Discover and read the best of Twitter Threads about #reflexivity
Most recents (3)
#reflexivity between #bubbles vs #antibubbles once again distorting markets
Artificially low #VIX forces quant strategies (trend, risk parity, vol target) to buy #SPX, squeezes weak shorts
#insurance tends to be cheapest when we need it the most
Anti-bubble framework 👇
Artificially low #VIX forces quant strategies (trend, risk parity, vol target) to buy #SPX, squeezes weak shorts
#insurance tends to be cheapest when we need it the most
Anti-bubble framework 👇
1) Embrace #volatiltiy. Don’t fight it.
2) avoid #leverage, your enemy responsible for financial and emotional distress.
3) Seek negative #correlation and avoid risk of false #diversification. Remember that a portfolio with many holdings is not necessarily diversified.
2) avoid #leverage, your enemy responsible for financial and emotional distress.
3) Seek negative #correlation and avoid risk of false #diversification. Remember that a portfolio with many holdings is not necessarily diversified.
4) Seek #Emotional indifference. If your trading makes you overly happy or sad, you are trading too big.
5) #Rebalance Portfolio = sell high, buy cheap. Now is time to trim risk, add insurance
6) #compound on capital preservation. Goalkeeper most important player in any team.
5) #Rebalance Portfolio = sell high, buy cheap. Now is time to trim risk, add insurance
6) #compound on capital preservation. Goalkeeper most important player in any team.
🥂 “#Conservation research & discursive violence: a response to two rejoinders”, co-authored with Stasja Koot & Paul Hebinck, is back online 🥂
It was removed by @tandfonline a day after publication in Dec2021, for reasons unclear to us 😶
tandfonline.com/doi/full/10.10…
It was removed by @tandfonline a day after publication in Dec2021, for reasons unclear to us 😶
tandfonline.com/doi/full/10.10…
@tandfonline 2/ a thesis-length, without prejudice 🧵 about a stressful 2 years of #legalthreats, #personalattacks & #doublestandards in #conservationresearch
#positionality #CBNRM #trophyhunting #discourse
{{{deep breath}}}
@PolEcoNet @PCLG_IIED @cep_of @BathSpaResearch @SDC_WUR
#positionality #CBNRM #trophyhunting #discourse
{{{deep breath}}}
@PolEcoNet @PCLG_IIED @cep_of @BathSpaResearch @SDC_WUR
@tandfonline @PolEcoNet @PCLG_IIED @cep_of @BathSpaResearch @SDC_WUR 3/ Our re-published Response follows 2 Rejoinders to a peer reviewed Review Article published online in Society & Natural Resources @info_iasnr, in May 2020 👇
I am 3rd author on this paper: the 2 lead authors – S. Koot, P. Hebinck – are not on twitter
tandfonline.com/doi/full/10.10…
I am 3rd author on this paper: the 2 lead authors – S. Koot, P. Hebinck – are not on twitter
tandfonline.com/doi/full/10.10…
#vodaidea is a delight to analyse from two perspectives: 1) #gametheory and 2) Soro's #reflexivity theory
some thoughts...
some thoughts...
Competition would like Vodaidea gone. But Vodaidea has bought itself a couple of yrs of survival from AGR verdict as they will be able to raise enough funds to last a couple of years by convincing board that 'as ARPU's rise things will get better'
To kill Vodaidea competition needs to keep ARPUs low for 2 more years. But competition itself doesn't make enough money at these ARPUs. So will they want to self inflict pain for 2 more yrs?
