Daal's Recent Activity

  1. Daal replied to the thread LFIN and "shorting to zero".

    Yeah, it sounds like there might be some legal issues around that

    Apr 20, 2018 at 9:23 AM

  2. Daal replied to the thread LFIN and "shorting to zero".

    Its possible to exercise the puts right? If so, its probably a good idea to do so. The only question is how low a strike would it make...

    Apr 20, 2018 at 7:35 AM

  3. Daal replied to the thread Global Macro Trading Journal.

    https://www.bloomberg.com/news/articles/2018-04-19/top-recession-indicator-makes-a-lousy-sell-signal-for-stocks?utm_source=twitter&cmpid%...

    Apr 20, 2018 at 5:50 AM

  4. Daal replied to the thread Global Macro Trading Journal.

    If I lived in San Francisco and could meet with ICO founders and could see the great deals first (instead of last, like its happening...

    Apr 19, 2018 at 2:49 PM

  5. Daal replied to the thread Global Macro Trading Journal.

    This is similar to the Dalio principle that instead of buying illiquid alternatives to an investment (say private equity, instead of...

    Apr 19, 2018 at 2:45 PM

  6. Daal replied to the thread Global Macro Trading Journal.

    So as an invesment, I think they make little to no sense but as an speculation I think they are just inferior to the alternative which...

    Apr 19, 2018 at 2:30 PM

  7. Daal replied to the thread Global Macro Trading Journal.

    The big issue is that when VCs give $10m-$20m (what a typical ICO can raise) in an equity invesment (tipically a Series A or B) they...

    Apr 19, 2018 at 2:26 PM

  8. Daal attached a file to the thread Global Macro Trading Journal.

    With regards to ICOs, I have been changing my mind on it. After getting more experience and knowledge with regards to angel investing...

    upload_2018-4-19_15-16-50.png Apr 19, 2018 at 2:18 PM

  9. Daal replied to the thread Global Macro Trading Journal.

    There is still some smart people that believe in that CAPE method and similar mindsets. I actually got in an argument on twitter with...

    Apr 19, 2018 at 11:07 AM

  10. Daal replied to the thread Global Macro Trading Journal.

    You bring up great points, these points seem to have one thing in common, they embedd some sort of expectation for the future. In my...

    Apr 19, 2018 at 7:49 AM

  11. Daal replied to the thread Global Macro Trading Journal.

    I posted some backtests here https://www.elitetrader.com/et/threads/yales-risk-adjusted-returns-not-so-superior-firm-argues.320326/

    Apr 19, 2018 at 6:33 AM

  12. Daal attached a file to the thread Yale’s Risk-Adjusted Returns Not So ‘Superior,’ Firm Argues.

    I read the research, and it doesnt seem to be all that great They used 2003-2017 data to measure the Ivys performance. 2003 was the...

    upload_2018-4-19_6-25-18.png upload_2018-4-19_6-33-23.png upload_2018-4-19_7-16-20.png upload_2018-4-19_7-17-16.png Apr 19, 2018 at 6:30 AM

  13. Daal replied to the thread Chances are that your address, name, date of birth and other info are out there on the web.

    Putting your email in that site to check for compromising events is pretty much harmless. Do you get a lot of spam? That means that your...

    Apr 19, 2018 at 4:30 AM

  14. Daal posted a new thread.

    Chances are that your address, name, date of birth and other info are out there on the web

    https://haveibeenpwned.com/ these breached databases are out there for anyone to take a look at. scary

    Forum: Backup and Security

    Apr 18, 2018 at 11:16 AM

  15. Daal replied to the thread Global Macro Trading Journal.

    " There were a number of vulnerabilities in Balina’s security which he admits were the cause of the hack. His main email account was...

    Apr 18, 2018 at 10:45 AM
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