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macrocephalopod's profile
macrocephalopod
macrocephalopod
macrocephalopod
@macrocephalopod

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macrocephalopod

@macrocephalopod

Paul Allen, Vice President M&A, Pierce & Pierce (Sie/Hir) | Vegan | Silence is Violence | Women’s Rights Are Human Rights | ACAB (Assigned Cephalopod At Birth)

Joined December 2020

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    1. Mark Gutman‏ @MarkGutman9 23 Mar 2021

      People talk about ‘edge’ as if it were something that you can measure [on forward looking basis]

      7 replies 0 retweets 22 likes
    2. No-nonsense quant‏ @NoNonsenseQuant 24 Mar 2021
      Replying to @MarkGutman9

      You can with the Kelly criterion. It’s a model dependent edge

      1 reply 0 retweets 1 like
    3. Mark Gutman‏ @MarkGutman9 24 Mar 2021
      Replying to @NoNonsenseQuant

      You can measure ‘forward edge’?

      2 replies 0 retweets 0 likes
    4. Mitchell Rosenthal‏ @M1tchRosenthal 24 Mar 2021
      Replying to @MarkGutman9

      Ive heard it's impossible, so next best thing is to have some kind of simple model Y (future RiskAdj excess ret) ~ B1*Xvar1 + B2*Xvar2, and as your xvars change over time, your expected Y changes, and that tells you whether future edge is increasing or not, I think?

      2 replies 0 retweets 2 likes
    5. macrocephalopod‏ @macrocephalopod 24 Mar 2021
      Replying to @M1tchRosenthal @MarkGutman9

      That’s fine if your model is correct 🤷‍♀️

      1 reply 0 retweets 2 likes
    6. Mark Gutman‏ @MarkGutman9 24 Mar 2021
      Replying to @macrocephalopod @M1tchRosenthal

      I went to Polytechnique. I know it is correct.

      1 reply 0 retweets 6 likes
      macrocephalopod‏ @macrocephalopod 24 Mar 2021
      Replying to @MarkGutman9 @M1tchRosenthal

      C’est correct par définition.

      1:11 AM - 24 Mar 2021
      • 2 Likes
      • Keynes Mark Gutman
      1 reply 0 retweets 2 likes
        1. Mark Gutman‏ @MarkGutman9 24 Mar 2021
          Replying to @macrocephalopod @M1tchRosenthal

          voila

          0 replies 0 retweets 0 likes
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