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Ray Dalio • Principles: Life and Work
The Melt-Up Before the Collapse: Building a Testable Thesis in Real Time Across Equities and Bitcoin
capitalflowsresearch.com
Morgan Housel
morganhousel.com
For my next trick, I will now attempt to summarize @ole_b_peters very insightful paper in @nature :
The Ergodicity Problem in Economics
At the risk of being hyperbolic, I think it is one of the most important papers ever published in economics. https://t.co/diLp6wsdys
Make sure that those in charge are open-minded about the questions and comments of others.
Ray Dalio • Principles: Life and Work
Some thoughts from Bill Gross on portable alpha.
(Sources: "Portable Alpha Theory & Practice" and “Consistent Alpha Generation through Structure”) https://t.co/YK0yhtytRl
The secret is to buy bonds the big money isn’t allowed to. To illustrate the point further, let’s look at the BlackRock Floating Rate Income Strategies Fund (FRA), which buys floating-rate debt. (More about floating-rate debt in a moment). For now, just know that most of the bonds it buys are issued by corporations, and most of them are below the “
... See moreTom Jacobs • How to Retire on Dividends: Earn a Safe 8%, Leave Your Principal Intact
Be specific in identifying your problems.