#Portfolio

Finally caught up on crypto twitter A few thoughts on this AMM debate:1) The math itself seems plausible based on volatility harvesting results (though I haven't checked the details).
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Thread on FI portfolio value.1) One thing this week has shown is that traders remain very attached to the portfolio value based on the buy price. Getting upset when it
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Thread: Why does need a portfolio of vaccines, instead of buying just one?1. No one company can supply everything we need. If any single company can do that, then
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A quick thread before we record for the pod. This promo is exactly what the community needed. A positive boost. This should get cash flowing between buyers and sellers and
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A sample $10,000 portfolio- Well diversified- Limited risk- CashflowKeep reading to unlock itIt might just give you some ideas (this is not financial advice) So you have $10,000Where do you
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1/ Index products in crypto are boring to us native folk because they are simply a volatility-minimized buy & hold vehicle and do not appeal to our “inner ape”.But for
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In a mentoring session for @ADPList, I told an aspiring designer that she’s going to get a lot of advice on her portfolio. Much of it is going to be
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I like to think about managing my portfolio like an NBA GM thinks about managing his basketball team. Here is how Warren Buffett has said if you have LeBron
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1/ I really like what Fundsmith does on their letters re: viewing their portfolio on a look through basis inspired by Buffett. Some links below and further discussion in this
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Excerpt from a conversation with a client about backtesting and how to approach quant trading.People tell max dd numbers to their client like they know what is going to happen
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Which company in your portfolio excites you the most. I've come to the conclusion that it is Square $SQBuilding the greatest and most inclusive financial ecosystem to serve all needs
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I actually think for many people, while journeying to bigger art jobs, you'll be happier and healthier keeping a steady day job that isn't art, and nurturing your personal projects,
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7 moats of great investorsAn insight from legendary value investor Mark Mobius1. It’s an obsession: you don’t enjoy investing you live it. You wake in the morning and you check
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1/n CONFLICTS OF INTEREST The many hats of Prof.’Crump’. Following my Tweet thread of Jan 1 exploring the alarmist NHS Prof.H.Montgomery urging on BBC that naughty people must comply with
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guess where the "US private equity group that owns #Dominion" is located in NYC? riddle me a russian deep state mafiosi takeoverhttps://www.trump.com/commercial-real-estate-portfolio/1290-avenue-of-the-americas ps: it gets worse &
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1/ Random thought: the current SPAC boom has accelerated so rapidly because PE/VC firms were/are in desperate need of a new method of exiting bad investments that they have been
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