In the sister blog and on Twitter during October and November 2015
The following posts appeared on the sister blog (on Computing) during the last two months.
Tweets during the last two months (other than blog post tweets):
November 26: Deal Professor on recent M&A deals: "business leaders seem to have perhaps slightly lost their touch with reality" http://www.nytimes.com/2015/11/25/business/dealbook/telltale-signs-that-deal-makers-swallowed-the-silly-pills.html
November 19: Asness says the most dangerous things are those that you think protect you, but only mostly protect you https://medium.com/conversations-with-tyler/cliff-asness-986ba8e92b4f#.cwcoch7nk
November 19: Asness says "There's no investment process so good that there's not a fee high enough that can't make it bad." https://medium.com/conversations-with-tyler/cliff-asness-986ba8e92b4f#.cwcoch7nk
October 29: Excellent BIS paper http://www.bis.org/publ/work524.htm shows how conventional cross border capital flow and investment data can be misleading.
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October 18:
Yellen call 1/2. Artemis has a research report on preemptive central bank action. http://www.artemiscm.com/s/ArtemisQ32015Volatility-and-Prisoners-Dilemma-x71i.pdf (h/t http://ftalphaville.ft.com/2015/10/13/2142116/the-shadow-convexity-risk-in-the-machine-and-the-vix/)
Yellen call 2/2. Greenspan (S&P500) Put took the risk out of buying stocks. Yellen VIX Call takes the risk out of selling volatility.
Posted at 1:41 pm IST on Tue, 1 Dec 2015 permanent link
Categories: technology
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