Bayesian_Alpha

Systematic Trend Trader and a Bayesian. Tweets are my own opinions & for educational/entertainment only; not investment advice.

[Bayesian_Alpha @bayesianalpha]

The trouble with market forecasting is not that it is done by unintelligent & unskillful people. Quite to the contrary, it is done by so many experts that their efforts constantly neutralize each other and end up almost exactly zero.

- Benjamin Graham

[jedimarkus77 @jedimarkus77]

I'm glad we all survived the $AAPL Exemption Not-An-Exemption Day of Celebration!

$SPX and $NDX both bubbly on the open and glitched red for all to enjoy endless wealth. Congratulations!

[The Babylon Bee @TheBabylonBee]

Man Checks News To See Whether Retirement Account Bankrupt Or Has A Million Dollars https://t.co/Gzxa21OPCA

[Bayesian_Alpha @bayesianalpha]

#TariffWar $SPX $VIX #BasisTrade lol

[Jim Bianco @biancoresearch]

This really is a good explanation of banking.

[Bayesian_Alpha @bayesianalpha]

Lol

[Trung Phan @TrungTPhan]

Solid British Pound analysis via Reddit

[Jawad Mian @jsmian]

Everything that needs to be said has already been said.

But since no one was listening, everything must be said again.

(André Gide)

[litquidity @litcapital]

Saving Capital Markets - coming soon to a theater near you

[Bayesian_Alpha @bayesianalpha]

@choffstein Maybe u can use it as a collateral to borrow $USDT, use 50x leverage to buy $APE dip as a hedge, no?

[Bayesian_Alpha @bayesianalpha]

Lol

[Corey Hoffstein 🏴‍☠️ @choffstein]

as it turns out, my mutated monkey jpeg was not an inflation hedge after all.

i’m not sure anyone could have seen this coming. i’m devastated.

[Meb Faber @MebFaber]

Investing quote of the day:

[TopTradersLive.com @TopTradersLive]

A true Master Class in some of the most important Stats in order to understand Trend Following delivered with exceptional passion by @RichB118 - you don't want to miss this episode...
👇👇👇👇👇
https://t.co/gBT7VePCbb

#trendfollowing #stocks #investing

[Bayesian_Alpha @bayesianalpha]

#MMT solves this; Fed. Reserve prints dollars, buys US Treasuries, treasury uses proceeds to finance its debt obligation. Why? Becuase US is currency issuer. No need for the regulators to depend on the regulated; which leads to moral hazards.

[Sonali Basak @sonalibasak]

Janet Yellen has reached out to Jamie Dimon, Jane Fraser & CEOs of other major Wall Street firms, asking for help to avert a potential crisis if the U.S. government is no longer able to borrow money to pay its bills.

Scoop via @joelight @hannahlevitt

https://t.co/6tjcEvV3LS

[Jeff Malec @AttainCap2]

Ok, quick thread on futures "leverage" in response to some replies out there in regards to 'stacking paper' and Fed presidents slinging "$1mm futures trades".

https://t.co/5syIs3DJnv

[Jerry Parker @rjpjr12]

"This was market behavior we had never seen before. They and their models were surprised."

"Are we building models based on things we’ve seen before or are we building them for surprises, for constant change?"

[The Onion @TheOnion]

Finance Whiz Predicts The Dow Will Open At 9:30 A.M. Tomorrow https://t.co/RivnCc80go

[cephalopodshop @macrocephalopod]

People are saying I am not posting enough finance content. FINE.

Once you have decent alphas a lot of the skill in running a systematic strategy is reducing turnover. Alpha is unknown but trading costs are certain. Keep trading to the minimum needed to monetise your alpha.

[Jim Bianco @biancoresearch]

More …

It is complete moral for governments to sell scratch off lottery tickets to this guy.

But if he makes money in the markets, at the expense of a billionaire hedge fund (Melvin), this is dangerous.