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    Nike Has Quality Issues

    A black athelete not standing finally affected Nike’s stock price negatively.
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    The Derivatives Thread

    You have spent a lot of words instead of just watching the “bonfire of ignorance.”
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    Stock Traders and Mortgage

    Find a bank that will keep your mortgage in-house. Then they don’t have any rules. Community banks are good for this. If you own your own business, the bank will require to understand what that business is and still want three years of taxable income statements in order to fund a conforming...
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    Making $1 bln from trading with no outside investors (Part 2)

    The reality is that solid long term investing can earn far more than any trading strategy. Thank you for the article. It was fascinating and inspiring to read.
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    Warren Buffett’s Kraft Heinz Bet Dragged Down Berkshire Hathaway in 2018

    What 1.7percent annualized return difference makes over 50 years!
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    Global brands and their performance 2001-2018

    I don’t know how they measure this. apple and google didn’t make the list until like 2014 when “google” had been a verb for like a decade and the iPod was 12 years old and the iPhone was 7 years old. How was ibm on the list at all?
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    KHC

    It was a bad day to be named Kraft?
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    Would you sell a stock if you see a better buy?

    That is one of my trading rules. My book can has gross exposure limits.
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    Some clear thinking about Amazon’s ‘shocking’ tax incentives

    Hmmm, so you probably should have PMed him then. Given that you are now a resident of boston, who are you to comment on a local Nyc issue?
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    Some clear thinking about Amazon’s ‘shocking’ tax incentives

    Increased gentrification. Unnecessary subsidies to a corporation Wage inflation in a specific job market (it’s not like nyc can’t attract talented IT people). And finally, this whole thing could have been a an Amazon ruse. Two Hq’s to ensure that the real hq2 city remains compliant. I still...
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    Option Holdings From 13F Filings

    I’m surprised by parallax and J.P. Morgan.
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    AMZN kills plans for HQ in NY due to opposition

    I thought hq2 was a good thing. I was making a point about the area. But I am not a resident there and my wife no longer works in LIC. So I don’t know what the residents want. Clearly you know the politics of LIC as well as the politics of North Carolina.
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    AMZN kills plans for HQ in NY due to opposition

    It’s an area near where the high rise condos are going up. If hq2 doesn’t go there, it will become condos. Already the blue collar businesses were getting priced out. Hq2 was going to hasten the inevitable.
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    AMZN kills plans for HQ in NY due to opposition

    I know Long Island city. I lived in that area for a while. My wife worked there (at a tech start up that ultimately moved because it got too expensive for operations). It is gentrifying: Lots of condos and high rises. I know someone who was going to sell a substantial amount of land there to...
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    AMZN kills plans for HQ in NY due to opposition

    Long Island city was not suffering.
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    new TDAmeritrade EULA arbitration agreement

    Arbitration just means that everyone’s expenses are lower in resolving a dispute. You can still sue and a court may hear your case even if the contract you signed says you have to go to arbitration.
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    Earnings journal

    I was short the earnings too.
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    How asset price affects your alpha

    I believe dispersion today is just a risk premium trade. There is not edge in trading it, like there is no edge in trading iron condors other than the risk premium. There are papers that have shown that the return on dispersion strategies essentially went to zero in the early 2000s when...
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    Broker against profitable strategies

    Because that’s not their business model. The reputations risk would be great. The amount of capital they would have to hold in reserve would dilute their earnings. And (especially in the retail world) it would be tough to determine who will be a successful trader tomorrow.
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