Benjamin Haskel

Why do you cry?

[Benjamin Haskel @BenjaminHaskel]

@NickNemo17 The answer is a precise combination of incentive misalignment, behavioral failure, and a structural problem in how financial professionals define their objective function. Little incentive to stop dancing, better to fail conventionally.

[Benjamin Haskel @BenjaminHaskel]

@jam_croissant @hexlint One can drown in a river that is on average a foot deep (borrowed) @nntaleb The comment did not blow my mind and this anecdote is way below your intelligence level. You did provide me material to teach the kids on how not to think though.

[Benjamin Haskel @BenjaminHaskel]

@KrisAbdelmessih @AgustinLebron3 Reads with an "Asimov on..." sort of feel. Zooming in and out of questions like a fractal way of thinking. Cool.

[Benjamin Haskel @BenjaminHaskel]

@michaeljburry We know the chart. $PLTR has it's initial run, sell off, and now a re-test before the second leg down. Puts to soon be on

[Benjamin Haskel @BenjaminHaskel]

@brianluidog Why didn't you post this a week ago?

[Benjamin Haskel @BenjaminHaskel]

@CliffordAsness Defamation

[Benjamin Haskel @BenjaminHaskel]

@KrisAbdelmessih @matt_levine @ByrneHobart @TheFlowHorse @richardcraib @LepoulpePoulpo @BuBarrelBull @PelionCap @ElmWealth Excellect. Market Structure. Leo's results are not mistakes, greed, or ignorance. The product of market incentives driving capital to generate the highest Sharpe ratios, most consistent monthly returns, most impressive risk-adjusted numbers over any 12-36 month evaluation window

[Benjamin Haskel @BenjaminHaskel]

@KrisAbdelmessih @FREAK0NAUT Inspired by the story of a grandfather buying only $AAPL then gifting his grandson thousands of shares, I have my sons' entire funds invested in a single biotech company. They'll have time to recover. Lol

[Benjamin Haskel @BenjaminHaskel]

@KrisAbdelmessih If you are looking to "invest" in a home gym these are great space savers

[Benjamin Haskel @BenjaminHaskel]

@KrisAbdelmessih Gotta love some of the commentary from video 3:
"T-bills suck"
"We should have went all in"
"I mean we got through it"
Great educational content

[Benjamin Haskel @BenjaminHaskel]

@KrisAbdelmessih Excellent. Can you reply with links to the five 90 minute videos? Couldn't find them on YouTube

[Benjamin Haskel @BenjaminHaskel]

@MebFaber Although I don't disagree with the title and charts, I feel market timing is minimized. If markets go up and to the right, then why are thousands of ETFs offered? Why are any strategies outside of passive index investing offered? Market timing is a factor

[Benjamin Haskel @BenjaminHaskel]

@KrisAbdelmessih Subscription still current and I ordered every past issue to make sure the kids didn't miss anything

[Benjamin Haskel @BenjaminHaskel]

@Mr_Derivatives Peloton Pods...no thanks

[Benjamin Haskel @BenjaminHaskel]

@Invisible_Guyy @JonErlichman As a unified modern nation-state, Italy has been a country since 1861 (about 165 years).

AI SLOP

[Benjamin Haskel @BenjaminHaskel]

@choffstein Wife: We are hosting the Jones' tomorrow
Husband thought bubble: I don't have a grill, smoker, or a lot of time...oh yeah, I'll smoke a brisket.
Lol, love it! Happy 4th
I smoked and grilled just about everything except brisket

[Benjamin Haskel @BenjaminHaskel]

@MebFaber Lower. The second leg down phenomenon seen in finance, biology, sports, etc. Simple charts and pattern recognition are powerful tools. @HariPKrishnan2

[Benjamin Haskel @BenjaminHaskel]

@vijaypande We do know the time and place...watch the charts

[Benjamin Haskel @BenjaminHaskel]

@jasoncbuck @choffstein Excellect call out for Chris. Listening to Cole's interviews, I always imagine Rodman as the upside convexity, bear-market liquidity, and non-correlated part of the portfolio determined by market state rather than asset category in his 100-Year Portfolio

[Benjamin Haskel @BenjaminHaskel]

@choffstein @jasoncbuck Parrondo's Paradox reconciliation immediately came to mind. Rebalancing time periods (my preference) disrupt the Parrondo trap state and possibly price agnostic passive flows depending on scale. Great food for thought 🧠