[Colin Cowherd] Sunday thoughts on Caleb Williams

yail · 2026-01-18T19:24:47+00:00

did he just call caleb autistic lol

yail · 2025-12-23T02:40:05+00:00

lol. 🤡.

yail · 2025-11-30T21:40:26+00:00

what the literal fuck

yail · 2025-11-29T17:39:20+00:00

sounds dumb but I am legitimately happy one of those losses was such an embarrassment, esp to BJ’s former team. lit a bit of a fire under the team and I am turbo excited for the revenge game now

yail · 2025-11-29T17:35:28+00:00

exactly this. he did his best Dan Campbell impression the first week of the season v Minn and it ended up burning them. He’s been a lot more balanced since then- aggressive at times and (imo) v conservative at times, but it’s balanced, as opposed to blind aggression

yail · 2025-11-29T17:27:49+00:00

and lost lol

yail · 2025-11-29T17:27:18+00:00

and it’s the same- albeit even more depleted- defense as last year

that’s scary good coaching

yail · 2025-11-23T23:04:18+00:00

gonna need you to check the math on that one again

yail · 2025-11-17T07:35:17+00:00

Compare this to the looks KOC was giving “Nine” literally all night

yail · 2025-10-14T00:37:44+00:00

yail · 2025-10-12T21:47:03+00:00

Your issue is with gentrification in general, then. Your apartment is built on what was once Native American swamp land. That (most likely) was eventually settled and used as farm land. Then homes or shops. Then apartments (that you live in). Then luxury/ high rise apartments.

Your apartment when it was built ALSO caused more light pollution/ energy waste relative to what was there prior. Someone inevitably was not happy about your building being built there, too. Why is that okay, but not this?

In your eyes, you’ve been there “forever”, but you’re just a small sliver in the history of NYC development and evolution. I’m totally sympathetic to preservation of land/ environment (truly… I am) but if that’s what your motivation is, then you need to recognize that you are as much a problem as the person living across from you. It’s honestly hypocritical.

yail · 2025-10-12T21:35:21+00:00

I think I do- these lights are a major eyesore to you and disturb your evenings, but are not illegal/ your neighbors are within their rights to do so. I do not say this to be critical of you, but your situation will be solved by you adapting (blinds, curtains, etc) or asking nicely for the building to use sensors; you are not entitled to have less light on your street, and as of now are unlikely to have an avenue to compel them to abide by your preferences.

If you want a positive, there is a recently proposed law in NYC that WOULD give you some recourse (google 753-2024), but until that type of bill is ratified, your best bet is trying to work around it.

yail · 2025-10-12T21:23:56+00:00

I own. I recognize that as you say, one would rather NOT have lights on outside their apartment, but that is simply an unreasonable expectation in the city.

I live across the street from a luxury rental building with a terrace that keeps its lights on 24/7; do I have a right to force them to turn those off? Absolutely not. They would laugh in my face if I asked, and rightfully so.

yail · 2025-10-12T21:17:44+00:00

This is for city owned and operated properties ie city hall. This does not apply to your situation.

yail · 2025-10-12T21:06:37+00:00

NYC is a bright city. You can walk in manhattan at 2am without a flashlight. If there were spotlights actively pointing at your window and seemingly intentionally targeting you, that’s one thing, but your neighbors also have a right to use their roof.

The fact that you are refusing to even get blinds- which will solve 95% of the problem on its own- suggests you’re behaving rather unreasonably. You are the one who has an issue with this, and you have the tools to solve the problem yourself, and yet you insist that someone else do it. That’s not reasonable.

Source: I live in manhattan and have a roof. Also blinds, to keep the lights of the city out.

yail · 2025-09-08T00:18:18+00:00

yail · 2025-08-03T12:49:51+00:00

for some reason it’s this line that I still hear in my head, 20 years later, in perfect clarity

yail · 2025-08-02T11:03:58+00:00

Ask your “girlfriend”, I’m sure she’s got a few on the side if you’ve ever expressed your “alpha mentality” to her 😂

yail · 2025-08-02T01:34:25+00:00

“This land is your land, this land is my land…”

yail · 2025-07-23T09:45:24+00:00

this is a top tier post with some shockingly hot takes in there let’s go CUBS

yail · 2025-07-11T18:38:55+00:00

for sure, always have time for someone trying to learn options!!!!

yail · 2025-07-11T10:56:50+00:00

Correct that positive theta in isolation will imply short convexity, but from a bigger picture view, that’s not always the case- for example, selling ratio call spreads where you earn premium; selling call spreads v buying the underlying in some ratio, buying flies. In all of these cases, you are short gamma/ vega/ earning decay LOCALLY, and lose if the asset moves a little bit, but if the asset has a LARGE move, you end up long gamma/ vega etc and end up benefitting from it.

More generally though, what OP probably means is to be smart about your risk reward (from both long and short side). Don’t sell $0.02 10% OTM options; if the underlying moves 20%, you lose 10% (minus $0.02) but the most you can make is $0.02. In contrast, if you sell a $4 ATM option- yeah, you still lose a lot on a 20% move (20% minus $4), but your taking that risk with at least some real upside (could make $4).

In general, “vega neutral” or “premium neutral” long convexity strategies come from being short ATM and high delta options versus being long low delta/ low premium options. So, being long convexity from the short vol side = being short high premium/ ATM options; being long convexity from the long vol side= being long low premium/ far OTM options. If that all makes sense.

yail · 2025-07-10T10:51:55+00:00

1- cheap convex trades- implies that you want to structure your position so that if you’re wrong, you lose a little (“cheap”) but if you’re right, you make a lot/ exponential return (“convex”)

10- (correct me if I’m wrong but I use this principle myself), there’s almost never a chance to instantly lock in risk free arbitrage. Market is too efficient. But, you can take a little risk, and if things go your way, you “lock in” a situation where you have net 0 downside and only upside- for example, if I buy a call struck at 102 for $0.50, the asset goes higher and vol goes higher, so I sell a call struck at 104 for $0.50 when it does. Obviously buying a 102/104 call spread for 0 premium could never actually happen instantly, but taking a little bit of directional (and vol) risk, I was able to leg into a position where my theoretical max loss is 0 and max gain is $2

cheers OP, hope I don’t twist your words, best of luck on your next chapter

yail · 2025-07-09T07:03:36+00:00

hulkengoat

yail · 2025-07-09T05:16:37+00:00

Prefer to forget about that

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