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There's a pretty good segment in Ed Thorp's book "A Man For All Markets" that talks about the evolution of the strategy at PNP.
Love that book
my niche is trading the huge standard deviation moves screened quantitatively, but evaluated qualitatively typically after events. eats up less capital and I'm more differentiated there vs the scaled version
I think differentiation is really key for a solo trader. That and looking below the scale of institutions. All the well known stuff is pretty well arbed away now.
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