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drewg__'s profile
drew
drew
drew
@drewg__

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drew

@drewg__

electronic trading technologist, illiquid commodity futures enthusiast, hedge fund/HFT apologist, big idiot

NYC
Joined April 2009

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    1. Girolamo Pandolfi da Casio ditto Carlo Dossi Erba‏ @INArteCarloDoss May 10

      Hey @EricBalchunas , still think $ARKK bears will burn? Looks like this whole scam is burning down, and will take down its enablers with it...

      10 replies 2 retweets 90 likes
    2. Eric Balchunas‏ @EricBalchunas May 10
      Replying to @INArteCarloDoss

      A) I said 'be careful' they've been burned in past (true) but never said a concentrated high growth port couldn't sell off B) All risk assets sold off C) It's still up +78% 1yr (not fair to only measure from ATH) D) how is it a scam (literally the most transparent mgr on earth)

      2 replies 0 retweets 10 likes
    3. Girolamo Pandolfi da Casio ditto Carlo Dossi Erba‏ @INArteCarloDoss May 10
      Replying to @EricBalchunas

      The most. Seeded by a convicted felon.

      2 replies 0 retweets 3 likes
    4. Eric Balchunas‏ @EricBalchunas May 10
      Replying to @INArteCarloDoss

      Really? $12m in seed capital is 6yrs ago is how a 40 Act fund is scam? Personally, If I were a Cathie hater, I would stick to the narrative of how her research is off or way overestimates things. That's your best point. The Hwang seeding = scam is far-fetched.

      2 replies 0 retweets 6 likes
    5. Girolamo Pandolfi da Casio ditto Carlo Dossi Erba‏ @INArteCarloDoss May 10
      Replying to @EricBalchunas

      I don’t hate Cathie. I just think she created a monster and is at the center of a sinister web. And I think having seed in ‘13 from a convicted felon that was blacklisted by the industry in ‘13 is actually an issue. As for $ARKK, the core of my thesis is around reflexivity.

      2 replies 0 retweets 19 likes
      drew‏ @drewg__ May 10
      Replying to @INArteCarloDoss @EricBalchunas

      It's an active etf dude not the illuminati

      1:39 PM - 10 May 2021
      • 1 Like
      • Eric Balchunas
      0 replies 0 retweets 1 like

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