Discover and read the best of Twitter Threads about #alpha

Most recents (8)

Thread

I'm sympathetic to the arbitrage argument against #trend-following but there are several compelling counter-arguments:

1. #CTA assets are still a vanishingly small proportion of total global market cap. Ex-Bridgewater they're prob less than $200B vs $100T global market.
2. While prices are set at the margin, CTA trading (esp. ex-BW) still represents a single-digit proportion of total trading.
3. Trend is a low signal indicator. #MachineLearning techniques are unlikely to emphasize trend features. More likely they will be combined with other features in Bayesian / decision tree frameworks, but they won’t be dominant trading signals.
Read 8 tweets
1/ THREAD: Body Language Analysis No. 4413: Mike Pompeo and Sergey Lavrov meet in Washington DC —#Nonverbal #EmotionalIntelligence #BodyLanguage #BodyLanguageExpert #DonaldTrump #SergeyLavrov #MikePompeo #Alpha #Beta
2/ Russian Foreign Minister Sergey Lavrov and US Secretary of State Mike Pompeo met today (10 December 2019) at the State Department in Washington DC. After their meeting, they held a joint press conference. Later in the day, Lavrov met with President Trump in the Oval Office.
3/ This image represents Pompeo's body language for about 10% of the total time of their joint presser.
Read 17 tweets
.@realDonaldTrump Rev 5:5 "And one of the elders said to me, “Weep no more; behold, the Lion of the tribe of Judah, the Root of David, has conquered, so that he can open the scroll and its seven seals.” @theloop #QAnon #IAmTheChosenOne #WWG1WGA
@realDonaldTrump @theloop #Triangulum #Delta +,++,+++
The Ancient Greeks called Triangulum Deltoton (Δελτωτόν), as the constellation resembled an upper-case Greek letter delta (Δ) en.wikipedia.org/wiki/Triangulum
#QAnon #WWG1WGA #Pray
I am the #Alpha and the #Omega

"An alternate form of capital Ω resembles an underlined superscript omicron or some forms of Latin Q. The O and underscore may, but need not, be touching." #QAnon #WWG1WGA #Pray
Read 17 tweets
This is a great video - look at 0:15 lol ❤️

Trump: Congressional testimony on U.N. building renovation (2005)

Link to full clip (rather long) c-span.org/video/?c481527…
But one of the best parts about this was when I found pictures from the same testimony...

Note the body language (particularly under the table)
Read 6 tweets
[THREAD] In chapter 4, we discuss how to solve for #HumanCapital challenges in #VC. So if we haven’t found a strong argument why we shouldn't try & build a fund from scratch as there appears no structural barrier to entry that cannot be overcome — how do we therefore do this?
1.) Where to look first?

The churn in top tier performance is drastically increasing as the VC market matures & #Alpha is dispersed due to the inherent inefficiencies. Only the best funds plan for succession.
2.) Ultimately, VCs firms are small partnerships. Behavioural challenges in #InvestmentPartnerships include:

•Economic Allocation
•Shared Decision Making
•Diffused Responsibility
•Personal Risk Minimisation
•Go-along-to-get-along Interaction
Read 19 tweets
[THREAD] As a systematic public market investor, #VentureCapital was an asset class that felt opaque to me based on only my limited exposure of #AngelInvesting & my friends in the industry. In this article, I set the context for Unpacking Alpha in Venture Capital.
1.) It is a challenging asset class to digest & I am sure a majority of large institutional pools of capital would struggle to list more than a handful of brand name VC firms or investors.
2.) That said, top decile returns in VC are extremely impressive so I decided to take a deeper look with a view to create an ecology map & building an institutional footprint from first principles.
Read 23 tweets
THREAD: Body Language Analysis No.4304: Donald Trump's and Kim Jong-un's Handshake in Singapore - #Nonverbal & #EmotionalIntelligence#DonaldTrump #KimJongUn #TrumpKimSummit #BodyLanguage #BodyLanguageExpert #Handshake #Alpha #Beta #NorthKoreaSummit
1/ In a meeting many thought would never happen, Donald Trump and Kim Jong-un made history in Singapore on Tuesday. What follows is a nonverbal analysis of their initial handshake.
2/ In this first moment leading up to their handshake, Donald Trump is the first to extend his hand as he is walking toward Kim Jong-un. This is a good body language tactic - for it projects initiative, strength, and an overall alpha-tone.
Read 26 tweets
I keep hearing 7.1+ & seeing Oaxaca
#JesusIsComing
Just putting this here^

accuweather.com/en/weather-new…
I seem to have missed this one: cnbc.com/2018/01/14/str…
Read 69 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just three indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!