@davealevine index as a bubble? :-) @DanielleFong @pmarca @trengriffin @Noahpinion
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Replying to @michelteivel
@michelteivel@DanielleFong@pmarca@trengriffin@Noahpinion This could be the case. The myth of "safe" equity investing is scary.3 replies 0 retweets 0 likes -
Replying to @davealevine
@michelteivel@DanielleFong@pmarca@trengriffin@Noahpinion research shows that index inclusion has a big impact. https://www.imf.org/external/pubs/ft/wp/2011/wp1147.pdf …1 reply 0 retweets 1 like -
Replying to @davealevine
@davealevine Yes, so no efficiency here: you simply cannot beat the index b/c it’s a bubble.@DanielleFong@pmarca@trengriffin@Noahpinion2 replies 0 retweets 1 like -
Replying to @michelteivel
@michelteivel@DanielleFong@pmarca@trengriffin@Noahpinion you *can* beat "the index". It is just extremely difficult.2 replies 0 retweets 0 likes -
Replying to @davealevine
@davealevine@michelteivel@pmarca@trengriffin@noahpinion freemium example strategy: own index + call & put options on index edge cases1 reply 0 retweets 1 like -
Replying to @DanielleFong
@DanielleFong@michelteivel@pmarca@trengriffin@Noahpinion options can be expensive :-) no easy solutions!2 replies 0 retweets 0 likes -
Replying to @davealevine
@davealevine@michelteivel@pmarca@trengriffin@noahpinion true, true, you do need some judgement. Even with that ;-)1 reply 0 retweets 2 likes -
Replying to @DanielleFong
@DanielleFong@michelteivel@pmarca@trengriffin@Noahpinion but I like where you're going with the thinking. We can do more than today :-)1 reply 0 retweets 1 like -
Replying to @davealevine
Yal almost convinced me to drop plans & just hedge all the sillies
@davealevine@DanielleFong@michelteivel@pmarca@trengriffin@Noahpinion1 reply 0 retweets 2 likes
@TrampolinRocket @davealevine @michelteivel @pmarca @trengriffin @noahpinion definitely better strats than that. The point is to think :-)
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Replying to @DanielleFong
@DanielleFong@TrampolinRocket@michelteivel@pmarca@trengriffin@Noahpinion or even better than thinking: do. :-)1 reply 0 retweets 2 likes -
Replying to @davealevine
@davealevine@DanielleFong@TrampolinRocket@michelteivel@pmarca@trengriffin@Noahpinion doing this successfully, you are not, I think :)0 replies 0 retweets 1 like
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