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1/x As we’ve been calling for since Nov, today we finally got our 2 ‘Georgia Peaches’🍑 precisely on schedule, as we’ve called for since Aug, & the underlying rotation has confirmed now for months, this matters. This is a historic turning point. It matters not only https://t.co/BFxKGrI1Oo


2/x for this year, but for the economic trajectory of America & likely the macroeconomic regime of the developed world for the coming decade. That said, contrary to popular belief, the market does not move based on news in the short term if the positioning doesn’t allow it to.

3/x & our old friend Gary the 🦍 & his sidekick Vanna are positioned to have this market pinned through 1/11. So, as explained ad nauseam, the election news, though fundamentally important, won’t matter to the index itself in the ST. As predicted, the largest moves from the GA

4/x runoff INITIALLY have come from factor rotation. This should continue to be the case, as the street is oversupplied IVol & the index is pinned. This not only allows for idiosyncratic risk moves in constituents, but it actually FORCES extreme noncorrelation & rotation, as we

5/x have witnessed now for the past 2 days. This Vol compression will be increasingly difficult to break free from until 1/11-1/15, but the window of weakness is coming...soon the final hedges from the ‘election hump’ in Nov will expire with the Jan monthly options. Once the
So a few people have asked why I have this snarky response. What is my problem with this service? Well, to be clear, it’s not an issue with GraphQL, it’s an issue with direct coupling with underlying datasources #thread


The service as advertised makes it simple to map a GraphQL definition against a database. Now, what’s the problem with this? Well, the devil here is in the detail. But fundamentally it comes down to how important information hiding is to you.

Information hiding is the concept whereby you expose as little information as possible to external parties. Anything you expose over a boundary becomes part of the contract between provider and consumer.

Anything I hide inside a boundary can be changed freely. Anything I expose must be maintained if I want to maintain backwards compatibility.

Why is backwards compatibility important? If I break compatibility with external consumers of an interface, then such a change can lead to the need to lock step releases of consumer and producer, or even worse accidental breakages in prod.
LIVE: Julian Assange’s bail hearing to begin shortly at Westminster Magistrates Court in London.

Live updates below:


Connected via remote video with other journos and currently waiting.

Judge Vanessa Baraitser ruled against extradition on Monday, citing Julian's health and brutal prison conditions in the US under Special Administrative Measures (SAMs). His defence team opted to make the bail application today instead of rushing


Today will hopefully see him released from HMP Belmarsh. This is a category A, maximum security men's prison on London's outskirts, usually reserved for the most violent of criminals. The fact he was sent there speaks to the political nature of the


Assange was arrested in April 2019 when London Met entered the Ecuadorian embassy. Within minutes he was sent to Belmarsh prison to serve 50 weeks for supposedly breaching bail – however this doesn't hold up, as he had been granted political asylum by Ecuador.