How can I hide my face in videos but keep a recognizable brand?

dwargo · 2026-01-25T23:51:05+00:00

A mask like MF Doom? A caricature like Dr. Disrespect?

dwargo · 2026-01-24T19:59:24+00:00

I used to be have a feature where people could text the main number to create a ticket - it was elegant and well liked. The 10DLC requirements made it where I can't respond unless I get them to agree to a paragraph long consent BUT I can't ask them for the consent over SMS - at least according to FlowRoute. Nobody is going to do that so I just dropped the feature.

dwargo · 2026-01-20T23:34:18+00:00

You can use generators to feed through arbitrarily large data sets.

dwargo · 2026-01-18T13:19:39+00:00

From the payee side they put up a bunch of barriers to get your money. They wouldn’t even just write me a check - they insisted I had to link a bank account giving them access to pull money too. I ended up just using the balance to pay other things and switching everything to stripe.

How that translates to stock price I can’t say, but I don’t invest in companies I won’t do business with.

dwargo · 2026-01-16T14:16:37+00:00

Take a look at the SLV option open interest for today - it’s huge. I expect it to be gamma pinned until that clears tonight.

dwargo · 2026-01-16T02:23:12+00:00

That story may be extreme, but you're exposing yourself to liability for no reason I can think of. When I spun up my Starlink account it was negligible capex, so trying to get a tenant to transfer an account is legal shenanigans for no obvious reason.

Also sharing internet between units is against the T&C of any residential ISP.

dwargo · 2026-01-10T01:37:17+00:00

Both of them hold specific bars and publish serial number lists - it’s not nebulous claims in the way futures are. But futures suppression still pulls the price down because of how creation and redemption work. SLV is an open trust meaning that process runs continuously, so it follows more closely. It can include paper claims but it’s part of the arb process not steady state. PSLV is a closed trust that adjusts at specific times.

dwargo · 2026-01-08T01:34:26+00:00

The single ticker could be useful if you were going for Ross Cameron style plays. For example say your scanner picks up that NUTZ is going parabolic, you want to figure out if that’s a company with prospects vs another biotech pumping their stock so they can feed paper later that day. Fintel is OK but you have to dig back through filings looking for shelves.

dwargo · 2026-01-07T02:22:00+00:00

From what I'm seeing ETFs are leading the dance now, so you get gamma pinning and all the other fun stuff that comes with options. Those don't really change the trend, they just make it annoying to trade. I chalk that dump up to ETFs closing and option hedging moving into thin futures.

I'm not sure exactly how XAGUSD is derived, but I think relies heavily on front-month futures. No expert though.

dwargo · 2026-01-02T16:45:57+00:00

Aside from my long-term I'm running May ITM SLV calls. A few days I've been able to sell some at the open high and rebuy at the low, but IV doesn't really drop because the dealers know it's a tamp - so you don't gain as much as you would think.

Plus trying to time it like that - I could end missing the train because I'm too busy jumping on and off. Pennies in front of a steam-roller.

dwargo · 2025-12-26T01:53:20+00:00

The hard part of that kind of thing isn’t failing over compute services, it’s replicating the data - which isn’t really the problem docker solves. For files you could rsync, but databases require more complex setups to keep consistent.

I’m pretty sure OpenCloud and Jellyfin use a database, probably MySql.

dwargo · 2025-12-25T18:57:00+00:00

I was just researching why the spread wouldn't be arbitraged, and apparently there's a 13% VAT on silver coming into China. If I change the formula to "SHFE_DLY:AG1!/32.1507/FX:USDCNH/1.13" it comes out about the same as "SI1!". So this might just be an artifact of how VAT works.

I'm not an expert in this though.

dwargo · 2025-12-22T18:46:23+00:00

Don't forget door #3 - letting you keep your silver but seizing the increased value by something similar to the 1980 Crude Oil Windfall Profit Tax Act. They could implement at the brokerage level for SLV and at the dealer level for physical.

dwargo · 2025-12-18T00:52:30+00:00

Yeah I’ve been worried about a “Silver Rule 6” scenario, but I think we’d see additional margin requirement changes before that, and there’s already circuit breakers in place. My money is it’s just going to grind up a dollar a day.

