mikhail samonov

Measuring the Invisible

[mikhail samonov @msamonov]

"only 3.2% of high-AI papers are ultimately accepted compared to 12% of low-AI papers" - https://t.co/y1Vk1phfZQ

[mikhail samonov @msamonov]

Check out my latest post on this year’s Nobel Prize in Economics, my “out-of-the-box” college hypothesis on what might cause the next leap in human life expectancy, and whether AI—without a human body—can truly innovate.

https://t.co/0Nu8wWEils

[Peter Berezin @PeterBerezinBCA]

S&P 500 price targets at the start of the year

[mikhail samonov @msamonov]

Russian stocks have been on a tear vs US since election.

[mikhail samonov @msamonov]

the next biggest FOMO for people is going to be longevity biohacking - thoughts?

[mikhail samonov @msamonov]

Wall Street likes to tout returns it didn’t actually produce. When that happens, you need to ask some important follow-up questions. https://t.co/KRFwXlJ3sW @jasonzweigwsj

[mikhail samonov @msamonov]

Timing is hard https://t.co/EHWtLhzsry via @ft

[mikhail samonov @msamonov]

This chart just says it all...

[mikhail samonov @msamonov]

https://t.co/COvEHpFTCg

[The Idea Farm @TheIdeaFarm]

There are many ways to invest well, here’s how to choose the right one for you. @msamonov
#mebfaber #mebfabershow #investing #stocks #stockmarket

[The Idea Farm @TheIdeaFarm]

A lot of people hold a massive bear bias because that is what is “comfortable”. @msamonov
#mebfaber #mebfabershow #investing #stocks #stockmarket

[The Idea Farm @TheIdeaFarm]

If you’re going to apply momentum, watch out for the beta exposure of your portfolio because it’s going to sneak up on you! @msamonov
#mebfaber #mebfabershow #investing #stocks #stockmarket #momentum #quant #quantitativeinvesting

[mikhail samonov @msamonov]

Value's long-run crash chart updated for @RobinWigg latest piece on Quant Winter https://t.co/rnFHR85cXD

[Matteo Franceschetti @m_franceschetti]

Breaking news: The OpenAI drama is real.

We checked our data and last night, SF saw a spike in low-quality sleep. There was a 27% increase in people getting under 5 hours of sleep. We need to fix this.

Source: @eightsleep data

[Joe Weisenthal @TheStalwart]

Sam Altman has been fired as CEO of OpenAI https://t.co/k1GVG0jSNK

[mikhail samonov @msamonov]

https://t.co/gGRf3qCruX

[mikhail samonov @msamonov]

That’s beyond a zoo, it’s chaos - “Analyzing 563 trillion possible models, we find that the majority of tradable factors designed to price bond markets are unlikely sources of priced risk” - The Corporate Bond Factor Zoo https://t.co/IkuKHSYiEg

[mikhail samonov @msamonov]

Had a lot of fun discussing quant investing, long-term factor returns, asset allocation & intangibles with @MebFaber

[Meb Faber @MebFaber]

New podcast with @msamonov on:

- Why focus on long-history
- Momentum
- Asset allocation crash risk
- Intangibles

Sponsor @YCharts

🎙️ Apple: https://t.co/Yw0ITNiTKj
🎙️ Spotify: https://t.co/FqYYREUBL2
🎙️ Show Notes: https://t.co/RiP1rXB6CO
🎙️ YouTube: https://t.co/rmVxwfBSVB

[Gunjan Banerji @GunjanJS]

Bofa has a chart of rates going back to **3000 B.C.**

Says rates are coming off "5000-year lows"

[mikhail samonov @msamonov]

https://t.co/8d63VEGwvf