Viewing profile — hidenotslide

But how is being delta neutral a scam? If they weren't taking the other side of the long futures trade, someone else would at an even worse price. And if they weren't buying it bac…

I don't think you understood what Sam was saying, being short BTC futures is NOT the same as having a net short exposure to bitcoin prices. And what does Tether have to do with Bit…

Short squeeze dynamics can cause a stock price to diverge significantly from fundamentals. There are limits to what can be arbitraged, and that may be what is happening in this cas…

1) Those tests results would be highly correlated, so you wouldn't necessarily be much more than 99% accurate still. 2) If the prior probability of someone committing a crime on a …

Those "structural changes" are called austerity and they have not worked well where they have been tried. There is a very strong argument that the Euro currency is deflationary and…

Reminds me of the old Conan segment that highlighted this behavior. Here are some clips from 2012-2014. Twinkie Trouble https://www.youtube.com/watch?v=OzdV0Imti3s&ab_channel=TeamC…

Apparently my answer is worse than the guy who thinks "The fed is literally giving asset holders free money" and the guy who makes a pitch for Bitcoin. Whatever. Utilize your downv…

Here is a simple way to demonstrate the point of the article. If I deposit $100 in a bank, the bank can lend out around $90 to someone else (fractional reserve banking). That perso…

Depends how you define loss, a lot of people would disagree with you. They have had significant positive free cash flow for a long time, over a decade at least.[1] But since they r…

His new investors made $10 million less than they would have if he had not stolen from them. Embezzlement is still a crime even if you are the CEO and the company is profitable. An…

Probably because the cancels were followed up by aggressive sales calls that mentioned the issue. A quote from the article: "The no-shows were accompanied by an OpenTable inquiry a…

I'm sure it is structured in a way that mitigates that issue. E.g. donate to an intermediary trust for the tax benefit, then that trust makes the gift to the university. In fact th…

He may be right in this case, I am not a doctor and don't know the details of his anecdote. My point is that if I'm looking for medical advice from a pop science author I'd much pr…

Nassim Taleb is great at providing backward looking advice. My back got better, therefore I was right to ignore the expert advice. He has predicted about ten of the last two financ…

What is the LTSE? From their website it doesn't really seem like they do anything other than some apps for entrepreneurs? Often the mechanism for destroying great companies is plun…

Why wait until the end to point out that this letter is most likely nonsense? Seems unlikely that people are getting scammed out of hundreds of million dollars a month. I tracked d…

I'm not saying they are being untruthful. But they are very clearly biased to the right on economic issues, and significantly more than traditional news. All the articles I saw on …

That is clearly a libertarian news site. They may be negative towards both US parties but it's still a right-leaning site, at least in an economic sense of right and left.

This article doesn't seem biased to me, just some statistical information relating to the well known debate about why crime dropped in the late 90's. The lead gasoline theory is an…

I hardly use pandas at this point besides read_csv, which is very good once you know the syntax for parsing strings/dates, skipping rows, dropping columns, etc. After that I usuall…

Good point about pandas dataframes taking up extra space, and the solution of using chunking/generators. 33 GB is what Wes McKinney would call "medium data": https://twitter.com/we…

I don't find this a very compelling argument. The author doesn't mention any attempts to profile or speed up the code. Specifically with pandas I've found if you aren't careful you…

Capital gains are equivalent to dividends, just with better tax treatment. You are "technically" correct though, which is of course the best kind.