The Grumpy Investor @Grumpy_Investor

Ranzinza. Radical antirradical. Ideologia e fé não combinam com investimentos. Joined October 2020

Tweets

342
Followers

58
Following

223
Likes

3K

Nik Algo @nik_algo

a month ago

LLMs are not intelligent. They’re trained to predict the next word in a sentence. That’s it. However, even the world’s top AI researchers don’t fully understand why large language models become intelligent when trained on simple tasks like “predict the next word.” This…

0 2 22 2K 9

Download Image

Brazil Journal @BrazilJournal

2 months ago

OPINIÃO. Por que o Brasil precisa abrir sua economia braziljournal.com/a8lt

0 3 22 2K 1

Download Image

Morgan Housel @morganhousel

4 months ago

"Of all the progress of the past 10,000 years in raising human living standards, half has occurred since 1990." economist.com/culture/2025/0…

34 131 951 92K 312

Jeff Malec @AttainCap2

5 months ago

If any trend followers still left on this platform... thought I would come out of social posting hibernation to weigh in one why trend following has sucked so far in this sell off ..... -> a thread ->

10 18 143 49K 112

qm @quantymacro

6 months ago

new post dropped long, long, long thoughts on backtesting in low frequency space. ref: @macrocephalopod @therobotjames @choffstein @__paleologo @ThePythonQuant @experquisite (yes I did say it's long) as usual giving access to some who RT

33 204 375 50K 394

Download Image

goodalexander @goodalexander

6 months ago

How to manage risk (a thread) Lesson 1: Understand your total portfolio max drawdown Take every exposure you have, convert it into a total return series and understand its A. Peak to trough drawdown B. Session level drawdown (overnight being the most relevant one in stocks, as…

40 67 766 77K 1K

Jesse Livermore @Jesse_Livermore

8 months ago

$TRUMP and $MELANIA are bearish for $BTC because they reveal the scam inherent in all cryptocurrencies. You invent a new form money, and YOU get to start out with 100% of it? Or rather, as an early adopter, you get the privilege of minting it at a much lower cost than everyone…

569 1K 7K 1.2M 1K

Bill Gross @real_bill_gross

2 years ago

It’s fiscal policy not just monetary policy — stupid. 4 trillion of Covid spending still dripping into economy with consumers still spending their last 500 billion or so. The trick is when to time the end of it. 4th quarter is best guess.

49 169 977 232K 85

Philip E. Tetlock @PTetlock

3 years ago

We are wired up to embrace personality cults--& business magazines are wired up to please us. But cults are toxic--for leaders as well as followers.

Elon Musk @elonmusk

3 years ago

We are wired up to embrace personality cults--& business magazines are wired up to please us. But cults are toxic--for leaders as well as followers.

869 2K 15K 0 164

Download Image

5 20 98 0 5

Benn Eifert 🥷🏴‍☠️ @bennpeifert

3 years ago

"but my machine learning model can forecast asset prices!" stationarity is one of the most important concepts in probability and statistics the essence of its meaning is that the specific pattern you are trying to understand is constant in a probabilistic sense

50 165 1K 0 696

Woodrow Oates Montague @sadvalueinvestr

4 years ago

1/ The reality of stock picking is that being right is really hard and being right for the right reasons is almost impossible. I like the story of the iron ore miners $BHP $RIO $VALE as an example of stocks that have done phenomenally well but for highly unpredictable reasons.

10 42 291 0 101

Jonathan Clements @ClementsMoney

5 years ago

Are we in a financial bubble? I pick through the market's entrails, guided by the great Bill Bernstein. humbledollar.com/2021/03/blowin…

4 5 31 0 6

Corey Hoffstein 🏴‍☠️ @choffstein

5 years ago

@jpark552 @alphaarchitect See alphaarchitect.com/2015/11/23/fro…

1 1 6 0 1

Jesse Felder @jessefelder

5 years ago

'There’s a scene in The Big Short where Mike Baum meets a stripper who’s taken out mortgages on five properties. For me, that’s what talking to Bob represented: I’d seen what it felt like to be on the receiving end of crypto’s doomsday machine.' crypto-anonymous-2021.medium.com/the-bit-short-…

73 90 348 0 87

Brazil Journal @BrazilJournal

5 years ago

OPINIÃO. A grande falácia da Bolsa em dólares bit.ly/3oyrHAd

9 25 219 0 24

Download Image

Stuart Reid @StuartReid1929

5 years ago

Here are 10 questions I routinely ask myself that have really helped me invest my money & time better 👇🏻

1 2 31 0 11

Corry Wang @corry_wang

5 years ago

1/ Lessons From The Tech Bubble: Last year, I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era, to try to understand what it was like investing during the bubble A few people recently asked me for my takeaways. Here they are -