KyleRicardoFerreira

Position: long - good, short - nice

[Andy Constan @dampedspring]

Macro is great again. Having a blast.

[KyleRicardoFerreira @Kyle_rf92]

@quantkaks Nice reading on the topic from a practical perspective

[qm @quantymacro]

new post dropped:

All my homies hate LASSO
(it's meant to be free so everyone who RT will get access 😃)

🔮how good is LASSO at recovering sparsity?
💡 lesson from a macro HF PM in building +150 forecasting models
🏰 (lack of) invariance of regularisation

featuring stolen content from @choffstein @macrocephalopod @bennpeifert @quant_arb

[KyleRicardoFerreira @Kyle_rf92]

@cliftonsellers AI

[Andreas Steno Larsen @AndreasSteno]

Since I am back, I wanted to share a bit of my thinking around the economy and markets in 2022...

A thread 1/N

[KyleRicardoFerreira @Kyle_rf92]

@89_Samantha I see you found me 😂

[KyleRicardoFerreira @Kyle_rf92]

@peterarmitage @TlotlisoPhakisi

[Adrian Saville @AdrianSaville]

The last #WeekendRead from @CannonAssets for 2020 - How to End 2020 with a Bang, Not a Whimper https://t.co/bKF01kj0ix - with best wishes for 2021 to the team @89_Samantha @TlotlisoPhakisi @phala_gontse @Nthabis09171125 @Kyle_rf92 @yanga_nozibele @Mangubo03 @Wynand_Steyn

[CannonAssetManagers @CannonAssets]

3 months to go before the 2021 tax year-end, remember to contribute to your TFSA #CannonBundles #EasyEquities #TFSA

[KyleRicardoFerreira @Kyle_rf92]

@Richards_Karin @AdrianSaville

[Adrian Saville @AdrianSaville]

Each week @CannonAssets's bookmarks articles that the team finds interesting and inspiring. This is our weekend reading https://t.co/cdLLlwiLBO. Please read & enjoy - and share it with others cc @Nthabis09171125 @89_Samantha @phala_gontse @yanga_nozibele @Kyle_rf92 @Wynand_Steyn

[CannonAssetManagers @CannonAssets]

Our Weekend Read https://t.co/dN3Er92kbD

[CannonAssetManagers @CannonAssets]

Our Weekend Read https://t.co/dc7Sd2MceR

[Adrian Saville @AdrianSaville]

Can you hear me? Can you see me? Sound familiar in our 2020 reality? The Doctor Is On The Money https://t.co/ZW2FXjQOQA

[Adrian Saville @AdrianSaville]

The weekend read from @CannonAssets https://t.co/IOFWNbHlC2 - don't be home without it.

[KyleRicardoFerreira @Kyle_rf92]

@yanga_nozibele @AdrianSaville @RonakGopaldas @greenorb @Craig_Simpkins You are the funniest 🙅🏻‍♂️

[Adrian Saville @AdrianSaville]

You’ve got to laugh: why a sense of humour helps in dark times https://t.co/CPRmB3k27E - with a hat tip to @yanga_nozibele @Kyle_rf92 @RonakGopaldas @greenorb @Craig_Simpkins

[Nassim Nicholas Taleb @nntaleb]

When the oppressed becomes oppressor, as it (almost) inevitably happens, do not expect too much charity, understanding, & compassion.

[Adrian Saville @AdrianSaville]

The nonsense of statistics! South Africa saw 2.2 million job losses in Q2 of 2020 but reports the unemployment rate falling to 23,3% from 30,1% because of a decline in the work force (people couldn't "actively seek work" under lockdown).

[KyleRicardoFerreira @Kyle_rf92]

https://t.co/dTFvooKIyb