jamez1

10 ms·

61.
by jamez1 9y ago
Those investors are given allocations based on how much the brokers like them, how much brokerage they pay, etc. The book build isn't done on the highest price, that's the messed up part. If it was done on the highest price - then
62.
by jamez1 9y ago
Building a robust process that creates a model fitting signal and not noise is very tough. It becomes philosophical for some problems, such as forecasting. Over-fitting is dismissed as an amateur mistake when it really is an endemic proble
63.
by jamez1 9y ago
This is dumb, the point of the stock market is the return the stocks give you in dividends etc. Here, he treats those returns as not being a factor, and as stocks having no intrinsic value. If they have no intrinsic value of course passive
64.
by jamez1 9y ago
If your credit card number is stolen you simply contact the provider and they will (usually) refund any fraudulent charges and send you a new card. In turn, the credit card companies simply do a charge back to the gas station (taking the m
65.
by jamez1 9y ago
The study did not look for a causation, yet it hinted "there is strong reason to believe that psychedelic substances increase nature relatedness as a function of their ego-dissolving effects." This is not science, this is academ
66.
by jamez1 9y ago
Their open market operations affect short term bond yields which in turn affect long term bond yields. They clearly intervene and it's hard to imagine interest rates being as low as they have been without the intervention. When they bu
67.
by jamez1 9y ago
Imagine you run an aluminium plant (where you can't have the plant lose power or the metal solidifies and costs you millions). Would you rather be powered by coal or wind? I should also point out that power prices vary wildly depending
68.
by jamez1 9y ago
These analysis are not comparing apples for apples. Renewables don't supply base load and hence they sell energy when people don't need it, which is why they are achieving lower prices. Maintenance and depreciation are much larger
69.
by jamez1 9y ago
They sell turbines, they don't run wind farms. Selling the equipment is very profitable because every purchase is hugely subsidized by the government. Their profit is tied to the volume of wind farms deployed, not the profit generated
70.
by jamez1 9y ago
Where did I say anything about loans? You do realize renewable energy is subsidized by RECs, who wouldn't want to add capacity when the government will pay the shortfall! They aren't profitable on their own, and barely turn a prof
71.
by jamez1 9y ago
It is cheap because it is a poor power source, the energy is delivered at inopportune times. C&I doesn't want to sign PPAs with them, which is why they have to discount heavily to get them. This article then takes that fact and pre
72.
by jamez1 9y ago
I didn't see a maths major in your background but I'm surprised you seem to dance around how important back-propagation is, and how different it is from what you could find in nature. The major advances are the implementation deta
73.
by jamez1 9y ago
I would think for most people their 18 year old self isn't anything like their 30 year old self.
74.
by jamez1 9y ago
Fails the sniff test, why would anybody at the NSA risk going to prison to tell this guy this story? It's easy to figure out which one of his friends told him this if it was true. If it was a random, why did they pick him, and not say,
75.
by jamez1 9y ago
The general theme that inequality has risen is not in question, his solutions definitely are. His data is not irrefutable, it is pieced together from many different scrappy time series and has put some parts of his analysis in question. ht
76.
by jamez1 9y ago
Thomas Piketty made some grand assumptions and shouldn't be considered to have all the answers despite what the media would have you think. Your simple analysis might make the inequality metrics look better but seriously take a step ba
77.
by jamez1 9y ago
That's simply not true - equity analysts can cover anywhere between 5 and 500 stocks, do you really think they have the time or skill set to track all of that? It really is laborious, grueling work. If you look at the possible returns
78.
by jamez1 9y ago
I don't know how anybody can take models like this seriously. It's about as valid as any of these economists models. Hell, it is partly an economic model. Reading the paper, they make a big deal about the out of sample testing - b
79.
by jamez1 9y ago
Alternate data doesn't even need to be as sexy as satellite photos, hell you almost certainly want the data that isn't sexy, the stuff people haven't thought of because it's too boring. Alternative data vendors above all
80.
by jamez1 9y ago
The point is not to blindly class CO2 as good or evil.
81.
by jamez1 9y ago
The models climate science have created have had very little success in forecasting the climate. Healthy skepticism would doubt the analysis. Note, there is a consensus around the narrative that humans have an impact (which is quite differe
82.
by jamez1 9y ago
Trading/Dealing and portfolio management are two very different functions and this article doesn't begin to touch the distinction. This article is not a good source of information, especially about the current state of the industr
83.
by jamez1 9y ago
The feedback loops that cause everyone to worry come from global climate models. How do we know that the plants won't absorb all of the excess CO2 without studying the local effects? The world is full of positive and negative feedback
84.
by jamez1 9y ago
It's to create a disincentive for spammy listings - every retailer would constantly flood eBay with repeats of the same items etc to drown out the competition.
85.
by jamez1 10y ago
The trouble arises when 80% of your house is debt-funded, and everyone wants to realize the value of their debt. Turns out there will be a fair few other people who also think they own your house, and when this happens to a big chunk of the
86.
by jamez1 10y ago
The author missed a major driver of this - which is that the hotels etc are not allowed to undercut the OTAs, or the OTA will boot them off. This is why you can call and get a better deal, and why many hotels are aggressively trying to buil
87.
by jamez1 10y ago
So that advertisers can upload a list of phone numbers and have the ads target those people.
88.
by jamez1 10y ago
"By the way, once Mentor Graphics is integrated, you will see there, up on the left side, a $4.7 billion revenue, which brings us to the top 10 of software companies globally. Believe it or not, this is our best strength. And if you re
89.
by jamez1 10y ago
That doesn't mean it makes sense - what synergies do Siemens have that justify them purchasing mentor instead of giving the money to the shareholders through a dividend, and letting them purchase Mentor if they felt it worthwhile?
90.
by jamez1 10y ago
Seems like this post has been taken down https://webcache.googleusercontent.com/search?q=cache:WEvXTu...

More ›