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Kris Abdelmessih
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The option arbitrage stuff via yesterday's poll, @DeepDishEnjoyer dividend, and the silver early exercise post has spawned a bunch of chats on TL & DMs. Seems to be a lot of people screwing with options but missing fundamental education. Another first-principles type example:
dividend screwing poll
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19 September
President of the United States, the 45th from 2017 to 2021 and, as of 2026, the 47th; before politics a New York property developer who ran the Trump Organization, and the host of The Apprentice from 2004 to 2015.
Many people think that the words “Artificial Intelligence” are inaccurate, and very ineloquent, relative to AI, or Artificial Intelligence. A far more elegant and accurate description of this new phenomena would be Superior Intelligence (SI) or, Extreme Intelligence (EI) or, Supreme Intelligence (SI). This is a Poll, and I would appreciate everybody voting! Which is the best name for this ever growing “Revolution?” President DONALD J. TRUMP Related
17 September
Former options market maker who writes Moontower, a newsletter on trading, volatility, decision-making and how to think about risk outside markets too.
Smart followers. Would love to see the same poll run on some other timelines. Quoting @KrisAbdelmessih Interest rates are 0, no dividends, stock is at $100. Assume 1 year to expiration. What is the maximum fair-value of the $100-strike straddle? If the straddle trades at its max value, what is the straddle’s delta? Related
14 September
Writes jvns.ca, turning "hard and scary" topics — networking, debugging, Linux internals — into plain explanations and hand-drawn comics. Publishes Wizard Zines, illustrated programming zines. Software developer based in Montreal.
poll: to look up the official documentation for "git pull", would you use: (you can pick more than one) documentation Related
12 September
Economist and Nobel laureate. Wrote a New York Times column for 25 years until December 2024 and now publishes several times a week on Substack.
Their words
the more that we see actors looking to weaponize without any very good maps of how and what they are doing or what kinds of unexpected repercussions might happen, the more we can expect not simply increased risks of tension and worry, but also people screwing up, doing dumb stuff.
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paulkrugman.substack.com
11 September
Economics professor at George Mason University and author of The Myth of the Rational Voter, Selfish Reasons to Have More Kids, The Case Against Education and Open Borders. Writes Bet On It.
$5k dividend offered. https://t.co/E9imr7zr2A doesn't move. Related
4 September
Writes jvns.ca, turning "hard and scary" topics — networking, debugging, Linux internals — into plain explanations and hand-drawn comics. Publishes Wizard Zines, illustrated programming zines. Software developer based in Montreal.
poll: when you copy config files (or other important files) over SSH to a server, do you: Related
3 September
Forecaster, founder of FiveThirtyEight, author of The Signal and the Noise and On the Edge. Writes Silver Bulletin, where the predictions come with numbers and the numbers are later checked against what happened.
31 August
Technology writer and podcaster; former Macworld editor-in-chief, writes Six Colors and hosts podcasts on Relay FM and The Incomparable.
Congratulations to alix e. harrow for winning the Hugo for best novel and also, in a slightly less distinguished award nobody should care about, the Incomparable’s annual poll for our favorite Hugo/Nebula novel nominee. theincomparable.com
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25 August
Web standards author and speaker; wrote the CSS: The Definitive Guide series and co-founded the An Event Apart conference.
Pronunciation poll! Which of the following is the closest to how you pronounce “sherbet”? Related
21 August
Writes jvns.ca, turning "hard and scary" topics — networking, debugging, Linux internals — into plain explanations and hand-drawn comics. Publishes Wizard Zines, illustrated programming zines. Software developer based in Montreal.
poll: do you prefer examples with: (you can pick more than one, trying to think about what my opinions are about the use of placeholders in examples) EDIT: please no more comments about the official recommended values for ip addresses and hostnames in documentation, try to think about that as a separate question documentation Related
Writer and former Substack product manager; publishes essays and interviews on technology, culture and China at jasmi.news.
18 August
Writes jvns.ca, turning "hard and scary" topics — networking, debugging, Linux internals — into plain explanations and hand-drawn comics. Publishes Wizard Zines, illustrated programming zines. Software developer based in Montreal.
poll: when you first learned linux/unix, did you use (you can pick more than one): (not looking for extra details right now, I'm just reflecting on the role of "free internet resources" recently) Linux Related
20 July
Political scientist and Baptist pastor; writes Graphs about Religion, charting American religious life from survey data.
8 July
Journalist and author of The Art of Noticing; writes the newsletter The Art of Noticing (TAoN) on attention, creativity and the everyday.
1 July
Programmer; wrote Extreme Programming Explained and Test-Driven Development, signed the Agile Manifesto, and writes Tidy First?.
Their words
It's not always pleasant. It's not a pat you on the head and you're going to be fine. It's a It's a don't like no, you're screwing this up. Go try this thing. Tell me how that works. Oh, you didn't try the thing. Oh, you don't want to work on this? Okay, we're done. Quite uncompromising. uh I say coaches are are there to identify and induce productive discomfort
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youtube.com
20 June
President of the United States, the 45th from 2017 to 2021 and, as of 2026, the 47th; before politics a New York property developer who ran the Trump Organization, and the host of The Apprentice from 2004 to 2015.
POLL: ICE has been abused by the Fake News Media at levels never seen before. They are Great Patriots who work hard, and do a fantastic job in a very hostile environment. Much of this hostility is caused by the Dumocrats and the Fake News. The concept I have had for quite some time — A strong feeling that the name of these Patriots, “ICE,” should be changed to, “NICE,” in that it will totally discombobulate Crooked, Dishonest, and Unpatriotic Reporters and Journalists. For them to say, “We went to a NICE Facility today,” as opposed to “ICE” or, “NICE Agents have deported a Violent Drug Dealer… Related
30 May
Indian value investor who taught Behavioural Finance and Business Valuation as an adjunct professor at MDI Gurgaon. He writes the Fundoo Professor blog about investing, moats and mental models.
A cheap stock without a catalyst is a value trap plus a prayer for a bull market. (That is chasing beta) https://t.co/0XrAuqYqhz The most common catalysts are earnings growth when combined with very low P/E multiples plus a high dividend yield. Doesn’t happen very often but a setup like this must result in stock price appreciation otherwise the yields start exceeding bond yields which by themselves are catalysts for re-rating. There are many other catalysts based on developments inside the company (corporate actions) or developments in markets (eg increase in free float, inclusion in an index… Related
29 December 2025
Pen name of the Canadian-American writer behind mrmoneymustache.com, a blog on frugality, early retirement and index-fund investing that has run since 2011.
This was the first year in a long time that the US stock index (VTI) got trounced by International stocks (VXUS). I was shocked by this difference: VTI: +18.6% VXUS: +33% (!!) This was good for my @Betterment account, which holds about an allocation of non-US stocks and has thus lagged a US-only portfolio for a while. Even after this run, VXUS is much cheaper, trading at a P/E ratio of 17 (and paying a 3.6% dividend) versus our ~27 ratio for the US index which a paltry 1.1 dividend. Will the outperformance continue in the coming years to help these two competitors even back out? Historically… Related
10 October 2025
Pen name of the Canadian-American writer behind mrmoneymustache.com, a blog on frugality, early retirement and index-fund investing that has run since 2011.
I'm overdue for a @Betterment experiment update, but I really like these monthly emails. None of my other brokerages does it nearly as well. Also: Wooohoo to my dividend income alone having surpassed my $1000/month auto deposit! This is where your wealth really becomes a Snowball. Related
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