Rob

“I can boil an egg - I’ve seen it done.”

[Rob @Rob_FSB]

@quantian1 This kind of happened in video games. "Company B" won hands-down:

[Rob @Rob_FSB]

@hugodevere @macrocephalopod Level regressions assume stationarity, meaning the mean, variance, and autocorrelation of the variables remain constant over time. If the variables are non-stationary (e.g., have trends or unit roots), using a level regression can lead to unreliable results.

[Rob @Rob_FSB]

@robfordmancs Has JD Vance even said thank you?!

[Rob @Rob_FSB]

@BurnsideWasTosh They're 50 people with one Bloomberg terminal. If you want accurate forecasts you have to hire good people and give them the resources they need: https://t.co/oWY0s3bVhb

[Rob @Rob_FSB]

@__paleologo Think he reports to Ken Griffin no?

[Jessica Nutt @JessicaNutt96]

The plan? We’ll start a sparkling wine business out of Champaign, IL

[Jason Furman @jasonfurman]

I worry that many large endowment and pension fund managers won't get the joke.

[The Babylon Bee @TheBabylonBee]

Tucker Interviews Saruman To Talk About Rohan’s Warmongering https://t.co/KYUdo4pnuu

[Rob @Rob_FSB]

@FT Invading France?

[Alexander Stahel 🌻 @BurggrabenH]

Excellent summary by former head of MI6, Sir Alex Younger, of this new era in geopolitics…adapt or die

[Rob @Rob_FSB]

@investingidiocy @VictoriaCoren Yes! Was thinking the same.

[Rob @Rob_FSB]

@EconomPic

[Andrew 🇺🇦 @moneyandmore72]

One way to get into the marriage market (H/T Eduard Koller). https://t.co/KERczi7Fkq

[Rob @Rob_FSB]

@fundhunter_co @marymcdougall13 But probably taking much less risk than the MSCI World.

[Andrew 🇺🇦 @moneyandmore72]

This video covering the 1990s boom is instructive. Not least crowding around one stock, Iomega, by retail. Plus the go-go managers of the day. Worth watching for an insight into market cycles IMO. Includes Cramer. Betting on the Market (1997): https://t.co/AIgnMriTbk

[Byrne Hobart @ByrneHobart]

It’s an old observation that we have Anglo-Saxon words for livestock (cow, sheep) and Latin/French-derived words for the higher-status business of eating them (beef, mutton). Same thing shows up in finance: retail trades stocks and bonds, institutions do equities or credit.

[henry @arithmoquine]

new favorite graph

[Matthias Hanauer @HanauerMatthias]

📢 NEW PAPER OUT! 🚀

We analyze 1,056 #ML models to uncover how key design choices—algorithm, target, feature, & training—affect strategy returns.

Key takeaways:
📈 Returns vary widely; see graph below!
🔍 NSE exceed SE by 59%

💡Check out which ML design choices really work 👇

[Robert Ford @robfordmancs]

A net migration target you say? Much lower than current levels you say?

[Bobbie @bo66ie29]

John Betjeman with an ode to Sunday. Looking at how Londoners spent the traditional day of rest in 1972.