Wrote 'Chaos Monkeys' (http://amzn.to/2ow1CHE ). Formerly @facebook, @ycombinator. גם זה יעבור 
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In discretionary trading, this happens with new datasets: highest absolute returns are made using the data, highest sharpe (with lower capacity) made by betting against people who are misreading the data.
Or to put it in the less fancy words of Goldman’s leading CDS trader when I was there: always be on the other side of the pain trade.
