MacroPunter @MacroPunter
Nobody said it is/should be easy. Doesn't mean we can't give everything we have in its pursuit. Opinions my own. Boston, MA Joined October 2017-
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Butler with 22 on 9 of 10 shooting in first quarter. One of top three playoff performers in the history of South Florida pro sports.
POSITION SIZING / ALPHA THEORY: Idea gen and research is the process of finding alpha. Position sizing and buy / sell discipline is the mechanism of maximizing it. I use Alpha Theory software to aid in position sizing decisions and buy/sell discipline. A 🧵on our framework.
What's happening in Swiss US$s is the difference btw inflation and "inflation." It's not semantics. Inflation = too much $s. "Inflation" supply imbalance ends up being, gasp, transitory. $ shortage means "inflation" not inflation. Ask the Japanese. youtube.com/watch?v=y2xK0o…
How to analyze, visualize and use alpha from the feature? 🧵 I would like to show you methods for analyzing some features that you will find in the data. Everything is used in practice, without fancy words and ML methods. For quants and beginners coming from manual trading.
What's the difference between professional high achievers and amateur day dreamers? A lot. Here are 11 ways professionals show out when amateurs just show up:
I rarely tweet "threads" on the markets but I feel compelled to at this moment; mainly so I can clear my own head but also b/c I hope by sharing my thoughts I may help some other investors; I would normally do this recording @OnTheTapePod but this is a stream of consciousness 1/
The quicker you want something, the easier you are to manipulate.
There have been 736 turnaround Tuesdays since 1990. Every single one of them happened on a Tuesday.
The wait is over. The regular season, conference tournaments, and Selection Sunday are all behind us. It's tournament time. Here is the 2021 edition of my tournament guide. bit.ly/3vre3mf
Reddit CEO points out that people on TV are making bad investment recommendations for people to follow all the time.🎯
These hypnotizing curlicues have haunted mathematicians for 150 years. This is just a glimpse of the Riemann hypothesis. Learn why its proof would be the holy grail of mathematics in our new video. quantamagazine.org/how-i-learned-…
Bam Adebayo’s block on Jayson Tatum’s dunk attempt was the best defensive play I’ve seen ever in the playoffs!!!!
This is an excellent article on the offshore dollar funding markets issues and ongoing demand for dollars "Down The Rabbit Hole" - The Eurodollar Market Is The Matrix Behind It All | Zero Hedge zerohedge.com/markets/down-r…
When thinking about history it helps to break things up into massive periods of time, like the Cretaceous, Jurassic, Cambrian periods, and March 2020.
NEW INTERVIEW! It’s all about the DOLLAR!! Are YOU a $ bull? If so, this is for you! Are YOU a $ bear? If so, this is even more for you!! 😉👇 Brent Johnson (Dollar, Stocks, Gold) The Rebel Capitalist Show Ep. 28! youtu.be/blaySIwqJOY via @YouTube Special thx @SantiagoAuFund
Pleased to share our new research piece: "BIN There, Done That." Should appeal to fans of @PTetlock, Danny Kahneman, @VSatopaa, Barb Mellers, @SibOliv, @CassSunstein. morganstanley.com/im/publication…
Does this look like the man that just shook up the AFC playoff picture?
Have you read these Michael Mauboussin essays? If not, why the heck not? public.asu.edu/~bac524/counti… kellogg.northwestern.edu/faculty/korajc… covestreetcapital.com/wp-content/upl… …31jz0lglwdu48.wpengine.netdna-cdn.com/wp-content/upl… research-doc.credit-suisse.com/docView?langua… Big list here: google.com/amp/s/hurrican…

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OSINTdefender @sentdefender
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