Sublime
An inspiration engine for ideas
resonance over scale
That’s just a parabola, the potential for a simple harmonic oscillator.
Sean M. Carroll • The Biggest Ideas in the Universe: Space, Time, and Motion
The number of EEG cycles occurring within a given time interval is called its frequency and is measured in hertz (Hz) or cycles per second (GPS). The greater the number of cycles per second, the higher the frequency
“all alpha in vc is basically a derivative of having a variant view on TAM”
经过2个小时的研究，我们终于TMD知道什么是@ShanghaoJin 大佬提到的Gamma Exposure（GEX）
首先，从科学的角度来讲，我认为这就是完完全全的名词误用。他其实根本不是Gamma Exposure，他其实是在计算Option的Delta，也就是对Gamma进行积分。这就是为什么在计算中，要将Gamma乘以正股（如SPY）价格。更进一步说，实际上它就连Delta也不算，因为单位不对。下面我们会知道，它其实是在算机构对正股每1%价格移动下的Delta Hedge，这个单位是美元
其次，这也解释了为什么在所谓Gamma Exposure中，Put前面是负数，Call是正数。因为他们的Delta 不一样。正股上涨，Call上涨，所以Delta是正；正股上涨，Put下跌，所以... See more
the shape of the potential for an oscillating system in the vicinity of equilibrium takes the approximate form
Sean M. Carroll • The Biggest Ideas in the Universe: Space, Time, and Motion
The Damped Spring Report - "Shifts in growth, inflation, risk premium and positioning all lead to opportunities in markets"
The report discusses the shifts in growth, inflation, risk premium, and positioning in the market, highlighting opportunities and potential outcomes as Act 3 unfolds.
dampedspring.com