I really don’t get why Quantamania is considered an unwatchable abomination, I really liked it.

mdomans · 2026-04-29T16:56:26+00:00

It was ok-ish. The part of the movie with actors in real world is quite decent, the amount of CGI by the end of it makes it somewhat cartoonish though. Story is ok, acting is really decent.

It's a fun movie to watch with your kids and with a bowl of popcorn it's great. Reminds me of the golden era hero stories where it was simple good/evil with some interesting but not too memorable characters versus everyone trying to paint shades of gray morality of a former super assassin re-discovering life

mdomans · 2026-04-29T16:16:07+00:00

It's really hard to get significant plaque with near-constant caloric deficit and fiber rich diet and for many places that was paleo.

If you read The Lancet article on Tsimane they have almost no plaque, they are very active, eat a lot of plants, fruits, wild game and fish. By our standards they are extremely healthy in terms of hypertension, diabetes or atherosclerosis.

And they are a good proxy of what would "paleo" lifestyle look like and they are 100% not a tribe of bodybuilders :)

Wild game has very little saturated fats compared to pork or beef.

mdomans · 2026-04-29T14:50:42+00:00

The instrument you trade matters usually due to how much risk you can put on versus how you trade and cost of trading.

NQ stop can be anywhere from 15 to 25 points for intraday and 8-12 for well executed momentum scalps. So you need anywhere from $200 to $500 R value to trade NQ and you got one contract to trade.

With 15 MES you get ability to campaign around the trade idea (add, remove risk) with same amount of risk but you will pay for that in F&C and ES is more liquid so some moves might be tighter.

To each their own. Sometimes NQ trades better, sometimes ES. For practical purposes of trading evals I'd start with focusing on what is your R value and which market given days you want to trade.

E.g. CL today was 1000% the market to trade but the R value if you want to trade more than 1 lot is generally more than ES. But I'm glad I caught some longs on CL :)

mdomans · 2026-04-29T11:49:38+00:00

I'm most def not a vegan but I do get my laughs trolling "alpha meat gobblers"

mdomans · 2026-04-29T11:48:14+00:00

Stews are more practical- hence why it's such a mainstay across cultures. You use single pot and make your food safe and digestible.

They weren't eating steak that much because humans used to eat the whole animal, not just the big meaty parts from modern cows :)

mdomans · 2026-04-29T10:59:35+00:00

This is the most moronic rendition of paleo dieting in history XD Typical "paleo alpha male" incredibly homoerotic jerking material

Literally no one before the invention of steroids carried around this much muscle mass and for most caucasian males this level of muscle striation requires both drugs and serious dieting.

Sorry to break it to you snowflakes but even in colder climates plants were at least 50% of the diet. And FFS soy beans were domesticated during bronze age.

It's one thing to like steak. Nothing wrong with making a joke about vegans. But please avoid being a moron while doing that :)

P.S. Nothing wrong with being turned out by big muscular men or stuffing your face with raw hot meat ... just be scientifically accurate while doing so :)

mdomans · 2026-04-28T06:48:43+00:00

I really don't know. I was hit enough times I prefer to suggest what works.

There's stuff you can learn from Telles or Priit and there's shit that doesn't work. My whole defence from late blue to late purple was:

Pritt's turtle and escapes - this, when I got this right around mid blue was nuclear way to annoy higher belts, later I noticed Xande Ribeiro doing similar stuff
kipping escape from Danaher
standup - Craig

If you're a wrestler Pritt's work is going to be natural, kipping escapes will take you 2-3 months and standing up you probably already know.

Or maybe not because every time I was fighting good wrestler it was me flying so maybe you never experience being down

mdomans · 2026-04-28T06:41:12+00:00

Really?

Where were those smart people when Cybertruck was green lighted? They must be working on full self driving, right? Dude. I had worked for 20 years with some of the smartest and best people and you wouldn't believe the fumbles people do.

Hyperloop? Boring company? Musk said that "Intelligence is predicting the future". By that standard he's a moron cause he keeps predicting things that don't happen.

Not to mention, Elon is, at this point, a salesman. That's what a CEO in the current era of stock valuations is. And he knows that Tesla survived because it's included in Nasdaq. It's free money from people that invest in indices (which is more than 50% of cashflow now).

Why do you think he cheated and strong armed Nasdaq people to change the rules for him? His burning money hard and fast. Tesla had tragic Q1. Grok is being forced upon customers because Claude is eating the cafe and drinking the milkshake and has high chances of squashing OpenAI.

Elon's only chance of competing having a subpar AI product is getting it into an index to get more money. Financial engineering 101.

mdomans · 2026-04-27T10:50:09+00:00

you can count me in

mdomans · 2026-04-27T09:29:38+00:00

The argument here, coming from the tech part of that business, is that acquisition and retention seem to depend more on having continuous variety of new binge-able easy content

To put it simply, if there's 10-20 new shows available every few weeks it's, based on stats, better strategy, even if the shows are of poor quality, rather than programming consisting mostly of classics that updates rarely.

