Sublime
An inspiration engine for ideas
The most beautiful summary of the last 2 years of equity market activity by Howard Marks https://t.co/5Ma9Vcavwe
New research paper by Stoikov et al. on Market Making in Crypto.
https://t.co/hRJss9bWOK
Jane Street's modus was simple. It aggressively bought large quantity of F&O stocks in cash & futures while also buying Put options. Then, it sold the stocks & sent market crashing & profited from Puts (& vice-versa). SEBI has impounded the illegal gains of ₹4843 Cr & banned it https://t.co/ShqLlbwpSU
Leopold Aschenbrenner's fund has outperformed basically every mainstream hedge fund YTD and he's running 1bn+ of capital btw
the gulf billionaires & pension funds are watching this
capital management will soon become an activity exclusively done by chronically online zoomers... See more
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
Mark stuck his neck out with unpopular opinion for over two years. https://t.co/7u5UPbkMz4