Rob Simik

[UC San Diego Health Sciences @UCSDHealthSci]

The pandemic continues to highlight the mental health concerns of our nation’s nurses. Hear about our crisis intervention program for healthcare providers in need, and the study that started it all, in the @washingtonpost

https://t.co/MM0xkFaA1H

[Corey Hoffstein 🏴‍☠️ @choffstein]

I’ve written hundreds of research articles on the Newfound blog throughout the years.

I stopped writing last year (got burnt out), so my guess is a lot of new followers don’t even know they exist.

Here are a few that I’m especially proud of ➡️

[Kris @KrisAbdelmessih]

New post.

Longest one I've written in a while. Basically me fumbling around the meta of investing in the wake of, whatever the hell is happening.

https://t.co/EODGKtp5vD

[Corey Hoffstein 🏴‍☠️ @choffstein]

1/ I received a DM this morning asking me about "recommended reading" in the space of trend following.

This all depends upon what you're looking for and your expertise, but I figured I'd share some thoughts publicly...

[Kris @KrisAbdelmessih]

Let's do dispersion trading for the uninitiated.

The vets will need to bear with me, it's been 20 years since i traded index anything...but that actually shows why it's a good thing to explain. The lessons from it come to bear on thinking about all portfolios, even today.

[goodalexander @goodalexander]

Michael Platt of Bluecrest made 50% in 2016, 54% in '17, 25% in '18 and 50% in '19. Rumored up big in 2020. Per Market Wizards 2012, he averaged 14% years with a 5% max drawdown. When a billionaire trader doubles his profitability, it merits study.

A thread of "Plattitudes":

[Physics In History @PhysInHistory]

The Feynman Lectures on Physics, the most popular physics book ever written, are completely online. Read it here:

Volume 1: https://t.co/rJBHkMzC0B

Volume 2: https://t.co/d136eb84DM

Volume 3: https://t.co/HRUH4TN2JS

[Corey Hoffstein 🏴‍☠️ @choffstein]

We’ve spent the last couple months building our own option backtesting engine from the ground up (including multiple surface fitting models).

Biggest lesson learned so far:

Never trust an options backtest. Ever.

(Doubly true if it includes the wings.)

[Kris @KrisAbdelmessih]

Awesome resource for online cards and boardgames

h/t board-games channel in @radreadsco Slack

(PSA...It's one of many great channels in there. It's a cozy webspace...lots of kind people doing cool stuff. Outside Twitter it's my other virtual hangout)

[Peter Kolchinsky @PeterKolchinsky]

While not technically alive, there's an evil genius to viruses that never ceases to amaze me. It's one reason I became a virologist. A recent Nature paper reveal a remarkable trick SARS-Cov-2 learned that makes it nastier than the first SARS. Both viruses…

[Kris @KrisAbdelmessih]

Finally pushing this out of my drafts folder:

https://t.co/WrSjmPGfob

Thread of highlights...

[Benn Eifert 🥷🏴‍☠️ @bennpeifert]

In this spirit, since I’m on the train for a minute, short thread on VIX and VIX futures/options, since this is something I see a ton of confusion about.

[Ben Hunt @EpsilonTheory]

I may or may not have sat in a Paris cafe for the past 30 minutes watching this over and over again.

[John Wright @docjohnwright]

This is a remarkable image. The decline of children’s play range across generations in one family: from 6 miles to 60 yards. The world has not grown more dangerous (from WW2) but our fears have grown

@BiBresearch @Active_Bradford @JoinUsMovePlay

[Cernovich @Cernovich]

We are home schooling.

And hearing from more and more that they are going to also / are working on finances to be able to have one spouse leave workforce to home school.

Biggest cultural trend in 10 years will be home schooling.

[David Perell @david_perell]

The introduction to “Amusing Ourselves to Death” deserves an award.

😮

[Ben Hunt @EpsilonTheory]

I’d buy rental properties in low-income areas and double the rents.

[Corey Hoffstein 🏴‍☠️ @choffstein]

1/ 📚 Random Research Note

While doing research in 2006-2007, one of the interesting phenomenon I found was that sampling a data on a non-time-related domain created beneficial statistical properties.

[Jim O'Shaughnessy @jposhaughnessy]

1/ One reason we can't have nice investment strategies--a thread.

The brightest people I have met share a superpower that would serve investors well—the ability to make inherently complex things simple and understandable. And yet, most humans naturally equate complexity

[Rob Simik @RobSimik]

@rhu71 @nealboudette @zerohedge @Tesla Že rok ex