The Wall Street whisperer gives us his real thoughts on NFTs, the metaverse, and which Ancient philosopher would be the best day trader.
(5min _ MorningBrew)
- Even God would get fired as an Active Investor
- Does Gamma Hedging Actually Affect Stock Returns?
- Market Timing Using Aggregate Equity Allocation Signals
- How to Predict Stock Returns (Using a Simple Model)
- Is There a Replication Crisis in Finance?
(3min _ alpha.architect)
Equity sector and CTAs were cut down by Omicron, a tech sell-off, and inflation fears last month. Still, investors did well with hedge funds this year, particularly in credit, quant, and multi-strategy.
(6min _ InstitutionalInvestor)
Gold is not an inflation hedge; Valuations don’t matter; Strong earnings can support high valuations. Especially when interest rates are near zero; Bull markets can last longer than you think; The market doesn’t have to stop going up when bubbles pop; Experience is overrated. Especially in a bull market; Skeptics sounds smart. Optimists make money; Shoeshine indicators are completely dead; Avoid extremes; People are starved for yield
(7min _ IrrelevantInvestor)
A number theorist recalls his first encounter with the Riemann hypothesis and breaks down the math in a new Quanta video.
(7min _ QuantaMagazine)
21 thoughts from 2021 I’d like to take into 2022: pic.twitter.com/hdHCgGiYVj— Tim Urban (@waitbutwhy) December 31, 2021
“I never allow myself to hold an opinion on anything that I don’t know the other side’s argument better than they do.” _Charlie Munger