@AstraeusCap Trend gets paid through being long repricing / short mean reversion. Vol itself does not necessarily say if you're in a repricing or mean reverting regime. You can have low vol trends and you can have high vol chop.
@DonMiami3 Yep can't believe all the fools on the timeline taking this affair story at face value. Yeah right a multi trillion dollar company would fire their CEO and founder over an affair with a VP. My ass. Either there's much more to the China story or he wanted an excuse for an exit.
@kaizen_cap Very naive thinking. You have to be crazy to think they would actually fire their founder of +30 years over shagging a VP. Probably there is MUCH more to the China story; the affair stuff just gives excuse for a clean exit.
@P_Remarks He wanted out and this is the only "clean" way of doing it. Anyone who believes a multi trillion dollar business would ever fire their founder and CEO of 30+ years over shagging a VP is delusional. Either there is MUCH more to the China story, or he just wanted out.
@absreturnchaser Further proof that there is no alpha, just factors you're unaware of. And when all the lemmings get in the same fake "alpha" and lever it 20x it's only a matter of time until it explodes in their face.
@MichaelR_Quant My level of skepticism of an ML model that would recommend Xerox as a buy would be at 99.9999/100
We are talking about a company that was trading at less than 10% of net debt. Absolutely screams overfit nonsense.
@JFGariepy The kind of news that will eventually come out about how the Ukraine regime behaved and what it did during this entire war period will scantly be believable, but it will be 100% true. Disgusting fucking barbarians.