hogFeast

21 ms·

151.
by hogFeast 5y ago
The stakes at university are miniscule. If your kid needs shoes, if your landlord is calling before the interview asking where their money is, if you have a medical condition (which universities account for, but most employers do not)...I a
152.
by hogFeast 5y ago
I gave you a definition (once again, you are starting from the viewpoint that my view is invalid because I refuse a definition...a pattern is appearing). The actual epistemic logic is more complex but, for the purposes of this discussion, t
153.
by hogFeast 5y ago
It isn't. Thinking that it is objective is an example of non-rational thinking.
154.
by hogFeast 5y ago
Have you ever considered the possibility that sense is not objective? If you need reminding, sensible opinion was that masks didn't work. If you need reminding, sensible opinion was that a lab leak was impossible. If you need reminding
155.
by hogFeast 5y ago
Great, the solution is for government to take control over social media...what could go wrong? Some of the whistleblowing stuff about FB's numbers being fake was interesting. Quite why the whistleblower is making statements about democ
156.
by hogFeast 5y ago
Build a solid understanding of accounting/financial analysis. Read lots of similar documents. That is it. No magic.
157.
by hogFeast 5y ago
Been there, tried it, failed. It is extremely hard to monetise. I tried doing this once: the first time I made $250k for someone, and I got $50 of that...you really reconsider whether it is a good business. Tbf, it would probably be much ea
158.
by hogFeast 5y ago
It is a typical example of how B2C companies interpret their own results. But this is an example of extremely bad/misleading financial modelling which has also been typical with B2C IPOs/IR...so it doesn't really reflect how
159.
by hogFeast 5y ago
This has been true for quite a while, the stock price keeps going up but it can take quite a while for the break to actually come. Also, I think what people heavily underestimate with FB and GOOGL is that the majority of their growth is com
160.
by hogFeast 5y ago
Footfall for retail, property, also could be useful with commodities. But they have other data: they have your bills, emails, app usage data...again, not sure how legal it is or whether some of this isn't hacked data (App Annie is a, p
161.
by hogFeast 5y ago
It is mainly used by hedge funds. I have heard it is used by some marketing firms, I have heard that some corporates use it for data on their own properties/competitors (the former may not be obvious, but some malls may do this to chec
162.
by hogFeast 5y ago
He isn't. And the standard of proof in finance for claims is slightly higher than that...he isn't predicting "things will go down", he is making specific predictions that occurred (again, you seem to have these very spec
163.
by hogFeast 5y ago
The same James Grant that predicted the junk bond meltdown, the same James Grant that predicted the dot-com bust, the same James Grant that predicted the housing crash, the same James Grant that predicted the meltdown in Chinese resi...if y
164.
by hogFeast 5y ago
How it started: come on let's just oust the baddies...who can disagree with this? How it ended: I am from a different culture, I have no idea what any of this means. Classic.
165.
by hogFeast 5y ago
I love stuff like this. Pure comedy gold. It reminds me that someone can have all the knowledge, all the statistical tools in the world and still make huge mistakes (no, not explaining it, making too much money atm...maybe in a few decades)
166.
by hogFeast 5y ago
Not an investor. Never worked as an investor. Only worked for charities. Marc Lasry, however, is a very well-known investor. Investing and charity does seem to be merging in quite a puzzling way. Saying that this company has been "so s
167.
by hogFeast 5y ago
Not really. The ones who are angry about this are lobbyists representing haulers. Most people in the UK are very supportive of HGV drivers finally being paid a fair wage. It is unfortunate that political leaders side so quickly with large c
168.
by hogFeast 5y ago
The shelves in the UK aren't empty. The press in Europe appears to be eagerly reporting this fact. Where I am, the supply of fresh food has improved significantly since the start of Covid. I don't know of anyone who has had proble
169.
by hogFeast 5y ago
In terms of the trucker shortage: the govt said today that the fuel driver shortage is small (150-300, tanker drivers make more than HGV drivers so probably true). BP said they were having no problems hiring but experiencing high levels of
170.
by hogFeast 5y ago
But companies don't deduct stock-based comp from adjusted EPS? It is deducted for taxes, but not deducted when the board is setting targets...very selective definition of profit being used. Btw, I did make a quick examination and some
171.
by hogFeast 5y ago
I had the same experience with ultra-light switches, I couldn't use anything heavier than reds. Then I tried very smooth lubed linears (Alpaca v2, which are 62g), and they were totally fine. I am not sure if they helped ergonomically b
172.
by hogFeast 5y ago
We have already seen it. In 2020, you saw macro funds (the ones often targeted for "underperforming") that were running max drawdowns of 5% make 20%, 30%, 40% in a few months. The issue, as you imply, is that in a bull market peop
173.
by hogFeast 5y ago
It isn't. Funding in first half of 2021 was larger than the whole of 2020...and London in 2020 was already many multiples than Paris. Additionally, the UK has a large startup scene outside London. Manchester was roughly equal to Amster
174.
by hogFeast 5y ago
Again, the problems that people were having 10, 50, 100 years ago are largely the same ones as today. The financial industry has changed in some ways but most of it is exactly the same. Viewing everything as personal is why people don'
175.
by hogFeast 5y ago
A lot of the very old marketing in financial services was content marketing. So you have seen relatively little disruption amongst the most sophisticated marketers...they do the exact same thing they were doing three decades ago, they just
176.
by hogFeast 5y ago
It isn't. The same things have been happening in financial markets for two centuries. I will say it is remarkable how few people take an interest in looking at this kind of thing. History, particularly in the US, is regarded with deris
177.
by hogFeast 5y ago
From memory, Romney was close to even to win.
178.
by hogFeast 5y ago
Even when you have a market with immense amounts of liquidity, the market won't be efficient if all the participants are wrong. I remember back in 2012 InTrade had a market for the US Presidential election, the odds were wrong, stayed
179.
by hogFeast 5y ago
He has written a new book about HFT which covers some of the same ground.
180.
by hogFeast 5y ago
The person you replied to is conflating the economic and social side. The justification is in social not economic terms. So it really doesn't matter what the market says, the point is whether it is socially sustainable not to re-distri

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