You have heard a lot about how anon accounts are being doxx…

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Introducing “Financial Service Centers.” The future of the new Financial Service Industry.

There is a need that the banking system has provided for all of society that cannot be eliminated within the new Quantum Financial System./1

The financial system is the glue that holds society together as we go about our commerce one with another. It is essential./2

As long as money is used to exchange goods and services, it is a service that must continue in some form, hopefully, better. Positioning ourselves to perform this service is essential./3

As the Zim Benefactors begin their humanitarian activities, a new Financial Service Industry will need to be created out of the demise of the banks. It is a major facet of society that few Zim Benefactors have given any thought to./4

The Financial Services Industry is just as important as putting food on the table and a roof over the heads of humanity if society is to be successful. Again, it is the glue or mortar, that keeps the bricks of society together./5

Brian Feroldi
@BrianFeroldi

2/ February

If you've truly found the next $AMZN, $AAPL, or $NFLX and can hold for years, it's nearly impossible to overpay.

But finding them is hard.

3/ March

Millennials have seen tech crash, 2008, and now #COVID19

I'm worried that many of them will swear off the stock market -- the greatest wealth-building device ever -- for life.

4/ April

Want to see the checklists used by

Buffet
Dalio
Fischer
Graham
Greenblatt
Klarman
Marks
Munger

and

5/ May

When the P/E ratio is:

Useless (Stage 1, 4) - $MDB, $SHOP, $PINS, $GME, $JCP

Semi-useful (Stage 2) - $TTD, $NFLX

Useful! (Stage 3) - $MSFT, $AAPL, $V

In determining valuation

Patrick McKenzie
@patio11

The payments wars in Japan are heating up and one of the battlegrounds is convenience store coffee.

“Coffee? What does that have to do with payments?” I’m glad you asked.

Convenience stores are low net margin businesses, which sell some high gross margin goods/services but a lot of low ones, and have high fixed costs and a low ticket size. The typical transaction is under 500 yen ($5) and many are about $1.

They need repeat custom.

A few years ago, all of the chains had a good idea for increasing frequency of use: make a minor capital investment in automatic coffee machines. Sell access to them for the price of a cup / ice; customers self-serve with the machine.

The price point is $1 to about $2.

Coffee quickly became one of the most frequently repurchased items at convenience stores, in no small part because it’s the one thing they can sell which is phameceutically habit forming but totally unregulated. (Just telling it like it is.)

But the coffee is not very defensible

The problem, such that it is, is that competing chains are everywhere and *all* of them serve Thoroughly Adequate Coffee at similar prices, so you’re back into the brutal economics of “Who is 3 meters closer to 40 customers at 1 office?”

Enter payment apps.

Subhadip Nandy
@SubhadipNandy16

Ok here is the explanation. Grab a cup of coffee and read on. If you have not read/noticed this, you will see intraday options movement in a new light.

In a high IV environment or when the market is very volatile
" OTM options will behave like ATM options", one will get almost the same delta movement
— Subhadip Nandy (@SubhadipNandy16) January 21, 2022

Say we have two options, one 50 delta ATM options and another 30 delta OTM option. Normally for a 100 point move, the ATM option will move 50 points and the OTM option will move 30 points. But in a high volatile environment, the OTM option will also move nearly 50 points

To understand why this happens, first understand why an ATM option is 50 delta. An ATM option has the probability of 50% of expiring as ITM. The price just has to close a rupee above the strike for the CE to be ITM and vice versa for PEs

Now think of a highly volatile day like today. If someone is asked where the BNF will close for the day or expiry, no one can answer. BNF can close freakin anywhere, That makes every option of an equal probability of being ITM. So all options have a 50% probability of being ITM

Hence, when a huge volatile move starts, all OTM options behave like ATM options. This phenomenon was first observed in the Black Monday crash of 1987 at Wall Street, which also gave rise to the volatility skew/smirk

$jewd\u24b6s // \u05d9\ufb1d\u05d3\u05d4\u05d5\u05d3\u05d4$

jewdⒶs // ייִדהודה...
@jewdas

We all know no-one should profit from antisemitic hate speech right? Well, tell that to the @JewishChron.

In their media pack they advertise that they've run (at least) one event with Nigel Farage as a speaker. The JC is using their connection with an antisemite to make money.

Important bits first. The media pack has a 2020 calendar so it is probably just over a year old. Which means, all of our examples below bar one had been published when they tried to make money from an event with Nigel Farage. They knew what he had said and didn’t care.

You want one example? Here you go. The JC knew and even called him out on it. So why does their press pack, probably made just months after this and made to get people to advertise with them, show off their link to him?

What kind of advertisers do they want??

For anyone skim reading, let us make this very clear, using words from the Campaign Against Antisemitism. @antisemitism.

Ok, so now the attention-grabbing bits are done, lets dig deeper.

Is Nigel actually an antisemite, Geoffrey hears someone ask in terribly bad faith. Well, lets explore his history of antisemitism through the JC’s own articles!

You have heard a lot about how anon accounts are being doxxed by Sarah Mojarad. I learned yesterday that I am unfortunately one of those accounts.
SARAH MOJARAD DOXXED ME.
And she could dox you, too.
1/

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You have heard a lot about how anon accounts are being doxxed by Sarah Mojarad. I learned yesterday that I am unfortunately one of those accounts.SARAH MOJARAD DOXXED ME. And she could dox you, too. 1/

More from Finance

You May Also Like

You have heard a lot about how anon accounts are being doxxed by Sarah Mojarad. I learned yesterday that I am unfortunately one of those accounts.
SARAH MOJARAD DOXXED ME.
And she could dox you, too.
1/