In fact, after I posted the above, I was going through my side of the book. All of this, is why we run our own stuff with diversified strategies....
So this morning with the run-up ... we re-adjusted the Spread. Sorta beautiful the way it's working out, as it allows us to demonstrate the...
Its just ... Weird. Its like they are a bunch of weird high school girls or something, giggling in the background when the State Records...
ROFLOLPMP O M G I do believe, that I have started some sort of weird, groupie Club? I just looked at the original post you were quoting from....
Well, first of all actually the guy that I was talking about earlier, his name is Ron. Second, I have no idea what you're talking about as far as...
Like just sell em out naked? That's just as viable as well. Sometimes I worry that ones see a "model" like this one, and as many times as I say...
Then we must agree to disagree on the idea of being "dumb". And nothing wrong with just selling spreads. As you know, I've said many times there...
Alright, we are still going to sell a spread in this environment (note, that will not always be the case ... in other words, we may not sell them...
Completely agree with @Specterx Articles like that usually take different valuation folks, doing varieties and a mish-mosh several approaches to...
Which from what I've seen of many companies? Especially in Finance? Is probably exactly what happened. LOL Our's is pretty simple. We just...
Really? Now you have me curious. Have you found FundSeeders metrics off? Remember, that's the ONLY reason we're using it. Is just a double...
But then again, we just started using Jack Schwager's service (Fund Seeder). We don't use it for finding Seed Money ... since that's not what...
Yeah, there is. There are entire Research Papers out there, on what should be used for the RFR. Arguments even. Myself? On the RFR, I tend to...
It's a good question, but it can be compiled off of whichever data you wish. The main thing will always having 5 years of data, to begin to...
Holy crap ... I just realized something, from something that chef said. Just sorta hit me out of the blue. 'Chef mentioned something about being...
Exactly
That's fascinating. 23 years in the business, and I just met my first individual that was in OTC Power and Energy, from the Purchaser side, back...
Oh one other thing. We use Sharpe? And I agree with all of your comments on Sharpe. But we also use Sortino, and prefer Sortino. Why? Because...
I'd agree with you almost every point. I would add one caveat. Objective. For instance, you can design an entire Program / Strategy? That...
Just be careful of something my Grandmother used to like to say. The best liars? The very best of them? Tell a whole lot of truth ... Or maybe...
Separate names with a comma.