Duke of Waffles

What would you look for in the volatility profile if Weikoff distribution was coming to an end?

How do short/medium/long bonds react to their respective currency strength? Are we seeing the same thing happen in Japan as the US or other countries?

I created a really subtle but weird graph paper that lets me group things and kinda go chaotically. I dunno if it helps but it’s definitely different.

The new maxi gun is one of the best feelings I’ve ever experienced in video games.

So is this the same reason as to why the SOFR rate is so well above the IORB?

My friend and I had lots of stupid fun with this when we were young!

My prototype cards for the Break Fast Tournament. Sure I don’t know who prints transparent tarot cards, but that’s a problem for another day. I love my goofy Sausiers 🎲✂️

After many attempts, the Break Fast prototype has finally been approved to proceed past the friend test level. What an exciting time!

I get confused as it always seems like there are so many mixed signals. Joblessness is down but so is participation at least compared to pre covid. Is this AI efficiency?

Look of disappointment

Broblin the Groblin.

Cat half in and half out of the bag sort of situation.

A big cat fitting into a small box.

Mood

Was able to get relax to some painting. #boardgames

Any news on why UST are selling so hard? Is it retaliation, Japan having issues, recession scares with DXY, or something else?

Just a fun post showing SPX options prices each morning at spot during the big drop.

Would you happen to be talking about today when the market jumped 8% (about a trillion dollar bounce) because they misheard bad audio from a Trump admin call…?

SPX 4850 is the line in the sand.

Futures at -4%, that’s pretty much the ball game. See everyone on the other side, this is about to get nasty

Update on that Covid crash vs now chart…

But it is not this day!

Fun odd similarity, Feb 2020 and 2025 exhibit similar odd gappy/jumpy index action. Crashes only occur after options expiration… like today. Extremely low odds, but still interesting

Other than ISS Vanguard, I’ve never seen a binder used in a game. A spiral binding would look cleaner for a finished product, but a binder would fit the vibe I’m going for

Finally cut some things and the flow is nice 🎲✂️

I love being a fire safety officer who is really good at identifying sources of fire, mainly me

Always love SUSD videos, and this helps in a tough week. But I gotta ask, why no mention of Glass Road, the game this is a sequel to?

If this is from a Federal worker, the TSP G fund monthly return averages out bonds of 5+ year duration each month. So it's pretty unique in its ability to adjust to things like inflation. I agree its not the same return as stocks, it has some good uses but is not available to everyone.

Interesting, I have t heard of that game yet. I’ll have to look into it then

Right, but we haven’t had a Gloomhaven sort of game that was a rogue light. Board Games like are either siloed into slay the spire sort of campaign, or Bloodbourne style death moves a tracker but it’s still baked into an entire “session”

I was wondering how you could incentive restarting in a board game. Normal video game design dictates you need a fast restart and a longer runs are often due to lucky combos. For board games, it’s a pain to reset decks and everything