Max @maxruan_98

Melbourne, Victoria Joined March 2018

Tweets

60
Followers

46
Following

306
Likes

8

Jan Van Haaren (@janvanhaaren.be on Bluesky) @JanVanHaaren

4 years ago

🧵 Computing and visualizing advanced soccer analytics metrics is becoming extremely straightforward. Access to event data and basic programming skills suffice nowadays as free open-source software libraries take care of most of the heavy lifting for you! (1/20)

11 136 1K 0 727

Chip Huyen @chipro

5 years ago

Things I’d prioritize learning if I was to study to become a ML engineer again: 1. Version control 2. SQL + NoSQL 3. Python 4. Pandas/Dask 5. Data structures 6. Prob & stats 7. ML algos 8. Parallel computing 9. REST API 10. Kubernetes + Airflow 11. Unit/integration tests

124 1K 6K 0 2K

Gavin Baker @GavinSBaker

5 years ago

I recently had the pleasure of giving a talk to the CSIMA, the Columbia Student Investment Management Association, which I will try to upload to Youtube at some point. Afterwards, they asked me for a list of investing book recommendations. Here it is: medium.com/@gavin_baker/i…

27 119 973 0 429

Andrew Kuhn @FocusedCompound

5 years ago

Munger in 2009 when asked how worried he was that stocks had fallen by 50% It's too bad that he won't be on the Berkshire stream this weekend

5 15 77 0 11

Download Image

Anil ⚡ @anilsaidso

5 years ago

I took 500 yrs of global reserve currency data and overlaid @RayDalio's 'Relative Standing of Great Empires' chart... 👀

53 388 1K 0 127

Download Image

PlanB @100trillionUSD

5 years ago

My third #bitcoin article! "Bitcoin Stock-to-Flow Cross Asset Model (S2FX)". Looking at stock-to-flow, phase transitions, cluster analysis, silver and gold. medium.com/@100trillionUS…

469 2K 5K 0 444

Corey Hoffstein 🏴‍☠️ @choffstein

5 years ago

1/ New piece from AQR crossed my desk. "When to rebalance your portfolio? Little, often, and unswayed by tactical views.” You know this is my jam. So a quick thought on tranched rebalancing and fighting the trend...

12 42 268 0 105

Download Image

Michael Batnick @michaelbatnick

5 years ago

"What matters for countries isn’t the amount of debt they hold. It’s how burdensome that debt is to maintain over time." collaborativefund.com/blog/who-pays-… Terrific piece by @morganhousel

11 20 84 0 11

Download Image

Michael Batnick @michaelbatnick

5 years ago

Medallion is up 39% this year, 24% after fees. Just assume they're on the other side of every trade you make. wsj.com/articles/renai…

25 54 329 0 14

Download Image

Alex Joiner 🇦🇺 @IFM_Economist

5 years ago

The IMF foreshadows the depths of the recession the global economy is in. Meanwhile equity markets rally, the positive correlation between growth and returns isn't strong at the best of times I know, but why is it seemingly strongly negative at the worst of them? #ausbiz

1 3 7 0 0

Download Image

Lyn Alden @LynAldenContact

5 years ago

Meanwhile, the IMF is looking to provide more dollar liquidity to countries that don't have enough Treasury collateral. bloomberg.com/news/articles/… They cited Indonesia as an example, which my previous chart showed was at risk. There are others like it.

4 9 62 0 2

Download Image

Naval @naval

7 years ago

How to Get Rich (without getting lucky):

10K 78K 261K 0 177K

Corey Hoffstein 🏴‍☠️ @choffstein

5 years ago

Any good guesses on the structure of Universa’s trades? I was thinking they might get some more convexity from exotics, but not sure about their ability to monetize those.

13 5 43 0 6

Naval @naval

5 years ago

Community A beats the virus through mass testing, isolation, culture, and borders. Community B takes its losses but develops herd immunity. B is more robust to future outbreaks of the same or similar viruses. A is more robust to completely novel pathogens and to bioweapons.

305 1K 6K 0 227

ValueJunkie @JunkieValue

5 years ago

Right mindset @verdadcap

0 6 23 0 5

Download Image

Meb Faber @MebFaber

5 years ago

Gonna setup a Zoom early next week to go over global market valuations...probably Tuesday. About half of global stock markets are trading below the valuations US stocks reached at the end of the GFC...and many single digits...lots of opportunity out there! Preview:

19 15 257 0 25

Corey Hoffstein 🏴‍☠️ @choffstein

5 years ago

JPM Europe Quant: Value as the basket of of all the world's problems.

2 4 31 0 4

Download Image

Julian Klymochko @JulianKlymochko

5 years ago

Stoked to announce the launch of the Accelerate Arbitrage Fund, giving investors access to real merger arbitrage (and SPAC arbitrage) in an easy to use, liquid and low-fee ETF. This was a culmination of 13 years of work! cc @EricBalchunas 1/ accelerateshares.com/press-releases…

8 2 16 0 3

Cullen Roche @cullenroche

5 years ago

Lots of people curious why the market isn't down more given that the economy is set to be down more than the GFC. It's all about duration and structural weakness. The assumption, so far, is this isn't a structural long-term economic downturn. We'll see if that's right...