ata6187

6 ms·

1.
by ata6187 9y ago
These cycles are not as consistent nor as predictable as your comment suggests. Your link and the bloomberg article both mention how cycles have been changing (e.g. lengthening on average recently) and how once important economic correlatio
2.
by ata6187 9y ago
Clearly more companies are using debt and using more of it. US corporate debt market is now around $8 Trillion dollars outstanding [1] and new debt issuance in 1Q 2017 was up 70% [2], and even this article mentions multiple examples of rece
3.
by ata6187 9y ago
That "predictor" or monetary stock and flow theory that blog post describes is well over 100 years old now and very well known (pre-Keynesian and going back to at least Irving Fisher). It has also been studied in detail in academi
4.
by ata6187 9y ago
Not sure what you're exactly building here, is it for fun or profit or both? I heard when Sotheby's bought the Mei Moses Database/Index last year, the valuation they paid for it was in the 7 figures. This type of data analysi
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by ata6187 9y ago
Know all about it, was a data lackey B* at a HF (not Rentec) when I first graduated from school. By the way for anyone reading this, Rentec is hiring, need to know C/C++ and a "basic knowledge of statistics" is preferred but
6.
by ata6187 9y ago
Just want to second this comment, their data processes are the key strength of Medallion . Grandparent comment by murbard2 also talks about the importance of this component to quant work (in the last paragraph: "finding new data feeds
7.
by ata6187 9y ago
I agree that comment was poorly worded and confusing. I think what they might have meant was AMZN would have to earn $500B of profit over the next several years and based on 3% profit margin that would need $16T in revenue to earn that amou
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by ata6187 9y ago
I have no position in AMZN besides passive index holdings but clearly not "everyone" agrees the stock price is overvalued as many continue to hold onto shares at the current price. More importantly, in what world does a stock pric