Guillermo Moloche

Economics Ph.D., The University of Chicago

[Guillermo Moloche @G_Moloche]

@bunkerottaviani Entrevista completa:
https://t.co/dcwhT05vEH

[Guillermo Moloche @G_Moloche]

The Hijacking of Bitcoin https://t.co/Hpy8w8pcf4 via @brownstoneinst

[Nishant Kumar @nishantkumar07]

Hedge fund investors haven’t had it this good since the aftermath of the global financial crisis. Read the full analysis + longest table of returns including for Element, Kirkoswald, Two Sigma and others https://t.co/DTPeoRX38i

[Nishant Kumar @nishantkumar07]

T𝐡𝐞 𝐋𝐎𝐍𝐆𝐄𝐒𝐓 𝐡𝐞𝐝𝐠𝐞 𝐟𝐮𝐧𝐝 𝐫𝐞𝐭𝐮𝐫𝐧𝐬 𝐭𝐚𝐛𝐥𝐞:
Caveats:
• S&P comparisons are not ideal (but I respect yr freedom of expression and interpretation)
• Returns are after all fees
𝐀𝐝𝐝 𝐟𝐨𝐫 𝐰𝐞𝐞𝐤𝐥𝐲 𝐮𝐩𝐝𝐚𝐭𝐞𝐬: https://t.co/6FC4tfWXP2

[Guillermo Moloche @G_Moloche]

@trump_repost Congratulations

[Guillermo Moloche @G_Moloche]

@caseybmulligan Congratulations

[CJ Zafir @cjzafir]

An Open Source AI model {Deepseek r1} launched 72 hours ago.

This Chinese AI model just broke the internet.

People are running r1 model on:
- self hosted servers
- mobile phones
- raspberry pi
- mac books

Here're all the cool experiments, you check:
🧵

[Holger Zschaepitz @Schuldensuehner]

China’s #DeepSeek could represent the biggest threat to US equity markets as the company seems to have built a groundbreaking AI model at an extremely low price and w/o having access to cutting-edge chips, calling into question the utility of the hundreds of billions worth of capex being poured into this industry. https://t.co/vEesgELLPA (via @knowledge_vital)

[Nishant Kumar @nishantkumar07]

Bloomberg Exclusive: Here's our longest list of returns compilation for some of the biggest hedge funds reporting returns for 2024 so far, including Tiger cubs https://t.co/nhUxypV7nb via @business

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

Multi strategy hedge funds near the front on the pack again YTD (on average, as a group etc, and to front-run the "but Nasdaq is up 31%" crowd, that is not the point of such strategies).

[Nishant Kumar @nishantkumar07]

Macro hedge funds got a massive boost from Donald Trump’s US presidential victory in November, and are wagering that this year will bring more of the same. https://t.co/YvCWUG0b05 via @business

[The Kobeissi Letter @KobeissiLetter]

TOP HEDGE FUND RETURNS IN 2024, PER BLOOMBERG:

1. DE Shaw: +36.1%
2. Bridgewater China: +35.0%
3. Statar: +25.3%
4. Broad Reach: +24.3%
5. Marshall Wace: +22.6%
6. Schonfeld: +21.1%
7. Walleye: +18.0%
8. Dymon Asia: +17.0%
9. Millennium: +15.0%
10. Balyasny: +13.6%
11. Winton Fund: +10.3%
12. New Holland Capital: +9.6%
13. King Street: +9.1%
14. Brevan Howard: +5.5%

The S&P 500 closed the year +23.8% higher in 2024, posting its first back-to-back 20%+ annual gain since 1998.

What stands out on this list?

[Macro84 @macro84]

2024 was a spectacular year for some of the largest hedge funds out there.... impressive, especially vol adjusted in some cases.

Courtesy of Nishant Kumar of Bloomberg..

#hedgefunds #Millennium #Citadel #Balyasny

[Carlos Rodriguez @carod2015]

¡Feliz Cumpleaños Alito!
¡Gracias por todo lo que nos diste y nos seguirás dando!

[Guillermo Moloche @G_Moloche]

@RichardSocher I need the browser add-on for Firefox. 99.99% of my searches are from the Firefox search bar, because I can try different search engines with just a couple of clicks. With the add-on, I could also set https://t.co/5zmxFWar8A as my default search engine.

[Guillermo Moloche @G_Moloche]

@JoseLui76321023 Las DAOs tienen potencial como un mecanismo de administración de bienes y servicios públicos prescindiendo de políticos.
https://t.co/lIJoo2uAd9

[Chicago Booth Review @chicagoboothrev]

An Unusual History: At @ProMarket_org, @UChi_Economics' Arnold C. Harberger reflects on his time at the University of Chicago in a conversation with @uclaanderson's Sebastian Edwards. https://t.co/nkGa6aMMw5

[caseybmulligan @caseybmulligan]

Price Theory makes the news!

Related does anybody want to weigh in at wikipedia that Price Theory could (in addition to being part of the micro entry) have its own entry?

https://t.co/jdGjjg5H74

[HCEO @hceconomics]

Attn #UChicago: Tomorrow 10/20, Prof. Xiaohong Chen presents "Deep Learning Inference on Semi-nonparametric Conditional Moment Models with Weakly Dependent Data” at our virtual Lifecycle Working Group. Info on how to join here:
https://t.co/yhczKat3zq"

[MaryAnastasiaO'Grady @MaryAnastasiaOG]

The top-down, Covid-19 diktats envisioned a tidy stay-at-home world completely divorced from the reality of most people’s lives, writes @MaryAnastasiaOG https://t.co/0pyaZKBdJl