Dib

Quant

[Gappy (Giuseppe Paleologo) @__paleologo]

Short-ish rant: factor rotation, factor timing, factor horoscopes, skibidi toilet regression and many other quantitative malfeasances originate from quantitative "researchers" (both on the buy and sell side) whose incentive was to raise their status (and comp) by capturing the attention of investors. Because of the Bullshit Asymmetry Principle, dislodging these misconceptions is 10x harder than creating them. Ideally, incentive misalignments should be solved with contracts. But also, like in many professions, an ethical oath would help. First rule: "I won't bullshit the portfolio manager and the business owner alike even if doing so would benefit me".
Feel free to like anonymously, I won't out you.

[Gappy (Giuseppe Paleologo) @__paleologo]

Everyone wants to save the world but nobody wants to fix the secmaster

[Dib @dibsalum]

@0xMerridew https://t.co/ocwdQyb0Vm

still a waste of time tho

[Conks @conksresearch]

people saying “debasement” to try to sound cool innit

[Dib @dibsalum]

@quant_arb @hahahahaahahhh no love for the laplace ?

[Dib @dibsalum]

@__paleologo this wouldn’t happen with a thinkpad

[Dib @dibsalum]

@nope_its_lily you are looking at the wrong line

[Dib @dibsalum]

@conksresearch

[Dib @dibsalum]

@investingidiocy invert or pseudo invert 🤞

[Dib @dibsalum]

I had to have this smuggled to Bulgaria.
@__paleologo ty

[Dib @dibsalum]

@bennpeifert from hedgefundeur to content creator.
just like Cramer

[Dib @dibsalum]

@__paleologo https://t.co/2cnd0hLlEm

[Dib @dibsalum]

@bennpeifert

[Dib @dibsalum]

@nope_its_lily https://t.co/ZtcWMQydPO

[Dib @dibsalum]

@ContrarianCurse only if it’s L/S vibe investing, else it’s just market exposure with extra steps

[Dib @dibsalum]

@miniapeur

[Gappy (Giuseppe Paleologo) @__paleologo]

Everything in life—profitable signals, unprofitable ones, work, life, pasta cacio e pepe—is an imperfect expression of short-term reversal.

You may tattoo this statement for free.

[Dib @dibsalum]

@MartinShkreli @JaguarAnalytics

[Dib @dibsalum]

@GarciaCap correlation is not causation !

[Dib @dibsalum]

@elonmusk will you also post what he said about tariffs