Kamran Syed, CFA

@kamran124

Professional Investor, Student of the Markets, Economics & Risk Enthusiast, Trying to understand the world

Vrijeme pridruživanja: rujan 2009.

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  1. 15. sij
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  2. 6. sij

    Great thread on the productivity-competitiveness paradigm of economies, brilliantly summarizing critical concepts in few words.

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  3. 2. sij
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  4. 31. pro 2019.
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  5. proslijedio/la je Tweet

    “You may belong to any religion or caste or creed - that has nothing to do with the business of the State.” — Muhammad Ali Jinnah

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  6. 27. pro 2019.

    Retweeting it just so that it may reach those hornet's nests which it intended to kick.

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  7. 16. pro 2019.
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  8. 16. pro 2019.
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  9. 16. pro 2019.

    "Django Unchained" and it's not even close.

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  10. 11. pro 2019.

    As an allocator, never thought about considering commodity "factor" premiums; thanks for highlighting this potentially lucrative source of diversification.

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  11. 10. pro 2019.

    This looks like a very interesting and potentially groundbreaking contribution towards correct pricing of PE vehicles.

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  12. 9. pro 2019.

    "If it (guess/model/strategy) disagrees wth experiment, it's wrong. It doesn't mke any difference hw beautifl ur guess is, it doesn't matter hw smart u r, who made the guess, or wht hs name is. If it disagrees wth experiment, it's wrong. That's all there is 2 it." Richard Feynman

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  13. 9. pro 2019.

    Process vs Outcome matrix - attributed to Edward Russo and Paul Schoemaker (from 's "Trend Following")

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  14. 9. pro 2019.

    "There r 4 kinds of bets. There r good bets, bad bets, bets tht u win, & bets tht u lose. Winning a bad bet can b the most dangerous outcome of all, b/c a success of tht kind can encourage u 2 take more bad bets in the future, when the odds will b running against u."

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  15. 6. pro 2019.
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  16. 3. pro 2019.

    Visiting after a while today, couldn't help but notice the incremental number of parking plazas in . Why is that? 🤔

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  17. 28. stu 2019.
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  18. 28. stu 2019.
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  19. 28. stu 2019.

    Furthermore, they demonstrated that the results are similar when international equity factors are examined.

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  20. 28. stu 2019.

    Moreover, long legs' have demonstrated their superiority in terms of higher incremental value, have consistently larger and statistically significant SRs over time and have displayed much better downside risk odds than the short legs.

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