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Wednesday, March 29, 2017

Money Stuff: Unicorn Swaps and Falling Complacency - ofriel@gmail.com - Gmail

Disruptive financial innovation just works better at an incumbent bank.



Money Stuff: Unicorn Swaps and Falling Complacency - ofriel@gmail.com - Gmail: Disruptive financial innovation just works better at an incumbent bank.

Performance Reviews and Bank Historians - Bloomberg View

Performance Reviews and Bank Historians - Bloomberg View:



Isn't the point of having a lot of money that it frees�you from the need to sit around and listen to people evaluate your performance?�

Family Offices, Dentists and Quants - Bloomberg View

Family Offices, Dentists and Quants - Bloomberg View:



The basic process of investing is that you look at some historical information, you make some predictions about the future, and you invest based on those predictions. At that level of generality, that's not a strategy that can become crowded; that's just what the process of investing is.