Corey Hoffstein 🏴‍☠️, Discover and Read the Best of Twitter Threads by @choffstein

Corey Hoffstein 🏴‍☠️

choffstein

1/ I spent the last week looking into the BTC futures basis trade (on the unregulated exchanges).I thought I'd share some thoughts as to my findings...(Did I do that

1/ This whole thing was great, but the last few minutes grabbed me.@maratikus_quant discusses his new research that suggests the financialization of commodities in the early 2000s created a term

1/ I want to spend a little more time on this idea of concave versus convex payoffs that I highlighted a bit in our commentary yesterday on Trend Equityhttps://blog.thinknewfound.com/2018/09/a-trend-equity-primer/ 2/

1/ I feel like factor volatility has shot through the roof in 2020 and nobody is really talking much about it.(I get it, there are more important things going on.)

Who are the best follows on Twitter for distressed / deep value investing?cc @Greenbackd @BillBrewsterSCG @farnamjake1 (Asking for a new face – @AcRielo!) cc @MebFaber @alphaarchitect

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

My twitter and podcast stream are filled with hot economic takes but few actionable ideas.So, if you had to build a buy-and-hold portfolio (of assets or strategies) for the next