Sublime
An inspiration engine for ideas
8 Years later, Clueless Nate (Silver) still clueless about probability. https://t.co/ZNUjSKDJHs
Investment Principles.pdf
drive.google.com
Inspired by these events, John quickly developed a theory for how leverage causes booms and busts. He did this in 2000, eight years before the 2008 financial crisis.6 Whereas Minsky simply presented the idea that waves of investor pessimism and optimism could influence borrowing and possibly cause a crash, John’s mathematical theory linked
... See moreJ. Doyne Farmer • Making Sense of Chaos: A Better Economics for a Better World
BLOOMBERG ARTICLE ON SYSTEMIC RISK FROM PODS
Some interesting points in this Bloomberg article on multi-manager funds.
A couple points stood out to me, and there were a couple points I would add. What stood out:
1) PODS ARE BIG. 30% of HF GMV per GS report (does... See more
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