James Sioud

Artefact Capital

[James Sioud @JamesSioud]

@nntaleb Angle from Niha cedar forest last week. Couldn’t resist hiking higher and higher.

[James Sioud @JamesSioud]

@gregoryblotnick Can't find the full letter.. but more of it here: https://t.co/Z1HuwD7MEi

[James Sioud @JamesSioud]

@GHadjia Even more impressive to love a stock you previously hated! A broken short is a great long, and vice versa

[James Sioud @JamesSioud]

@Noicewon11 Please DM me!

[James Sioud @JamesSioud]

@nickcrocker 🤢Reminds me of this article from 2017... wonder how it looks now. And this is on average... adjust for gender and socioeconomic skew, % of disposable income for certain groups would be massive.
https://t.co/4vJ7Jff0fR

[James Sioud @JamesSioud]

@rami_rizk Beautiful! How can I buy a print? I can’t find this photo on your website. If you have any photos of Niha (Batroun) or Ehden, can you please let me know? Thank you

[James Sioud @JamesSioud]

@RonShamgar @SteveSilver18 Hi Ron, can you please msg me as well? Thanks

[Dylan O'Sullivan @DylanoA4]

Nietzsche can hype you up

[James Sioud @JamesSioud]

@JohnHuber72 Impact is particularly high if equity markets are indeed inelastic (i.e. 1% increase in passive flows = 5% increase in asset prices: https://t.co/9qC5n8QzFa). Tough to fight the trend, passive buying begets passive buying (until it doesn't...)

[James Sioud @JamesSioud]

@nntaleb Interesting stuff. Have you read Sanford Holst’s book on the Phoenicians? Fascinating, but often speculative. Feels like all we have on Phoenicia post-Carthage is Roman propaganda.

[James Sioud @JamesSioud]

@MrQuick_ @GeoffWilsonWAM I believe @John_Hempton maintains such a list!

[James Sioud @JamesSioud]

Pretty cool seeing a photo I took up in Times Square! Way cooler the photo is of my awesome wife 😘

[Liv Sioud @oliviagrivas]

Many incredible women before me, many more to come.
Thank you to @PledgeOne for the unbelievable honour of featuring me on Nasdaq Tower in Times Square this IWD amongst some phenomenal female leaders, including one I get the privilege of working with every day! @Kimbjackson

[James Sioud @JamesSioud]

@WallStCynic @marketplunger1 If you’re taking an index/factor approach to short selling, sure. If not, borrow is punitive, and you risk getting stopped out / forced to degross by a single short rallying 5x in a single month. I of course agree that high SI isn’t a long thesis; equally, isn’t a short thesis.

[James Sioud @JamesSioud]

@WallStCynic @marketplunger1 On average, and over a long enough period, sure. But ignores the risk of single stocks wiping you out in the short term, and the extremely high cost of borrow.

[Goehring & Rozencwajg @Go_Rozen]

📌 Norway's electric car sales have only reduced oil demand by 35,000 b/d since 2010. Our analysis shows why oil demand will remain strong.
Download our latest research: https://t.co/qxIydQFGqY
#oil #investing

[James Sioud @JamesSioud]

@holland_tom @TheRestHistory I’ve been hoping you would cover the Phoenicians! All that is missing is a @nntaleb guest appearance

[James Sioud @JamesSioud]

@ValueStockGeek It isn't improving over time, just improving from "Announcement Date to Effective Date". There is still substantial outperformance, just need to look from T-30 or even T-60 (the "passive bid" being front run by hedge funds over months into the announcement)

[James Sioud @JamesSioud]

@oliviagrivas 🤢

[James Sioud @JamesSioud]

@nntaleb Merci.