nakedshorts

4 ms·

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by nakedshorts 5y ago
You do realize actual patients got completely wrong results on their blood tests, thereby potentially jeopardizing their ongoing treatment for pretty serious conditions? How is it a "non-violet" crime when we're talking about
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by nakedshorts 5y ago
How have things changed since 2001? My opinions only: 1. VCs don't sign nondisclosure agreements: yes you will be laughed out the door if you demand one. 2. VCs are sheep: yes, make sure your startup hits one of the hot buzzwords (meta
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by nakedshorts 5y ago
Name one career where rent is 60% of the income yet only exists in the largest cities.
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by nakedshorts 6y ago
For those momentarily confused as I was, in English the title would be Notepad++ 7.9.1 – for (in memory of) Samuel Paty
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Show HN: Activist Cafe – a community for short sellers(activist.cafe)
2 points by nakedshorts 6y ago|0 comments
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by nakedshorts 6y ago
Self plug: If you are interested in short selling and activist funds, I run an online community where people post original research and discuss other short theses: https://activist.cafe/
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by nakedshorts 6y ago
Yes, Taleb's entire life work is premised on the fact that people's mental models of probability distributions are not fat-tailed enough to match reality. He believes that such strategies should be positive in expectation (aka, sh
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by nakedshorts 6y ago
> Email and photo sharing are generally dependent upon third parties, and generally extremely centralized and powerful ones, such as Google or Facebook or Twitter. I think even still, the fact that you could go p2p acts as a behavior reg
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by nakedshorts 6y ago
One year ago, if you had asked me what would happen if we printed $4T+ (that's 20% of GDP for perspective) out of thin air and injected it into the economy, I would've told you massive hyperinflation and immediate collapse of the
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by nakedshorts 6y ago
> I'd like to think I'd have had the foresight to see what was coming if someone was pitching it to me like this. Well, you can test yourself, short ideas are abound in these uncertain market conditions. It's surprisingly
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by nakedshorts 6y ago
See the charts for yourself: https://fred.stlouisfed.org/series/WALCL In the aftermath of the 2008 financial crisis, the Fed managed to unload a mere $800B (balance sheet went from $4.5T to $3.7T) in the longest bull
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by nakedshorts 6y ago
The Fed's balance sheet is now at $6T, which is too large for them to unwind. This only ends in one of two ways: 1. A massive asset bubble and a fundamental re-evaluation of risk/reward ratios for all investments. Historically, th
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by nakedshorts 6y ago
How is it exploitative? The creators of the website are volunteering their time because they have adequate resources (which you would know if you read the website). Or is all volunteering exploitative?
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by nakedshorts 6y ago
If only there were a way to short privately held companies.
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by nakedshorts 7y ago
I agree. At the end of the day, the startup ecosystem is much healthier when the market is sane. On the one end you have newbie angel investors and VCs throwing money at pre-revenue startups that will go nowhere. On the other end of the spe