Viewing profile — bdkoepke

If you have a perksatwork account, you can get a thinkpad with those specs for about $1.2k. During national holidays it goes for under $1k. https://www.lenovo.com/us/en/p/laptops/t…

External dedicated GPU enclosure. Turns a Thunderbolt-3 laptop into a workstation for CAD & AI workflows.

The cash sweep program at ibkr is FDIC insured up to $2.5M, plus $250k SIPC. ICS and CDARS cash sweep is FDIC insured across 2000 banks. Also consider direct buying treasuries with…

PSA: Outside of stat arb and heavily leveraged market making with teams of PhDs, 60% annualized CAGR doesn't exist. In the real world, anything above 10% over the long-term (in-sam…

None of the retail brokers (including ibkr) do this correctly, although ibkr is probably the best for retail. Their cross-margining for futures options doesn't work (since the opti…

Sure, equal weight split between SPY, EFA, EEM, VNQ. 7.7% real return with 17.7% vol vs 7.1% real return with 17.1% vol. Sharpe for equal weight: 0.435; Sharpe for SPY: 0.415

True for strong-form EMH but not for semi-strong or weak.

Not necessarily true; if you got a mark on copper futures in Europe then you would expect the best American copper futures bid/ask to change fast. Updating bid/ask doesn't require …

Emerging and international developed markets performed extremely well last year. Part of the under-performance this year is from the US dollar rising. On an enterprise value basis …

Title is misleading, "Animal spirits" is a phrase used by John Maynard Keynes to refer to exuberance. https://en.wikipedia.org/wiki/Animal_spirits_(Keynes)

The issue is Amazon stock is very expensive when compared with other companies. Walmart's market cap is ~250B, whereas Amazon is $350B. Amazon had $100B sales last year, Walmart ha…

I agree with you completely. I said "I believe the science is still out on this" because I personally haven't found anything conclusive myself. Until I find evidence one way or the…

Sit-stand desk is probably the best with the information we currently have. http://healthland.time.com/2011/04/13/the-dangers-of-sitting... http://vuir.vu.edu.au/21403/1/Van_Uffele…

How are you controlling for survivor bias? Unless these investors are highly leveraged, have insider information, or are simply 'lucky' (or a combination of all three) I would assu…

The direct-download url is also from lenovo. http://download.lenovo.com/pccbbs/thinkvantage_en/metroapps/...

I think the version in f-droid is 13.1.2. If you enable the guardian repository in f-droid that should have the 14.0.9 client which is considerably nicer. You can disable all otr i…

I personally don't use iOS so I'm not sure whether that is still an issue. They released an update for the iOS client fairly recently so you could give that a shot? The new iOS cli…

I don't know why ChatSecure by the guardian project never comes up in these discussions: https://guardianproject.info/apps/chatsecure/ It uses Otr for encrypted chat, so you can us…

I use http://camelcamelcamel.com for amazon price tracking. Does anyone know of any other websites like this with price tracking? For instance, Artificial intelligence a modern app…

Perhaps encouraging narcissism would be a better way to phrase that. Our society seems to be increasingly encouraging this type of behaviour...

Ah, I had forgotten about Manufacturing Consent. That is an excellent documentary as well. I have the book but I haven't yet read it.