Filip Peters

@enlundm Spekulationsviljan upp? Skulle vara kul att se hur excess returns på småbörserna ser ut under samma period

I dag lämnar regeringen sin budgetproposition för nästkommande år till riksdagen. => Allt åt alla? (Nästa år är ju ändå ett valår) 🇸🇪🍌👑

@TalebWisdom @nntaleb What about people who selfstyle themselves as flaneurs? 🤔

"In general, when people selfstyle themselves "entrepreneur", "polymath", or something of the sort, they're not. Real entrepreneurs calls themselves "restaurant chain CEO", "Ski equipment manufacturer", "kidney imaging importer"..." - Nassim Nicholas Taleb

@GuruAnaerobic babies don't spread as quickly as flus

I want to abort baby - "Your body your choice" I don't want to take a rushed through vaccine - "Anti-vaxxer"

Absolute bargain.

@nikillinit Is anyone applying GPT-3 to identifying patterns in healthcare innovation? Ie. identifying treatments and technologies that have worked in certain fields and figuring out where else they might work; cross-pollination across different medical fields

We need more "flexible experts" in healthcare - people that understand the space but also have an open mind and willingness to entertain new ideas without being dismissive about them

@Twitter lol

@nntaleb In a world with super debt cycles, and intergenerational wealth transfers due to the modern benefit system we have built for ourselves - not to mention one of the few times in history when the older generation is larger than the younger, democracy might not function as intended..

4) The older generation must not justify its "utility" to the younger one. They earned it. CIVILIZATION: Athenians granted old mules who worked hard a privileged and "honorable" retirement, free to roam with a pension at public expense. That's the reverse of Geronticide.

LOGICAL INCONSISTENCY DU JOUR Someone said "if an old person dies of COVID, it's not a big deal because they could have died of someone else". To be consistent, you must accept: "If a someone kills an old person, it's not a big deal because they could have died of someone else".

@nntaleb And the Golden rule might be "Don't treat the younger generation the way you wouldn't have wanted" or if we're feeling positive: "treat the young generation the way you would have wanted to be treated"

3)Do not disrupt the Silver rule: don't treat the older generation the way you don't want the next generation to treat you. Civilization and group moral rectitude started with the Silver and Golden rules. Geronticide is morally repulsive; only accepted in nouveau-riche societies.

@nntaleb Populist. "If SOMETHING kills an old person, it's not a big deal because they would have died of someone else" would be the correct comparison monsieur taleb

@valley_llama @TankersTmoney @JimmyWar77 Out of curiosity, what's stopping someone from taking majority ownership of one of these companies and just selling the ships?

@TankersTmoney @JimmyWar77 It's old but not super-old. Smaller tankers can live over 20. Maybe not in this environmental era, but still enough to see a good up-cycle I would hope. But I agree it doesn't hurt to rejuvenate, at the right time and price.

@TankersTmoney @JimmyWar77 Would you mind sharing your $TNK fleet appraisal & methodology? Number⁠ / Class ⁠/ Average Age 2 STS 9 LR2 ⁠— 10y 17 AM ⁠— 13y 26 SM⁠ — 11y 0.5 V ⁠— 7y I seem to be off vs. broker estimates. Thanks.

@bennpeifert @nntaleb @breakingthemark That was meant for taleb.

@borsbamse1 @nntaleb @breakingthemark Can you specify who, and reapond what? Some of us are blocked by others and can’t tell

I’ve really enjoyed the Asness-Taleb feud. Some of the best parts are the comments by the people supporting their “guy”. I’m drawn to the similarity of their views: -Both sides think they are the counterpuncher. Both sides think they were attacked first.

@nntaleb @breakingthemark @bennpeifert Please, can you respond specifically? Rants may be sufficient for others, but we expect better from you. This seems to be a recurring theme and is serving no one, including you and your intellectual capital, for the better.

@breakingthemark @bennpeifert This imbecile did not get my claims. Ignore, read my new book.

@JulietteJDI @acs20074064 If we truly cared about our children perhaps we'd try to be a bit more pragmatic about this. Fill all all those empty hotels with the at-risk population. Fill all those Northern powerhouse factories with youth. The old get a a holiday; youth unemployment gets a much needed dent.

@acs20074064 I guess your children are not Italian? The economy and country has been destroyed enough in my humble opinion. As far as I am concerned Italy is family.

He is absolutely right. And that is why we should discuss but eventually move beyond the petty issues raised by the frugal fours. After WW2 US had all interest in rebuilding Europe so why wouldn't each EU State have an interest into rebuilding EU after WW3? #thinkbig

@JulietteJDI I think perhaps a differentiation between permanent destruction of productive capacity and changes in GDP is in order. GDP as a metric of the economy ain't what it used to be ..

@MacroTechnicals Looks depressingly similar to sitting the CFA exam..

@CliffordAsness @profplum99 @cliffasness Come on guys .. I'm sure Mike could have some good macro/flow inputs and Cliff could make the obviousness of value clearer to us all (after all, if Mike doesn't "get it", how are the rest of us supposed to?). If not for yourselves, lift your egos out of this for the rest of us =)

@profplum99 @cliffasness Someone tell him no for me. He's been rude, he argues tendentiously, and as far as I know he's anonymous (though I think some know him I don't and those trolls are the most annoying). I'm going to debate whether relative value matters with a jerk? Nope.

@cliffasness is apparently a very brave man. C’mon Cliff, let’s do an hour long video interview to openly discuss. I have regularly cited your employees’ good work and am personal friends with one of the authors of AQR’s latest. That doesn’t make the paper right.

@verdadcap If deflationary expectations persist, the value of growth will increase further. RA's analysis only goes back to 1961.. Do you know of any good research on HML factor performance in periods of deflationary expectations?

Small cap value has had an awful quarter, capping a terrible decade. I offer my apology for small-cap value investing. mailchi.mp/verdadcap/an-a…

@LONGCONVEXITY What is cash on the sidelines? Every buyer of an asset has a seller..

Cash on the sidelines.....

@VrntPerception So MMFs are highly valued rel. to history? For every buyer there is a seller, there is no "cash" on the "sidelines".. What am I missing?

Money market assets continue to surge... that's a lot of money to come back into risky assets once risk appetite picks up again

@henrithu @emollick @robertwiblin Got a link to that?

@emollick Point 3-8 reminded me of the Oxford situation @robertwiblin posted about from John Kay a few weeks back.

I often think about this real WWII guide to sabotage for civilians, published by the CIA's precursor. Look at the list of ways of sabotaging office work to cause delay & demoralization and consider how common they are at your job next time you get nostalgic for the office! 1/2