Independent thinking for complex markets and current events
Imran Lakha | Options Insight @options_insight $NVDA is going to crush earnings. Everyone knows this. That’s the problem. None of us are going to be surprised by good numbers. The question isn’t whether they beat. It’s the second derivative. How much is already priced. How many people already hold the stock. Semis have outperformed software. …
The whole global financial system leans on a promise backed by math that doesn’t add up. Pretending these bonds are safe while ignoring the ballooning off-balance-sheet debts is the biggest confidence trick ever sold. Eventually, reality crashes the party. $1.4B Fartcoin is what you get when the "risk free" asset underpinning the entire banking & …
Using OECD average wages, Americans make 80% more than Europeans. The last time it was this extreme was at the turn of the century. European stocks went on to outperform through 2007, seemingly due to wage competitiveness and the EUR rebound. Whether it repeats, I don't know. pic.twitter.com/DECIDMXTEN — Jeff Weniger (@JeffWeniger) September 13, 2024 …
High-powered chipmaker Nvidia has teamed up with artificial intelligence health care company Hippocratic AI to develop generative AI “agents” that not only outperform human nurses on video calls but cost a lot less per hour. The two companies on Thursday announced their collaboration to build “empathetic health care agents” powered by Nvidia and trained on …
A recent study from Vanguard has shown that over the past ~100 years, stocks have outperformed bonds consistently, and any extra allocation to bonds will reduce your overall returns. h/t nobjos
via ssrn: Abstract In this paper, we study the relationship between stock fund managers’ facial attractiveness and fund outcomes. Utilizing the state-of-art deep learning technique to quantify facial attractiveness, we find that funds with facial unattractive managers outperform funds with attractive managers by over 2% per annum. We next show that good-looking managers attract significant …
https://t.co/GInRMBhk9r — Genevieve Roch-Decter, CFA (@GRDecter) July 10, 2023