Bill
1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Bikini Bottom
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Co-hosts
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Deer Point Macro
@deerpointmacro
- Macroeconomics, emerging and developed markets, FX, covered interest rate parity, and cross-currency basis swaps.
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MG
@mg10012
- Fan of Richter. Investor motivated by Information Theory and ideas of Claude Shannon. Professional Infovore.
Regular Speakers
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Macroeconomics, emerging and developed markets, FX, covered interest rate parity, and cross-currency basis swaps.
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Investments driven by macros, sector rotation & institutional flows for outsize returns with manageable risk. Contributor at https://t.co/kox7QEkuSC. #WhistlePodu
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Dad & Realtor, looking for insight. If I follow you consider yourself smart.
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Wealth management → banking → independent research. Founder of Cubic Analytics. Focused on macroeconomics, the stock market & Bitcoin. Living around Europe.
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“I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
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Fan of Richter. Investor motivated by Information Theory and ideas of Claude Shannon. Professional Infovore.
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Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
