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Ray Dalio • Principles: Life and Work
‘primed with happy faces’.
Ross Edgley • The Art of Resilience: Strategies for an Unbreakable Mind and Body
The math of "optimal" diversification is not entirely new. Here is the analysis from Isichenko's "Quantitative Portfolio Management". The insight is that the optimal number of teams should be approximately 1/(pairwise correlation). Uncorrelated returns: infinite teams. 10% correlation: 10 teams.
3 minute masterclass on the only "free lunch" in finance.
Taught at MIT by Jake Xia,
With no student debt needed. https://t.co/oZyfHSzZ5R
Goshawk Tradesx.comThis traditional approach to asset allocation ran aground in 2008, when the financial markets collapsed and investors found that even if they had both stocks and bonds in their portfolio, they all fell together.
Chris Burniske • Cryptoassets: The Innovative Investor's Guide to Bitcoin and Beyond
This “prey-switching” behavior is common to generalist predators and turns out to be ecologically stabilizing for the whole food web. As generalists turn their attention to different prey species, the species that were getting depleted get a chance to recover, reducing the risk of extinction.
Jessica C. Flack • Worlds Hidden in Plain Sight: The Evolving Idea of Complexity at the Santa Fe Institute, 1984–2019 (Compass)
Peter Lynch is one of the best investors in the world.
He compounded his money at 29.2% per year (!) between 1977 and 1990.
The Peter Lynch Playbook tells you everything you need to know about his investment strategy.
Grab the 23-page document for free here: https://t.co/H55ATdhut3
Thanks to data from @sertalpbilal I looked at #fpl prediction accuracy for GW 1-19 for players that had ~1% or more ownership in GW 19.
No big differences, but seems the best model for xPts is from @FantasyFootyFix, and the best predictions for xMin from @fplreview Market Odds https://t.co/nos2hiE8el