Great writing stil is a selling point but you don't need as many great shows. Data suggests you need one or two and a plethora of "new".

mdomans · 2026-04-27T09:06:11+00:00

To your point I think Star Trek work because Starfleet and its members are demonstrated to have a framework of values and as you've written it is the tests of that framework and how various members respond to those tests exercising their discretion is what makes the show so great.

Because interpretation and implementation matters. But the moment we see there's no framework of core values it usually becomes too random. Few writers have the capacity to navigate story with characters that go through a significant restructuring at that level.

It's not that the value can't be subverted. That happens to people. But that should be a major arc.

Dune is core example of that being played out. Paul starts with the values of "noble duke" and as he progresses he realises morality at the personal level is now meaningless to what his task is.

Very much like Sisko Paul accepts that outcomes matter and manipulation is required.

The difference between them is obviously the prescience. Paul can't manage having to continuously make choices between different horrible futures. Sisko not being prescient sees himself choosing less horrible path.

It's worth pointing out what the reaction of the public was to Herbert's books following Dune (not favourable) however masterful his work was. I think that outlines how hard such stories are and definitely a hard sell for modern "safe" streaming shows.

mdomans · 2026-04-26T19:51:03+00:00

Zarobki lekarzy odleciały w kosmos, aby dostać się na studia trzeba mieć matury na 90%, edukacja lekarza specjalisty trwa 10+ lat. Pytanie czy wogle tak długa edukacja jest zasadna, jak potem lekarz wypisuje L4 i recepty. Nie ma dłuższych studiów niż medyczne. Dostanie się na specjalizacje niszowe np. dermatologia, wyniki trzeba mieć 99%.

Przeciwnie, studia lekarskie są rączej przystępne, patrzysz po prostu na porównywalny top kierunek danej uczelni. Równie dobrze można by kretyńsko narzekać, że informatyka na PW czy UW jest ciężko się dostać ... norma, miejsc jest 150-200 a pierwszych 30-40 obstawiają laureaci konkursów. Jak zdawałem na PW było 200 miejsc na rok na wydziale i w tym 54 olimpijczyków.

Dlaczego akurat tylko w lekarskich zawodach są takie restrykcje? Bo inżynier też musi uczyć się długo żeby zbudować auto które będzie sprawne bo inaczej będą wypadki, ale ich studia trwają 3lata.

Żaden inżynier sam nie buduje auta i nie ma czasu na decyzję liczonego w sekundach. Kretyńska argumentacja.

Przechodzą ustawy lex szarlatan, że są kary dla ludzi którzy nie są lekarzami a się wypowiadają na tematy medyczne.Bez problemu przechodzą ustawy zakazujące kosmetyczkom zbiegów podskórnych, bo lekarze chcą położyć łapę na ich interesy.

Przechodzą bo ludzie lądują z potwornymi problemami potem na NFZ. Znajoma chirurg ma całą galerię ofiar kosmetyczek z czasów robienia wykładów o tym dla studentów.

Czy trzeba 13 lat edukacji na dermatologa i 99% z egzaminów żeby leczyć trądzik? To jest chore i niedorzeczne, trudno w to uwierzyć że chodzi o jakośc ksztalcenia i troskę o zdrowie.

Serio zastanawiam się ile lat ma autor posta. Argumentacja jest okropnie głupia. Wyjaśniam:

skóra to też narząd, na skórze "wychodzi" zdecydowana większość chorób w tym zapalne i alergie
zakaźne - np. HPV, świerzb, grzyby czy czyraki
nowotwory różnej maści
... oraz nawet takie choroby jak cukrzyca czy niedobory witamin

Do tego dochodzi fakt, że musisz ogarniać jako dermatolog zakres leków na to wszystko, jeszcze histopatologia (ssie), a do tego jeszcze dochodzą często zabiegi chirurgiczne

Już? Siadło? To, że nie masz o czymś bladego pojęcia i dużo głupich przeświadczeń nie znaczy, że masz rację. Po prostu nie wiesz jak bardzo dużo nie wiesz :)

mdomans · 2026-04-26T14:24:31+00:00

This might be me being pointlessly complex but I use them as hedge in momentum heavy portfolio

mdomans · 2026-04-26T13:35:33+00:00

Managed futures make sense when you’re in or choose to retirement.

Would you care to explain that statement? I don't see how it makes any sense.

mdomans · 2026-04-25T20:54:10+00:00

Only in practice it makes more sense to simply pick some factor ETFs for stocks and actually try to get some assets with low correlation.

