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Darren 🥚
ReformedTrader
1/ Hedge Fund Market Wizards (Jack Schwager)Thread with quotes from the book"This volume is part of my continuing effort to meet with exceptional traders to better understand the elements underlying
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1/ Waiting for the Last Dance (J. Grantham: Jan. 5, 2021)"Featuring extreme overvaluation, explosive price increases, frenzied issuance, and hysterically speculative behavior, I believe today's event will be recorded as
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1/ Science Fictions (Stuart Ritchie)"Entirely avoidable errors routinely make it past the Maginot Line of peer review. Books, media reports and our heads are being filled with ‘facts’ that are
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1/ When Diversification Fails (Page, Panariello)"To fully appreciate extreme correlations, we take an in-depth look at stock-to-credit, stock-to–hedge fund, stock-to-private asset, stock-to-factor, and stock-to-bond correlations duri
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1/ Thread: Bubble stock anecdotes"Reminder: You can lose money in a good business if you overpay."$CSCO doubled revenues and gross profits from 2000-10."The stock was flat from 2000-10 with an
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1/ I've been getting e-mails "encouraging" me to vote one way or the other... this is how I've responded:There is a lot of research over the past sixty years suggesting
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1/ Structure of Scientific Revolutions (Thomas Kuhn)"A new theory is not chosen because it is true but because of a worldview change. Progress is not a simple line leading to
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1/ THREAD: Magazine cover predictions, shoeshine boy tips, and other questionable calls"On Aug 13, 1979, the front cover of Business Week featured a crumpled share certificate in the shape of
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1/ The Rise of Carry (Lee, Lee, Coldiron)"Different forms of financial carry have always been central to modern financial systems."A problem arises when those that do not have the balance
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1/ Superforecasting: The Art and Science of Prediction (Tetlock, Gardner)"Foresight isn’t a mysterious gift bestowed at birth. It is the product of particular ways of thinking, of gathering information, of
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1/ Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts (Annie Duke)Thread"World-class poker players taught me to understand what a bet really is: a decision about
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1/ The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution (Gregory Zuckerman)Thread with quotes from the book and links to related podcasts and articleshttps://www.amazon.com/Man-Who-Solved-Market-Revolution/dp/07352179
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