CS @AlphaSquared

Entrepreneur & investor | PE, VC, and SFO | Enjoy traveling and philosophy. Joined April 2011

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63
Following

701
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433

Mehdi Hasan @mehdirhasan

11 months ago

“I’m not sure how Jonathan sleeps at night watching people burn to death thanks to the military he served, that is now being investigated at the ICJ & the ICC.” I debated an Israeli colonel/ex-spokesman on @piersmorgan’s show. It got heated. Full show: youtu.be/Fqm2mJ9Qg74?si…

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Compounding Quality @QCompounding

11 months ago

15 timeless investing principles, visualized: 1. Not investing is risky:

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Elon Musk @elonmusk

11 months ago

Just received this text 20 mins ago. The level of belligerent government incompetence is staggering!!

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Abier @abierkhatib

11 months ago

Yo Americans, u should be lining up behind this man not AIPAC AIPAC will bring about your demise Jeffrey Sachs

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Gurwinder @G_S_Bhogal

4 years ago

My peoples, the time has come for a MEGATHREAD. In 40 tweets I will explain another 40 concepts you should know. Strap in. Here we go:

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KKGB @INArteCarloDoss

4 years ago

Evergrande: why most analysis is dead in water and how best to understand and navigate what’s happening? Both denialists and alarmists are getting it wrong. Let’s start by understanding this: what is happening is the result of a CCP-initiated policy change to curb leverage. 1/N

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Benn Eifert 🥷🏴‍☠️ @bennpeifert

4 years ago

Can't find that thread yesterday where we were talking about dividends. Back up a second and go back to basics. All assets that involve taking systematic risk should have a risk premium (positive expected return).

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Jay Vas @jayvas

4 years ago

Removing the adjustments from adj. EBITDA

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goodalexander @goodalexander

4 years ago

Fintwit uses words like "beta", "Factor exposure", "value", "rotation", "momentum", "yield". The funds who use these words are happy with 8% a year that doesn't correlate with stocks. Is that your goal? I want more. Words have power. Time for a new vocabulary. A thread👇

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Robot James 🤖🏖 @therobotjames

4 years ago

In my 20 years of trading I have noticed this cycle play out again and again with traders that "make it": 1. Overconfidently reach for returns 2. Get humbled by the market 3. Simplify + concentrate on clear, high probability edges. 1/n

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KKGB @INArteCarloDoss

4 years ago

Bonds. The long awaited thread. Will aim to keep it comprehensible and low on unnecessary jargon. First, let me start by framing where we are relative to history. Beware of making hasty bottom conclusions. Also beware of drift in rates that favors curve analysis. (1/N)

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Peter Robbins @prrobbins

5 years ago

There’s nothing like a winning streak to make a trader feel amazing. There’s nothing like a losing streak right after because you get overconfident and take bigger risks than normal.

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The Market Dog @TheMarketDog

5 years ago

@PriapusIQ (deep) Negative real rates are the future. Any up is a blip in the matrix

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KKGB @INArteCarloDoss

5 years ago

$TSLA technicals - short thread To dispel some misconceptions out there 1- ATM avg IV Apr monthly is 72% - highest it’s been past year for next monthly ATM is 132% - it spent 60% of time above that 72% level, so this is the bottom 25% of it’s yearly range (1/N)

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Tendex @TendexCapital

5 years ago

Premarket Positioning & Key Events Ahead—As of 8:00ET Thu Mar 25, 2021 Global markets modest risk-off; 3rd Est of 4Q20 GDP at 830ET along w/Claims data; Fed's Clarida, Williams, Bostic, & Evans speak; 7Y Auction 1ET. BMO: $CL $DRI AMC: $SAIC #ES_F #NQ_F $IWM $SPY #trading

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Bloomberg Markets @markets

5 years ago

Oil drops trib.al/pZldqm2

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Andreas Steno Larsen @AndreasSteno

5 years ago

A 20% stronger USD on the cards? The US will outperform ALL peers this year. Our weekly -> ndea.mk/strongerUSD

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Jason Leavitt, LeavittBrothers.com @JasonLeavitt

5 years ago

What does this mean? :)

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Hump @hekyoda

5 years ago

@TheGirlTrader1 “Great traders understand the difference between looking for a trade, and seeing the trade. Remain patient, they always come. When they do, it's obvious.”

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KKGB @INArteCarloDoss

5 years ago

This fallacy that bears are perpetual put holders bleeding theta and crucified by Vega is...well a fallacy...my anti-bubble views are well known, yet I never shorted an index yet in this cycle. Understanding what a whore house the market is becoming is not an invitation to short