Alex Good, Discover and Read the Best of Twitter Threads by @goodalexander

Alex Good

goodalexander

Day in the life of a hybrid quantitative qualitative trader. A thread 1/ Wake up 7:00 EST. Chug cold brew coffee, then water. Have a script that highlights top 10

Fintwit uses words like "beta", "Factor exposure", "value", "rotation", "momentum", "yield". The funds who use these words are happy with 8% a year that doesn't correlate with

I have bought Baidu $BIDU $280 Calls, June 17 '22 expiry. I think the end of the Archegos unwind, self-driving licensing and cloud/AI transition re-rating sends BIDU up 68% to

I got on Fintwit to study data around my own trade ideas, but get so many requests about resources to learn how to trade, & don't have time to answer

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

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%

Let's talk about Warren Buffett. A thread. 1/ I grew up in Omaha, born and raised. All I ever wanted to do was escape. I loved hedge funds. Hated Buffett.

A thread on gold, if only to clarify my own thoughts as I'm conflicted about the asset. 1/ $1800+ Gold is priced as a hedge to the possibility of the

I believe that $EURUSD is about to return to $1.10 from whence it came. A thread. 1] First I want to acknowledge I've been an extreme dollar bear. My reasoning

I believe we are at a tidal shift in markets. A thread. 1] China's aggressive purchases of soybeans, the 5 year plan meeting w Xi's dovish tone, and subtle shift