@Cap1talCap1tal Curious if you've looked at ARX and have any thoughts on their MGA programs vs the aggressive pricing/overcapacity created by the typical MGA?
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Luke Constable
387 posts
Luke Constable
@l_constable
Founder @ Lampa Capital
New York, NY Katılım Haziran 2009
1.3K Takip Edilen1.6K Takipçiler
@hypersoren @curious_vii Ha! Guilty.
(Though I first read it in Palo Alto)
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i think you resolve this via schmidhuber – a paper it seems only attracts east coast readers
the universal imperative is curiosity for new beauty and a decentralized player could turn into an apparently centralized one by the deliberate and convicted expression of its curiosity
Sudhanshu Heda@HedaSudhanshu
All attempts to roll up the global economy under a centralised router are ill-founded because there is no single imperative the world wants to optimise for, making most signals extracted from individual instances of the AI extremely bloated
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@MikeSimanovsky Great message!
Learning about athletes like Gary Hall was incredibly heartening when I found out I was T1D too.
Love to see people highlight this
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Really cool to see two athletes with T1D playing in the Super Bowl this year! One of our sons has T1D… really special!
Let’s go!
#T1D
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Big fan of Eric & what @trytrata is building!
Trata (YC W25)@trytrata
Trata (@trytrata) is now on FinTwit. We host anonymous buyside to buyside conversations via voice calls. We work with 125+ funds (vs. 10 in March) and receive 25-30 human-to-human calls weekly. We compile these conversations into a library of investment research. EX: Fund 1 is bullish and Fund 2 is bearish on $OPEN, they ask each other questions they want answered surrounding the key debates for anywhere between 30-60 minutes. The average fund on the platform: ~$200-400mm in AUM, 3 investment professionals, fundamental research focused. These funds use tools like Bloomberg and third-party expert networks, and have regular access to management teams. To the qualified lurkers and anon accounts of FinTwit: Request a call on any ticker (bull or bear). If we pair you, we’ll give you: 1. Access to that transcript and any transcripts on that ticker published through the end of 2026 2. Airpods
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Small life update!
Planning to start writing again in the new year. Happy Holiday season to all of you.
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NEW ODD LOTS:
It's @trussliz
@tracyalloway and I speak to the former UK PM about rising gilt yields, the political economy of cutting spending, free speech in the West, risks of a UK doom loop, and what further plans she never got to implement.
podcasts.apple.com/us/podcast/liz…
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Just had the best weekend of my life 💛🥳
photo credit: @WangUWS
Suzanne Xu@suzymlewis
Dr. Suzanne Xu now :) @kevinsxu
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@nosunkcosts The real vs nominal distinction is spot-on.
Would also add that there are definition problems (e.g. flows from savings to equities vs among equities; bid/ask changes without $ flows).
What do you think is the best metric for "equity flows" for >3mo timeframes?
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@g3cfo Thank you! I've only read a few of these, and just ordered the rest online.
The one I'm still searching for is a tell-all from a private equity CFO. The adjustments they make, the way they shift numbers to fit narratives. (And please let me know if you know of it)
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@g3cfo One of my favorites - Tom is brilliant.
Also love Jacob Soll's The Reckoning if you haven't gotten to that one yet.
Any others you'd recommend in that genre of accounting history / applied accounting?
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@fkronawitter1 @elasticretreat Just chiming in with the Dec '22 print. Curious on what you're focused on here?
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@elasticretreat I dont unfort. They had some gaps in posting their data
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#Inflation Adobe ecommerce price index sees month-on-month inflation across most categories
January seasonal bump in full swing
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@prpl8 Yup, Vanguard 2040 TRF's drawdown is -32% (and that's just nominal).
But not seeing signs of TRF selling in earnest -- e.g. not showing in keyword searches.
Are you watching closing auctions or anything else in particular?
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@MrBlonde_macro Much appreciated... should have known that the best people always build it from the ground up themselves. Core data from BBG + Factset?
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@l_constable my own database…for US large cap universe (~1200 companies)
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Base Case: Stagflation
Bear Case: Inflationary bust
Bull Case: Stagflation
Position accordingly, data is freely available via Kenneth French. Spoiler: Growth and Quality get destroyed, Value kills it. Hey @alphaarchitect can I buy shares in your business? I already own your ETFs.
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@MrBlonde_macro Late, but just saw your reply here. Love your work -- Mind sharing which database you're using for sector-neutral factor work here?
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@hindsightllp @alphaarchitect sorry my sector neutral factor database only from 1984.
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@bennpeifert @NewRiverInvest Alan Boyce proposed this in 2010, but I never tracked him down to ask what stopped it from happening
dropbox.com/s/mzo4betmqhm8…
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@NewRiverInvest oh meant to tag you as resident twitter obscure mortgage security details nerd
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a friend asked me a question yesterday that i wasn't sure of the answer to.
in the danish mortgage market there is a direct match between a mortgage loan and the bonds issued to fund the loan, so individuals can go into the market and buy back their mortgage
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@VetTechTrader @howardlindzon Hearing this anecdotally too -- any way you're tracking this on bbg?
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@howardlindzon When I know even very prudent garpy long term oriented mutual funds (not the momo Tiger types) are getting forced redemptions, it makes a bit more sense-still selling but not for the best reason
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My personal stock portfolio (the 8-80 stuff thats worked forever) is in its biggest drawdown I can remember and i'm only 50 percent long.
Hoping this helps other people not feel so dumb.
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Luke Constable retweetledi
@sbensu The people demand your posts turn into a weekly occurrence
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People don't want to learn your API, so think of it as a ladder:
1. Maximize the problems experts can solve.
2. Minimize how much a novice needs to learn when they take their first step.
3. Make a smooth ladder between their first and last step.
blog.sbensu.com/posts/2022-01-…
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