Have finally read "manias and mimesis" by @byrneseyeview and @tobiasahuber, highly recommended. Not sure that the main premise is correct, did not understand the factor investing part, but there were a lot of interesting ideas and anecodotes in that paper! https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3469465 …
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On the bifurcation of viewpoints that the bubble creates, splitting the investor more and more into two disjoint groups, and how it makes the fallout after the bubble worse.pic.twitter.com/t6SGsA5DcT
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Go read the whole thing! You may have to sign up at http://ssrn.com to read it, but it is worth it!
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I couldn't find much discussion of the paper, but there is this good rebuttal on reddit with a great ad hominem: "...and the authors of this post seem to have a mimetic desire to emulate Girard!" https://www.reddit.com/r/thebrowser/comments/ck7fq4/manias_and_mimesis_a_girardian_view_of_bubbles/ …pic.twitter.com/ajwexqMlsh
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Aggregation Theory strikes again :) Essentially they both took information that was available but difficult to find, and made it more easily accessible We're at a similar place today with our info silos. Wondering what the next gen will look likehttps://twitter.com/ZainRzv/status/1218012831053795328?s=19 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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