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New River Investments Inc.

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crypto activity is interesting to me because it captured the attention of the most risk-seeking actors and also the ones with the most thirst for right skew. archegos and crypto

i dont think artemis is grifty, chris is obv bright and i think he is honest. i think his process is impressive and the work he’s done is unprecedented, but

sincerely hope IPO buyers dont expect origination economics to be anything like may 2020 to april 2021 or TTM when they do list, this has been an unusually favorable period

trillions $-sized money does- frequency rebalancing- target-deviation rebalancing- dynamic exposure (vol-informed) rebalancingHF fast money basically just tries to read that weather and figure out where they can ride some tailwindseveryone

ive been watching a lot of gardening/woodworking/machining videos last 5 months bc... well you know... and the main lessons ive learned is that the economics of “teaching” and vlogging are

i’ve been thinking for a couple of years about how the recurring V-shaped crashes and recoveries in large-cap indices have conditioned market participants to hedge for that and position for

Ok so thread of mortgage origination and securitization. trying to keep it simple so i might simplify some parts. do not be the jerk that pops in with some technicality

business-owner and payroll-payer here. i have a lot of acquaintances and friends with *small* businesses.who is OK? WFH-capable employers thanks to PPP.who is not? anyone who acts as an aggregator

i genuinely do not see how the ~$40B of "distressed credit" funds will be deployed in a way that generates even 10-12% returns tbh forget the high-teens to twenties that

You know what is weird? that the layoffs and shelter-in-place stuff is not showing up in wage and salary withholding yet. The 2019 gov shutdown only took ~5 days to

If you had a p&l 2008-10 you remember how fiercely disbelieved the second-derivative rally of Obama’s “profit-and-earnings ratios” + Bernanke’s ”greenshoots” were. If it was your first crash, you probably