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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. Wasteland Capital‏ @ecommerceshares 18 Nov 2021

      No one on FinTwit seems to have interest in portfolio management. Despite its importance. At least noone tweets about it. Am I wrong? 🤷‍♂️

      57 replies 8 retweets 207 likes
    2. Alex Good‏ @goodalexander 18 Nov 2021
      Replying to @ecommerceshares

      Would be fun to see @macrocephalopod @bennpeifert @dampedspring @moreproteinbars @KrisAbdelmessih @VitruviusCurve or @cloudy_cl @NotQuiteMidlife talk about how they think about sizing / overall portfolio risk, being above or below high water mark, factors or other such topics

      9 replies 11 retweets 142 likes
    3. macrocephalopod‏ @macrocephalopod 18 Nov 2021
      Replying to @goodalexander @ecommerceshares and

      macrocephalopod Retweeted macrocephalopod

      I wrote some thoughts here but I’m not sure how applicable they are to most people!https://twitter.com/macrocephalopod/status/1461456567522537473 …

      macrocephalopod added,

      macrocephalopod @macrocephalopod
      I’ve mostly run big quant portfolios for institutions so a lot of what I say is not relevant for independent traders (in particular risk target often dictated by the mandate, decision whether to add/withdraw at hwm or in a drawdown is not mine etc) but I can try. https://twitter.com/goodalexander/status/1461381646683361294 …
      Show this thread
      1 reply 0 retweets 14 likes
    4. macrocephalopod‏ @macrocephalopod 18 Nov 2021
      Replying to @macrocephalopod @goodalexander and

      One thing I do have an opinion on is stop losses. I think the best thing is to reevaluate a position after a price move, and decide whether you want to hold onto it on its own merits. Stop losses can get you out of a losing trade quickly, but if you need to use them, to me

      1 reply 0 retweets 28 likes
      macrocephalopod‏ @macrocephalopod 18 Nov 2021
      Replying to @macrocephalopod @goodalexander and

      it’s a sign of a deficiency in your decision making process. Better to try and improve your decision making!

      2:12 PM - 18 Nov 2021
      • 23 Likes
      • Shxbh Crook miquel malaga Carl Thunman A N drew. metaphaneron Foxtrader Jeff D
      0 replies 0 retweets 23 likes

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