quantpoetry

Physics and Financial engineering. Trying to fit round numbers into square matrices. portfolios analytics, professional highlighter.

[quantpoetry @Fitzdaf]

@CliffordAsness A poll to see who read the whole thing

[quantpoetry @Fitzdaf]

@RelentlessTJ Out of curiosity have you looked at what your daily pnl correlation is with the s&p500?

[quantpoetry @Fitzdaf]

@EconomPic Also there is path dependency because you took on 25x+ leverage initially so depending on the speed of prices decline and the equity in the home during the housing price collapse you may have gotten stopped out when prices hit rock bottom

[quantpoetry @Fitzdaf]

@EconomPic That might be true but your model of the world involved housing prices falling 60% and you believe that in that scenario there would not be a repricing of rents.

[quantpoetry @Fitzdaf]

@therobotjames @Citrini7 This feels like the right attitude

[quantpoetry @Fitzdaf]

@o_wutang Absolutely nothing, unless it’s crow season in which case ponder the evil that has taken hold in the city. Jk, Lots of nice hikes within an hour of there

[quantpoetry @Fitzdaf]

@commonsense5757 @CliffordAsness you think black rock and vanguard own everything, huh? have you looked up who owns vanguard? They’re the real puppet masters ;)

[quantpoetry @Fitzdaf]

@CliffordAsness Good companies try to Monetize their customers, great companies try to monetize their investors

[quantpoetry @Fitzdaf]

@IDrawCharts @GaryGensler That seems unrelated to the rule. Is it?

[quantpoetry @Fitzdaf]

@o_wutang I will not betray my faith and lie about my title. I am the head of Ferrari’s race strategy.

[quantpoetry @Fitzdaf]

We won’t be able to close the book on this until an nft of this tweet is bought by Kenny G at auction for $3b after outbidding a group of retail investors

[quantpoetry @Fitzdaf]

@MartinShkreli @DeepDishEnjoyer @macrocephalopod Appreciate hearing the insight from a subject matter expert like you…

[quantpoetry @Fitzdaf]

@YourFriendKyle_ I reduce to look a a keyboard so I will never know what any of these people are talking about

[quantpoetry @Fitzdaf]

@telmudic Referring to crm’s post

[quantpoetry @Fitzdaf]

@telmudic Did this person confuse the slope coefficient with correlation?

[quantpoetry @Fitzdaf]

@ArmandDoma A lot of financial professions should be in this list

[quantpoetry @Fitzdaf]

@arthur_spirling Perhaps this is an unpopular opinion but just because one subject is the basis of another does not mean it should be taught first. I think it might be more intuitive to start with stats to provide genuine motivation for learning calculus (learning p values)

[quantpoetry @Fitzdaf]

@ONAN_OUS @RobPFlemi I’m curious to hear more about this too