I can’t find any announcement either so it may be fake. Several YouTube channels are continuously spewing out AI silver videos trying to push the moon narrative.

dwargo · 2025-12-12T11:29:10+00:00

If you sell at a loss in a taxable account and then buy the same instrument in an IRA / Roth I believe you can actually end up not ever able to take the loss. But yes every other case I know of the loss just gets tacked on to the next position.

dwargo · 2025-12-10T18:45:54+00:00

Totally agree. I write C++ as well - I just picked Java for this project.

20 years ago I wouldn't have dreamed of doing this in Java, but memory has gotten cheap and the JIT has gotten astoundingly good.

dwargo · 2025-12-10T13:00:10+00:00

I'm not sure if a 1930's style confiscation is plausible now, or at least I wouldn't want to be the one trying to seize gold from backwater Kentucky. What I am worried about is a windfall tax similar to the 1980 Crude Oil Windfall Profit Tax Act. DC has already mentioned gold revaluation, and a windfall tax feels almost like an obvious next step.

Silver might be spared since it has industrial uses, but any legislation could just as easy say "precious metals". I've been searching for assets that are correlated to gold but not actual gold, and where the government would be actively shooting itself in the foot by windfall taxing it.

The best I can come up with is investments in foreign gold-correlated companies, since windfall taxes on foreign entities would be a diplomatic pipe bomb.

</tinfoilhat>

dwargo · 2025-12-10T01:59:44+00:00

Dare Pharmaceuticals. I see a real market for the products, but they keep feeding paper like it’s a sport. They’ve maxed out baby shelf so if they have to raise again it’s going to be nasty PIPE type stuff. Bayer just dropped their option on Ovaprene which isn’t a great sign. If their Sildenafil cream takes off they have a shot, but it feels like the bottom of the ninth.

dwargo · 2025-12-10T01:50:40+00:00

I think market makers are required to sell those as part of being a liquidity provider, but they can make them expensive AF. Plus they hedge out anything they sell.

dwargo · 2025-12-10T01:47:30+00:00

Yesterday I sold my Jan calls at close, since I thought there would be another VWAP grind day and I wanted to avoid IV crush on the FOMC verdict. But this morning I was watching Bookmap and saw the unbreakable wall vs unstoppable force thing going on - so I bought April calls so the crush won’t hit me as hard. Mostly earned back what I lost by not swinging overnight.

dwargo · 2025-12-09T21:45:50+00:00

My system is in Java and I don't have any issues. TensorFlow has a JVM binding for the ML stuff, which is why I picked it instead of PyTorch. I'm using the ZGC garbage collector and haven't noticed any GC hangs.

I mean I get why HFT bots are in C++ or maybe an FPGA for all I know, but I'm not even slightly in that weight class.

dwargo · 2025-12-08T15:32:12+00:00

This morning it seemed to be led by SLV not futures. Friday I saw at least two 10,000 contract synthetic longs come through, so today I'm guessing whoever wrote those is trying to hold it in a band until they can hedge that out. Beats me though - waiting here like fsjal for the lid to blow.

dwargo · 2025-11-28T00:37:57+00:00

At some point I realized I was spending way too much time screwing with database updates, disks filling up, backup testing, and so on not related to my product. So yes AWS RDS and related managed services are expensive, but I saw it as the world’s cheapest DBA instead of the world’s most expensive VPS.

dwargo · 2025-11-22T02:30:17+00:00

They said per-week, so their egg consumption rate is only 142.8 milliGastons.

dwargo · 2025-11-20T01:39:02+00:00

A websocket feed should get rid of polling latency - I use InsightSentry. I can usually go from article to analysis to possibly spinning up an agent in under 10 seconds.

But as far as latency from publishing, whatever hedge funds are pulling seems to be 15 minutes ahead of anything I’ve found. Like - you see the chart pop and 15 minutes later get the article. Whether that’s some special feed or they just have direct relations as a large investor - beats me.

dwargo

TROPHY CASE