otherwhere
@otherwhere.bsky.social
Retail investor - primarily p123 fundamental quant approach for filtered ideas, musician, No Man's Sky, guitar, diet mountain lightning.
Curious, how much info is AI being given to make a decision on? Can you tell if it knows what the stats mean?
October 13, 2025 at 6:55 PM
Curious, how much info is AI being given to make a decision on? Can you tell if it knows what the stats mean?
I feel like there's value in price behavior too though? Esp value traps.
October 13, 2025 at 6:50 PM
I feel like there's value in price behavior too though? Esp value traps.
Is this Yosemite? Inspiring view.
October 8, 2025 at 1:24 AM
Is this Yosemite? Inspiring view.
that would be tulips ;-)
September 23, 2025 at 10:57 PM
that would be tulips ;-)
Didn't realize it was that bad. thanks
August 9, 2025 at 8:17 PM
Didn't realize it was that bad. thanks
My guess: slower cloud growth than competitors and tariffs (imports are large # of sku and they invested heavily in supply chain during covid period in particular)
August 4, 2025 at 5:00 PM
My guess: slower cloud growth than competitors and tariffs (imports are large # of sku and they invested heavily in supply chain during covid period in particular)
Peter Lynch wrote about this as well. Also about buying something back at higher price than he sold it.
June 27, 2025 at 12:47 AM
Peter Lynch wrote about this as well. Also about buying something back at higher price than he sold it.
Hi Helene, may I ask how many of these charts you keep manually like this? How much time per day do you spend charting? just curious, thanks. I do spreadsheets and fundamental stuff, but it does seem manual entry helps me see things that automation does not.
June 11, 2025 at 4:44 PM
Hi Helene, may I ask how many of these charts you keep manually like this? How much time per day do you spend charting? just curious, thanks. I do spreadsheets and fundamental stuff, but it does seem manual entry helps me see things that automation does not.
Ended 83%, both SP and Nasdaq
May 28, 2025 at 2:38 AM
Ended 83%, both SP and Nasdaq
Would two planes, front and back of plate, with either being sufficient be sufficient for strike? (Like a big hook maybe miss the strike at the front of the plate, but catch the zone at the back of the plate?) Or do you just go with a plane either at front or middle of plate and call it a day?
May 26, 2025 at 10:06 PM
Would two planes, front and back of plate, with either being sufficient be sufficient for strike? (Like a big hook maybe miss the strike at the front of the plate, but catch the zone at the back of the plate?) Or do you just go with a plane either at front or middle of plate and call it a day?
I'm sick of how many great positions that I got shaken out of leading up to and during the tariff thing. Thing is, not clear to me if I made the wrong decision except in hindsight, but def got to watch them leave home without me on the rebound. Not sure how to evaluate.
May 14, 2025 at 8:06 PM
I'm sick of how many great positions that I got shaken out of leading up to and during the tariff thing. Thing is, not clear to me if I made the wrong decision except in hindsight, but def got to watch them leave home without me on the rebound. Not sure how to evaluate.
I've learned it's dangerous for me to borrow investing ideas. Best if ideas arise organically from the process.
April 24, 2025 at 5:01 AM
I've learned it's dangerous for me to borrow investing ideas. Best if ideas arise organically from the process.
We use Zevo wall plugs to catch flies in the house and they work well.
April 19, 2025 at 4:04 AM
We use Zevo wall plugs to catch flies in the house and they work well.
I don't understand how to invest in this type of environment.
April 9, 2025 at 7:12 PM
I don't understand how to invest in this type of environment.
ha! I was thinking "I think your Thursday was much better than mine" ;-)
April 4, 2025 at 8:19 PM
ha! I was thinking "I think your Thursday was much better than mine" ;-)
Reminds me of your pinned tweet ;-)
March 17, 2025 at 11:42 PM
Reminds me of your pinned tweet ;-)
early wsj number is 90.9% upvol on nyse at close
March 14, 2025 at 8:25 PM
early wsj number is 90.9% upvol on nyse at close
There are several I like to read who only post on twitter, and there's not as much content here, but I'm finding it easier to go days without checking twitter. Network effects are powerful, but value seems to have diminished considerably.
March 10, 2025 at 6:09 PM
There are several I like to read who only post on twitter, and there's not as much content here, but I'm finding it easier to go days without checking twitter. Network effects are powerful, but value seems to have diminished considerably.
At certain scales companies like MSFT and AMZN become responsible not just for themselves, but for the ecosystem as a whole, leaving meat on the bone for others to participate in and strengthern their ecosystem rather than squeeze all the juice.
March 5, 2025 at 7:49 PM
At certain scales companies like MSFT and AMZN become responsible not just for themselves, but for the ecosystem as a whole, leaving meat on the bone for others to participate in and strengthern their ecosystem rather than squeeze all the juice.
I appreciate data posts like this one. thank you. this (along with light vehicle) always updates alot slower on FRED
March 4, 2025 at 8:09 PM
I appreciate data posts like this one. thank you. this (along with light vehicle) always updates alot slower on FRED
For market perspective.
February 25, 2025 at 8:31 PM
For market perspective.