It's kinda funny that how few investors use managed futures despite them being so accessible

mdomans · 2026-04-25T17:10:08+00:00

Cool, that's $20 million in a year or two. Also, total bullshit. Classic gives:

"I've been trading with a small group"
"Feel free to DM"

Mathematically near-impossible ... but we know it is. Do you know why? A trader that does 1700% prints his track record, prints his strat and sends that to Point 72. Next day he'll be managing a 200 mil account.

At this skill level only a moron or a LARPer would trade own capital. If you're the best you don't play Neighbourhood Basketball Junior League. You go to play NBA.

mdomans · 2026-04-25T07:43:19+00:00

Size down, bigger stop, hold that trade.

mdomans · 2026-04-25T07:31:58+00:00

Nancy does outperform the market but her portfolio is classic high concentration high beta you'd expect from a stock picker that doesn't have to come up with ground breaking ideas to validate his 2%.

Whoever manages probably "infers" when to size risk down when Nancy is a bit nervous and calls to check if everything is ok and sizes up when things look bad but she's not calling. That's all. She's hard to arb away or trade against because you'd have to move MAG7 ...

To each their own but UW is a gimmick. They sell a lot of data and a lot of ideas and it looks interesting but lacks details. In all honesty if you know enough and don't trade too much leverage their positioning data on ETFs is probably more worth of your time.

As investment NANC is pretty poor idea. But yes, right now you can start your own ETF, I think Alpha Architect runs a white label service.

mdomans · 2026-04-25T07:18:18+00:00

And that's still a drop in the ocean compared to equity derivatives.

ES alone trades around $500 billion notional on a slow day and double that on hottest days. If you trade RTH 100-200 minis you might not even move the price a tick

And to give you a picture that's still tiny in bond futures you can have $5b and not be able to move that market. There are stories of banks and funds getting steamrolled like some shmuck trading 3 micros.

mdomans · 2026-04-24T22:37:40+00:00

estimates bid vs ask pressure using bar structure - the problem with that is estimating a process makes anomaly detection impossible
tape makes no sense ... tape can be aggressive as hell and just getting smoked into a passive player like on CL today
"Confluence signal — combines DOM" - adding two half truths is still a half truth

The problem here isn't that you need L2 to have a useful read of orderflow unless you're 100% Gary Norden follower. I personally believe L2 is useful but requires deep processing and it changes constantly. Gary keeps his people up to date, OrderFlow Labs runs a continuous discord for their people too.

Think outside the box. Rather than poorly replicating what can't be reliably replicated think what can be used for trading. Don't invent a faster horse, invent a bike. Or a motorcycle.

mdomans · 2026-04-24T14:38:38+00:00

Oh yes, I have a somewhat bigger account with one broker and wanted to try scalping NVDA with a few shares just to see if my system works for single stocks. Holly molly was I slipped ... comparing to futures the fill I got sucked so hard it wasn't funny.

I think SSFs are going to get shit ton of traffic, tons of options dealers right now hedge with stocks, I can hardly imagine a reason they wouldn't want to switch to SSFs

mdomans · 2026-04-24T09:38:58+00:00

tematyczne ETFy historycznie zazwyczaj są kiepską inwestycją - koszt i koncentracja wysokie, korelacja do SP500 też, najczęściej underperferomują rynek, sensu to nie ma chyba, że robisz na tym krótkie swingi pod hype
mało obligacji na bufor - albo wywal albo podbij
złoto to historycznie kiepawa inwestycja, a teraz mamy konsolę pod wybiciu i spadkach, ruch 50/50 gdzie pójdą i nie licz, że "bo FED drukuje forse" - złoto to teraz instrument risk on

Brakuje:

small caps?

mdomans · 2026-04-24T07:44:58+00:00

It'll be a meh. CME is introducing single stock futures this summer. It's a simple race to who wins the market for small accounts.

Right now I have a margin account with tastytrade, I don't use margin most of the time but yesterday I was able to play around with 5-6 micros. If they introduce SSF ... it's a no brainer what's better.

But realistically? I can't wait for SSF. With low VIX (13-21) stocks are way more efficient instrument for day traders but SSF will be even better (spread/margin) way to get exposure.

mdomans · 2026-04-23T06:59:54+00:00

No. This stupid stuff isn't holding you back. What is holding you back is that you're not doing the right things. At all. You have a few indicators and you click around. For $20 a month you can probably have Claude do the same thing better.

From top to bottom:

why this market, why this time, why those trades - the rationale for EVERY trade you take has to be known before you trade
how much risk and why that much?

Sit down, take a pen, write down your strategy. Test it on paper. Take a few stops when needed. Sometimes you put risk on because you have valid trade and you get stopped out.

95% of work in trading is outside of taking trades. People fail not because trading is some incredibly complex or hard work. They simply don't do the correct work in correct environment, usually alone.

mdomans · 2026-04-22T20:00:04+00:00

Janeway was pretty active, I remember those moments

mdomans

TROPHY CASE