Parashara

[Wes Gray 🇺🇸 @alphaarchitect]

@Capital_Safari @JOrdonezJr Not familiar with it, only his letters, which I gave up on since it always boiled down to why the world was gunna burst into a ball of flames. 🤣

[Pankaj @the2ndfloorguy]

i was tired of stupid people on road so i hacked my helmet into a traffic police device 🚨

while i ride, ai agent runs in near real time, flags violations, and proof with location & no plate goes straight to police.

blr people - so now ride safe… or regret it.

[sysls @systematicls]

The context in which people hear about factor models is always about using factor models to hedge. This is ONE side of the story, where you are trying to remove systematic risks from your portfolio.

The real pros understand that factor models are a denoising technique.

They partition returns into “stuff that does not matter” (systematic factor exposure) and “stuff that does matter” (idiosyncratic returns where alpha lives).

The better you model the systematic part, the cleaner the residual and the cleaner the residual, the easier it is to find tradeable alpha.

In today's article, I talk about this phenomenon and how to roll your own factor models no matter what markets you are trading!

As usual, I will be giving out the articles for free to some retweets!

[Parashara @Parashara4]

@phaz_eth @PtrPomorski Very keen about this..,.any good references ?

[John Coogan @johncoogan]

Of course that’s your contention. You just heard about DeepSeek two days ago. Just got done watching some 40-minute deep dive—Deirdre Bosa, probably. You’re going to be talking about how this complicates things for the hyperscalers and how NVIDIA stock traded down 15%.

[Parashara @Parashara4]

@__paleologo The worlds so far gone that I’m not sure if this is sarcasm😅

[Parashara @Parashara4]

@elonmusk Buy Ubisoft!

[Parashara @Parashara4]

@colliemogs Dragon age origins

[Devon ☀️ @devonzuegel]

This quote from Karl's mom is a real banger:

"If only Karl had *made* Capital, instead of just writing about it"

https://t.co/F2uATAy0md

[Inverse Cramer @CramerTracker]

JIM CRAMER: “All I can tell you is own Bitcoin, that’s a winner”

It’s over

[Parashara @Parashara4]

@choffstein Wait…:he’s actually not being sarcastic, it’s not some Parik Patel account, he’s genuinely behind it!!

[Parashara @Parashara4]

@Jaguar @_Senpai8 Just like the way drag queens reveal themselves to kids

[Parashara @Parashara4]

@iamjohnoliver 2016 was the turning point for a lotta people, did any introspection happen after being so terribly wrong! ……nope

[Parashara @Parashara4]

@PanasonicIndia , if I don’t get a proper resolution from you guys by tomorrow, I’m going to have to return the ac

[Parashara @Parashara4]

@PanasonicIndia bought an ac on 19th April, your installation guys did not even call, raised a complaint then they called and told they will come on 23. Did not come again or call today. did not even use the ac and getting a very poor customer experience, wth is this?

[Parashara @Parashara4]

@DisneyPlusHS can’t you simply take an extra 449 bucks for an upgrade, instead of sending me an autopsy request for 2000. I’m having difficulty. I just want to upgrade for a year. Not an autopay every year.

[Parashara @Parashara4]

@StanChartHelpIN
I’m getting continuous calls from your ppl
Even though I asked them not to call. Please put me in dnd.

[Parashara @Parashara4]

@SantiagoAuFund It’s actually a responsibility too, and US suffered for it to a good degree, sure it’s a great privilege too, but a burden quite often…and the world is better for it. “The USD colonialism” is a religion and unbrainwashing oneself is very tough.

[Quantіan @quantian1]

Doing this always makes people scream at me for being an out of touch elitist, but: the basket of {median house, new car, 2 kids to college} is more affordable today (51.5%) relative to median family income than it was in 1953 (52.3%)

[Trung Phan @TrungTPhan]

Person can’t catch a break