HFguy

10 ms·

91.
by HFguy 4y ago
This is actually way too optimistic. Your first 1-2 seed investors will: - Only pay 1 and 10 (1% fixed fee and 10% of PNL) - They will also get ownership of the actual fund management firm and will get that in the form of 20% of REVENUE (no
92.
by HFguy 4y ago
I’ll bite. One impact here would be to reduce future investment in fossil fuels which will increase future prices. Because why would you invest? So setting up for future higher prices.
93.
by HFguy 4y ago
"...calling me a lair..." https://www.youtube.com/watch?v=_DZKwCVKneg Sorry, found the typo funny. Not trying to antagonize anyone this morning.
94.
by HFguy 4y ago
"Is it generally considered funny and/or OK to shit on others misfortune while laughing about it? Bragging about how much better it is for you that others feel pain about something?" No it isn't. I'm American btw. S
95.
by HFguy 4y ago
It is from IVF.
96.
by HFguy 4y ago
Nice...I would give you an award if I could.
97.
by HFguy 4y ago
Thanks for the suggestion. I think this problem is just a matter of degrees with any summary statistic. You throwing away information in an attempt to synthesize an insight.
98.
by HFguy 4y ago
Ya...good question.
99.
by HFguy 4y ago
I don’t understand the scope of research and topics the IEEE publishes. I would think it would be electrical engineering topics and things tangential to that. Anybody have any insight?
100.
by HFguy 4y ago
Very cool
101.
by HFguy 4y ago
This is just what we have in the USA today. Capitalism can work, but what we have is lopsided in terms of power balance. Workers should have more power and leverage but that has been eroded over time. The volatility you describe is part of
102.
by HFguy 4y ago
You wrote --- > "People have been saying that for decades. And in fact the opposite is happening. Visa/MC raising rates. PayPal raising rates. Volume shifting to more expensive BNPL." He wrote--- > "CC companies ar
103.
by HFguy 4y ago
We aren't in a recession. The broad job market is still way too tight. But it is coming. It is being engineered by the Fed to reduce inflation. Probably sometime next year.
104.
by HFguy 4y ago
"while NY may have slightly more total dollars invested" NYC is 50% higher in terms of total VC dollars.
105.
by HFguy 4y ago
This is important point. Apples and oranges.
106.
by HFguy 4y ago
I think a lot of institutional investors may question this also. It isn't a great look. Did the stock not fall yesterday while the market was flat?
107.
by HFguy 4y ago
Short answer is some combination of (1) That requires work and then they would have to explain to people and (2) People aren't asking for it. If you want to roll your own, you can use free data from Yahoo and FRED and get there pretty
108.
by HFguy 4y ago
The inherit risk in a given asset should not be a constraint. You can simply lever bonds, equities or most other investments by a variety of means. For example you can get way more risk in 2-year US gov securities via futures than would be
109.
by HFguy 4y ago
This is great point I often make. Not many people take this into consideration. Now, inflation has been lower than 4% for last 10-20 years. But the point stands.
110.
by HFguy 4y ago
The rates markets (bonds) have had historic 6-month declines. And other debt instruments price off of these. Not sure the economic fallout has been fully felt yet. To compare to other periods, gov debt instruments increased in value during
111.
by HFguy 4y ago
Don't really like the thesis offered in the actual link. The idea is the divergence between the equity price and the price of oil. This is the spot price of oil today. The equity is discounting future cashflows throughout the future. O
112.
by HFguy 4y ago
Regarding real estate, there have been plenty of examples. See Japan in the 80s as prime example.
113.
by HFguy 4y ago
Polars and Modin support multiple cores and have optimizations. Modin has most of the Pandas api supported. Pyspark api for pandas supports multiple cores and clusters.
114.
by HFguy 4y ago
They are not legally obligated to lie. They are legally obligated to not say certain things. Which is different. So, they should just say, that, as always, it is a possibility. Which is both true and doesn’t provide info they shouldn’t.
115.
by HFguy 4y ago
Exactly...
116.
by HFguy 4y ago
They don't seem to be buying anything. They are raising other peoples money to buy it. They then charge those people. So unless they retain some portion of it, they will make money regardless of whether the investment makes money.
117.
by HFguy 4y ago
FWIW, that is what I took away also.
118.
by HFguy 4y ago
I'm always surprised by how high SBC is for executives these days at some of these firms. When I was starting out after college, was at successful start-up. Two differences (1) The CEO and Founders made money but nothing like today, ma
119.
by HFguy 4y ago
The number doesn't jive for me either. You would have to go through how the median income number is formulated. It may not be how you think. I can't tell you the number of times I've seen this with broad statistics.
120.
by HFguy 4y ago
Ive been in these types of meetings at public companies. I think this is too pessimistic. The bigger issue is even with reasonable intentions and data, their ability to predict the future is limited. I.e., general rule, don't assign to

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