Fincharya

[Fincharya @fincharya]

Pair Trading Example Using HDFCBANK and HDFC https://t.co/G5XnwG7rfF

[siddharth @siddharthqs]

Sharing my notes on AWS
https://t.co/Wrb906sP25
#aws
#Cloud

[siddharth @siddharthqs]

Why packaging industry is trading so cheap?
I like Cosmo First.
I couldn't find the reason not to invest in it at current valuation.
#investment #NSE

[Fincharya @fincharya]

A PIMP of a group of cunning cons who were trying to scam victims hard-earned cash.

[siddharth @siddharthqs]

Create your little virtual friend on azure.
https://t.co/ADtTsB1c38

[Marko Denic @denicmarko]

If you're looking for a remote job, open this:

[David Perell @david_perell]

Why do elite colleges pump students into the same five industries: law, medicine, tech, investing, and management consulting?

For answers, let’s turn to the philosopher René Girard.

[Alf @MacroAlf]

10 books that will fast-track your learning journey in global macro.

A thread.

1/

[siddharth @siddharthqs]

Wrote a blog on Monte Carlo Simulation nobody asked for.

#simulation #numericalanalysis #integration #rust #montecarlo https://t.co/mkH8lGFbse

[Fincharya @fincharya]

In well functional market economy, supply of labor creates it's own demand. There is positive feedback although temporary cyclical difficulties.
#economics

[Fincharya @fincharya]

@ashramachandran If you want to earn Rs 1 Cr a month, just sella product of worth Rs 1 lac to 100 people.
It's not that complicated.

[Fincharya @fincharya]

Reading Mastering the Market Cycle: Getting the Odds on Your Side by @HowardMarksBook for another book review.

[Fincharya @fincharya]

@sham_chandak Key is mean reverting nature of multi year returns of strategies and even performance of managers.

[Fincharya @fincharya]

A good strategy for you is the one you can stick with.

[Fincharya @fincharya]

@sham_chandak Allocation to diversified strategies sounds like all weather strategy :P
Value investing or momentum or say combining value and momentum with 2X leverage all these can be a good strategy if you can stick with one. Juggling b/w strategy and hiring n firing will not take you far.

[Symplectic.Research @QuantSymplectic]

Today's reading list:
1. https://t.co/E8ozTjF08M
2. https://t.co/AfG08D3RR5
3. https://t.co/uHyWHpSe1w
4. https://t.co/DBbHmWR3Sm
5. https://t.co/7z63IABxa7
6. https://t.co/tNN5uPwX81

[Symplectic.Research @QuantSymplectic]

Today's reading list:
1. https://t.co/XN4Gur95kD
2. https://t.co/KvemmjTdzt
3. https://t.co/x25zDlFAbX
4. https://t.co/lqSpZZ4qqw
5. https://t.co/f9lu4De4mK
6. https://t.co/fr0PGHAR0Y

[Fincharya @fincharya]

Let's say Russia banks can pay n want to pay in FX swap deals but bcz of sanctions can't make the payment. Without getting default, is it treated as default by their counterparties?It poses a huge counterparty risks but most likely has not modelled.
#counterpartyrisk #cva #risk

[Fincharya @fincharya]

@sudheer_kusam @AdeParimal Ohh you meant consistent accounting profit. Probably no revenue growth, capitalizing interest cost or capex, or decreasing cash flows is alright as long as company post consistent profits. Got it.

[Fincharya @fincharya]

RIP Peter Carr