by Kris Abdelmessih“This was a vol event”Equity markets have been crazy. In my caveman view, we just left a world where volatility markets were searching for vol buyers. The “job…6d ago6d ago
by Kris AbdelmessihThe “grammar” of trading with SIG’s Todd SimkinSIG’s Todd Simkin went on Ted Seides’ Capital Allocators podcast recently. I’m biased but Todd’s interviews are some of the best you’ll…6d ago6d ago
by Kris AbdelmessihThe Gasoline of the InternetThe internet exposes us to a wide array of perspectives, beliefs, and behaviors that we might not encounter in our immediate, offline…Jul 14Jul 14
by Kris AbdelmessihNarrating an option tradeI’ve been narrating my small GME trade this week through this substack and twitter.Jun 16Jun 16
by Kris AbdelmessihWhen it’s normal to have no idea what your returns areThe lingua franca of asset management regardless of strategy is returns. But this is not necessarily true in trading. In my own 21 years of…Jun 13Jun 13
by Kris AbdelmessihRiffing on Paywalls, Trading & OptionsGather round. Let’s just chop it up in no particular order.Jun 13Jun 13
by Kris AbdelmessihImpedance MismatchIn the notes I call The Essential Paul Graham I saved this passage:Jun 2Jun 2
by Kris Abdelmessiha birdie asked how to model a 1-day optionIt’s going to shock you to hear it, but I get emailed a lot of option questions. I’ve gotten some that are pages long with commentary…May 30May 30