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Vol twitter is fantastic because there is so much drama and noise and fury over which pet theory is right, and then you look up the 10y returns of the biggest, noisiest accounts and the only appropriate response is “....eh”
The entire premise of long vol funds is that they improve geometric return of a stock portfolio, but I took the returns of two of the big vol accounts, computed the optimal allocation to them to maximise long term geometric return, and the answer in both cases was 0%
There should be 4-5 accounts max on voltwit and they should all be @bennpeifert (stolen from the dms!)
im immune since 10 years ago my returns were in neopoints
what am I missing?
Opposable thumbs and hips that allow you to walk upright? 
Not just voltwit. Seems to be zero correlation between how famous a fintweeter is and their investment performance. 
Run that just up to Fed ruining mkts and check correlations. Not really fair as the anti-Fed guys have been dead wrong but a big comeuppance not priced in to historicals either and it will come but from where and when? And if far enough away, makes the anti-Fed guys even worse.
Name names
i mean... any long vol fund that is still in business after the precious 10 years is ....pic.twitter.com/Suiq2UYwth
... also any short vol fund
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