Viewing profile — nakedshorts

You do realize actual patients got completely wrong results on their blood tests, thereby potentially jeopardizing their ongoing treatment for pretty serious conditions? How is it …

How have things changed since 2001? My opinions only: 1. VCs don't sign nondisclosure agreements: yes you will be laughed out the door if you demand one. 2. VCs are sheep: yes, mak…

Name one career where rent is 60% of the income yet only exists in the largest cities.

For those momentarily confused as I was, in English the title would be Notepad++ 7.9.1 – for (in memory of) Samuel Paty

Self plug: If you are interested in short selling and activist funds, I run an online community where people post original research and discuss other short theses: https://activist…

Yes, Taleb's entire life work is premised on the fact that people's mental models of probability distributions are not fat-tailed enough to match reality. He believes that such str…

> Email and photo sharing are generally dependent upon third parties, and generally extremely centralized and powerful ones, such as Google or Facebook or Twitter. I think even sti…

One year ago, if you had asked me what would happen if we printed $4T+ (that's 20% of GDP for perspective) out of thin air and injected it into the economy, I would've told you mas…

> I'd like to think I'd have had the foresight to see what was coming if someone was pitching it to me like this. Well, you can test yourself, short ideas are abound in these uncer…

Really? Top 10 lists at the top of HN? What's next, Buzzfeed polls?

See the charts for yourself: https://fred.stlouisfed.org/series/WALCL In the aftermath of the 2008 financial crisis, the Fed managed to unload a mere $800B (balance sheet went from…

The Fed's balance sheet is now at $6T, which is too large for them to unwind. This only ends in one of two ways: 1. A massive asset bubble and a fundamental re-evaluation of risk/r…

How is it exploitative? The creators of the website are volunteering their time because they have adequate resources (which you would know if you read the website). Or is all volun…

If only there were a way to short privately held companies.

I agree. At the end of the day, the startup ecosystem is much healthier when the market is sane. On the one end you have newbie angel investors and VCs throwing money at pre-revenu…