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  1. M

    Zacks versus Bloomberg consensus estimates

    Which earnings estimates are more precise? Can anyone recall a formal study?
  2. M

    Quant’s winter tail

    Did you get it?
  3. M

    BR add

    So 15 years after Bitcoin was invented, we can now use that invention to buy an ETF to store value... ... by Blackrock... ... Truly revolutionizing.
  4. M

    Tax withholding on interest income through IB Ireland

    Thank you so much! I did not see it. It must be new. For me it only applies to 2022, since there is no withholding beginning in 2023, when I provided the appropriate form to avoid the withholding. I found this on the Irish Revenue Service web page, which is the next steps to reclaim the tax...
  5. M

    Breaking quarterly earnings news feed

    Bloomberg is king, but expensive. The Fly and Benzinga have a breaking earnings news feed, where quarterly earnings announcements are summarised. Are there better/faster alternatives when it comes to breaking earnings news feed?
  6. M

    Tax withholding on interest income through IB Ireland

    I know because I have waited for more information on the reclaim process, since they wrote they would provide more information, and I have written to IB for more information and was told they were not ready. What information have you received?
  7. M

    Tax withholding on interest income through IB Ireland

    Yes, however IB never provided more detail on the reclaim process. Has anyone Has anyone succeeded in reclaiming the 20% withholding tax on interest income from the Irish IRS? I have received details from the Irish IRS on how to reclaim, but those forms were for dividend income, and I need...
  8. M

    support and resistance

    If it was that simple to make money trading, everyone would trade stocks for a living. It does not work systematically.
  9. M

    Difference between experts' trading and ordinary trading

    That is a great one. I fully agree. And consequently often do not trade/invest other peoples' money.
  10. M

    Difference between experts' trading and ordinary trading

    Many thousand trades each year for many years. Each trade has an expected negative outcome due to transaction costs, but you turn in a profit year after year after year.
  11. M

    2024 Stock Picks

    That would be negative. However, most likely they will seek a licensing partner before phase 3.
  12. M

    ALT versus NVO

    ALT up 147% from entry point after the announcement of phase 2b data, so you did not have to run the risk of the data. I hope you bought a position.
  13. M

    2024 Stock Picks

    ALT When I entered after the phase 2b data just days ago, it was trading close to net cash even though the data seems to be as good as Novo's Wegovy. Big pharma are hungry for a weight loss GLP-1 drug of their own. Novo has become the largest company in Europe because of their GLP-1. ALT will...
  14. M

    IB Fills have gone bad ?

    Real orders or paper?
  15. M

    Quant’s winter tail

    The value of all the wisdom in the I agree generous and abundant publications can be distilled in one time series: The annual returns of AQR’s Absolute Return strategy — its oldest investment vehicle. Do you have it?
  16. M

    Quant’s winter tail

    The more you rebalance, the higher the transaction costs. Since you cover factor investing professionally, can you identify a public factor fund with a long term track record of outperformance?
  17. M

    Quant’s winter tail

    Where do I ask for that? Read what I am asking for. Hint: Look for the question mark. Yes, there are real world factor ETFs, but very few with long term track records and no one that I can find with long term outperformance. But again. That is not my question. If you just like to insult...
  18. M

    Quant’s winter tail

    From the article which is the starting point of this debate: "AQR’s Absolute Return strategy — its oldest investment vehicle, which combines a broad array of its investment approaches — returned 16.8 per cent in 2021, and in 2022 it notched up a net gain of 43.5 per cent, its best performance...
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