🤫 The Master Class · Part IV of VII · Open to everyone

Signals & the
Overlay.

10:37 · the machine meets the crowd · narrated by Leo

The mathematics meets the market. We read emotion, not direction: Wilder's RSI is an EMA with effective span 2n−1 = 27 — a 27-week memory on weekly closes, so the gates are structural, not twitchy, and we read the last two prints, not one. On top sits DNSA — do nothing first; most days, for most names, the correct action is none. Then the two symmetric engines: sell-the-wall (a call ladder ITM/ATM/OTM on ≤ 30% of a holding, delta-governed, ≥ 70% keeps full upside, rolling forever at ~80% captured) and the synthetic long (cash-secured puts that either pay us to wait or convert to ownership at our price). The ladder is a constrained integer program — and we deliberately refuse the raw optimizer's vertex to protect the fat tail. And every short option is marked at fair value, never intrinsic — the conscience line.

The seven-part arc

~105 minutes, all the way down — building it, running it, and using it to manage permanent capital.

I
The Thesis & The Two North Stars ▶ Watch
Permanent capital, Simons × Munger, weight as cash, never overpay.
II
Mathematics I — Brownian Motion → the Closed Form ▶ Watch
We derive Black–Scholes from the SDE; the drift μ simply disappears.
III
Mathematics II — The Greeks, the ★ Identity, Implied Vol ▶ Watch
Δ = Φ(d₁) proved; vega's wings; bisection over Newton.
IV
Signals & The Overlay ▶ Now playing
RSI as a 27-week EMA, sell-the-wall, the synthetic long, the ladder LP.
V
The Engine & The Citadel ▶ Watch
Constitution-as-code, Iron Rules, the 22% reserve, the ratchet.
VI
The Scientific Method at Scale ▶ Watch
The wind tunnel, the independent auditor, publishing our mistakes.
VII
Running Client Capital ▶ Watch
Wire to invested, the cockpit, risk tiers, the IRR objective, the oath.

The Aloha Machine · The Master Class — training & educational content, open to everyone. Fund A is pre-launch; every figure shown is hypothetical and model-derived (SEC Rule 206(4)-1) and does not predict results. No roster or weights are shown. Not an offer to sell or a solicitation of an offer to buy any security. Leo is a fictional AI presenter; the voice is AI-generated — not a recording of any real person. 🤫 AlphaAlohaOS · Alphabets 27 · hushh