Discover and read the best of Twitter Threads about #variance
Most recents (3)
An argument for why the Gambler's Fallacy, the Recency Bias, and Conditional Heteroskedasticity could set up an attractive asymmetric return profile ahead of Wednesday's US inflation (#CPI) data ...
🧵 1/n
🧵 1/n
Headline CPI is forecasted to come in at 6.5% YoY, compared to 7.1% the month before. CPI has clearly been trending downward since June 2022, which is positive for the #economy and risky assets as it puts a ceiling on how high the #FederalReserve has to raise rates.
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The Gambler's Fallacy & Recency Bias:
CPI swaps indicate that CPI should be approx. 2.5% (!) this June. This seems to be an example of the "Gambler's Fallacy"; a misunderstanding of #probabilities in which people wrongly project reversal towards a long-term mean.
3/n
CPI swaps indicate that CPI should be approx. 2.5% (!) this June. This seems to be an example of the "Gambler's Fallacy"; a misunderstanding of #probabilities in which people wrongly project reversal towards a long-term mean.
3/n
1. 🧵 As we slide deeper into the bear market, it's become clear that there's been a lot of degeneracy when it comes to yield generation.
But what if I told you, you could be your own yield? A thread on basis trading.
But what if I told you, you could be your own yield? A thread on basis trading.
2. Everything that's going to be in this thread is covered in a lot more detail in my article. Maybe right click -> new tab it for later? machow.ski/posts/crypto_a…
3. I'm not going to bury the lede here either. You should check out my side project for finding basis trades. I'll be talking more about it below ⤵️. cryptoncarry.com
1/ Excited to share how T cell therapies kill #leukemia!! multi-omics + new #computational #singlecell tools for longitudinal analysis 👉unexpected answer! cell.com/cell-reports/f…
*👏* @elhamazizi! 🙏 @dpeer Cathy Wu @MDAndersonNews @CPRITTexas @ColumbiaBME @sloan_kettering
*👏* @elhamazizi! 🙏 @dpeer Cathy Wu @MDAndersonNews @CPRITTexas @ColumbiaBME @sloan_kettering
2/ We studied donor lymphocyte infusion (DLI) - an #Immunotherapy for relapsed #leukemia after #BMT & the #og of #celltherapy. Previously, we showed DLI reversed T cell exhaustion - but didn't know why/how/which T cells were responsible...
ashpublications.org/blood/article/…
ashpublications.org/blood/article/…
3/ To address these ?'s, we modeled intraleukemic T cell dynamics by integrating longitudinal, multimodal data from ~100K T cells (!) during response (R) or resistance (NR: nonresponder) to DLI.
