A hub for independent voices and hard truths
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 …
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 …
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 …
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 …
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 …
https://t.co/GInRMBhk9r — Genevieve Roch-Decter, CFA (@GRDecter) July 10, 2023