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    Let's talk about Microsoft

    Let's not
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    NFLX earnings - The fun begins October 14

    yeah, I think I'll run out and buy near-dated OTM just-post-ER premium on the ultimate crush-machine stocks. I am convinced that, literally, for the most part, most of the time, the moves of these particular stocks are driven by the option net positions. A sucker's graveyard and IMO your odds...
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    Two economists tried to replicate a bunch of published economic studies — and the results were distu

    ...And just like that... Thread becomes a platform for posturing one's political views The irony is palpable
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    Why do American businesses do business in China?

    to make (more) money?
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    Two economists tried to replicate a bunch of published economic studies — and the results were distu

    But yet if one is of the "Austrian" school they are ridiculed
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    Two economists tried to replicate a bunch of published economic studies — and the results were distu

    There was a daily show episode years ago where the guest compared economics in a nobel prize context to monkeys throwing theses at one another. :DWish I could find that clip for you. To me the glaring problem is precisely the lack of a scientific approach, so by definition economics cannot be a...
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    Long/Short portfolio in DAX universe: stationarity filters

    Just as an observation, could be wrong here, but it seems to me looking at that curve you have one "filter" in particular that served to avoid the major drawdown(s) (a get out filter) & it his largely responsible for (probably) just about all your excess returns, I am guessing, and I'm also...
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    The Liquidations Begin: Three Hedge Funds Shut Down After Summer Rout

    Yeah but the equation changes if they realize they are incapable of the upside vol:eek:
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    Long/Short portfolio in DAX universe: stationarity filters

    Allow me to elaborate: What we are speaking of here is essentially a claim of "alpha" generation e.g. the risk-free kicker/juice. I say this because what is clearly displayed is the "stability" (lack of draw-downs) relative to generic portfolio (index), of the strategy relative to its own...
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    I know nothing about Spreads, how did this YUM Trade make money?

    check out this little beauty in Hong Kong this evening (I got out way too quickly) symbol = 250
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    I know nothing about Spreads, how did this YUM Trade make money?

    ooof that strategy has been very difficult to pull off successfully lately (last ~1yr) has it not? Follow thru has been hard to come by in my universe, mean reversion galore tho
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    I know nothing about Spreads, how did this YUM Trade make money?

    on a more constructive note, what characteristics do you look for in a spread for selling to open?
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    I know nothing about Spreads, how did this YUM Trade make money?

    yah, sadly it appears I'm just too stupid to understand your point here. I see not such information all I see is that some options (presumably) changed hands
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    I know nothing about Spreads, how did this YUM Trade make money?

    How can you say that is a debit? I see no such info
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    The Liquidations Begin: Three Hedge Funds Shut Down After Summer Rout

    sure it is, high water mark means this particular "manager" cannot get paid until he makes 15%, and the "team" likely realizes, they are incapable of that (?) It's not about the investor, ya-know?
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