Hey, I have an idea for you guys: instead of the whole "shoot the messenger" exercise you're indulging in, how about instead you guys put your...
Here's what I know: You have 2K+ posts and a single "like". It's not hard to see why. With brittle, cranky pedants such as yourself spreading...
It's Buffett. He's always good for a bon mot or three.
Oh my. You're a charmer. A little prickly, too. You must not be terribly sure of yourself. Your tenor is pretty classic: stentorian True Believer....
I glossed it. I concentrate on the essential. (You should try it sometime...) My essential point is that a mathematical anomaly that much out in...
Believe me, it's not as fun as it sounds.
I don't believe it. And neither does the SEC believe Karen Supertrader, as she's currently under indictment. You just keep humping that unicorn,...
The impressive thing is the lack of draw-downs out of the gate. Every system I've ever run begins with losses, as most smart algos narrow down to...
The don't brush it away. It's there. It's just in historical context. Obviously none of us are going to live 120 years, so if you were there, yeah...
Agree with most everything you wrote, except for the end-times fatalism. People who bet against humanity and its long-term march of progress have,...
I have to say that, on first blush, Karen's strategy is pretty superficial and numerically naive. Without disclosing too much, I can say that I...
Ouch. https://www.thestreet.com/story/13593247/1/karen-the-supertrader-s-winning-strategy-relied-on-fraud-sec-alleges.html
Dan Loeb, I think. The same guy who smoked him on a road-bike ride through the Hamptons. Ackman went out hot, then ended up bonking, big-time....
I like to study people who generate alpha. Dahlio clearly does that.
Nice post. Too bad it's pearls before swine.
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