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cbian
CbianBen
Folks; let us continue our STOCKS 101 Thread. Stock Market is a funny place with it’s own Lingo. As the song says, “If you gonna play in Texas, you got
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Dougie Kass
DougKass
Questions I Ask Myself:* If deficits don’t matter, why do we pay taxes? I want my money back, with interest!!!!!!* I care about risk when buying equities and credit. I
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Matteo Maggiori
m_maggiori
How have expectations of market returns and economic growth evolved with the Covid-19 crisis? Expectations about rare disasters? What about trading in equity and bonds? Some answers from our latest
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RationalInvestor
Orangeman1992
Since pandemic started, USA dumped more than $5T on the American economy. GS economist Blake Taylor thinks there’s a good chance we haven’t seen the last of these fiscal spending packages and
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Balu Gorade
BaluGorade
Parag parikh long term equity fund–~One of the best fund in category (multicap)~Insiders hold 3.73% of the current AUM(Aum 4014cr) shows skin in the game~International diversification~They Invest around 65% in
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NicK.k
hsk_nick
IS TECH OVERVALUED? (Thread)1/ What is “Value” what is “Growth”, these are constructs we form to try to help us logically understand a non-linear world. However, logic breaks down at
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Sahil Bloom
SahilBloom
Risk-Free Rate 101@Chamath recently posted a great thread laying out the impact of the "risk-free rate" on public market valuations and investor behavior. It was, unsurprisingly, on point.But what is
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Ari Paul ⛓️
AriDavidPaul
Portfolio theory 101: in deciding whether to add an asset to your portfolio and in what size, you only care about two things: the expected value (EV) of the asset
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808
prpl8
1 Here is a post mortem of a Eurodollar trade I have been a part of from late 2018 until this month. I learned a lot in this trade &
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Alex Good
goodalexander
Owning volatility is expensive - about 11%/ yr to hedge a stock portfolio. Since $VXX came out, this would have eaten your whole return. Meh.In this thread I'll explore what
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Nate Ellis
massivefamily
How business and investment compare.I have roughly $100k each in 3 investments, none leveraged. I’m focused on low risk cashflow.- Apartments- High yield bonds- Amazon wholesale inventory Here are the
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Dan Hedl
danheld
1/ Inflation is coming. The US just hit a 13 year high inflation rate. This was unexpected by policymakers and economists. To an individual of average intelligence, it was entirely
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Alex Good
goodalexander
Michael Platt of Bluecrest made 50% in 2016, 54% in '17, 25% in '18 and 50% in '19. Rumored up big in 2020. Per Market Wizards 2012, he averaged 14%
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Rob Carver
investingidiocy
Thread on which futures contract to trade, seems relevant given what just happened in Oil. 1 Don't trade the front unless you have to! There are several reasons for this:
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Seq
CryptoSeq
1/ Injective is far bigger than a DEX, it's a protocol that will allow anyone to build any type of exchange on top. From Institutional grade exchanges to entry level.
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Peter K Reilly
PeterKReilly
1/With the NIPA GDP release this AM came 1st cut of 1Q corporate profits. This series showed a substantial sequential decline which in my model logic moves my allocation to
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