StreetEYE Blog

Druce Vertes, CFA

Author


How I learned to stop worrying and love quantitative tightening

Many people are talking about ‘quantitative tightening’ and ‘balance sheet reduction’, and some people are blaming it for market volatility, discussed here, here, here. IMHO, blaming balance sheet reduction for market volatility is cargo cult mumbo jumbo. What is QT? During the crisis, a lot of bad loans were made and a lot of risky […]

The Top 100 People To Follow For Financial News On Twitter, January 2019

It’s been more than a year since we posted our last list of people to follow on Twitter for financial news. Time for an update! Without further ado, here is this year’s list (click on headers to re-sort): Rank Screen Name Name Influence Score Relevance Score Order by Topic 1 pdacosta Pedro Nicolaci da Costa […]

What I Learned From Watching The Sting And Reading David Maurer

Wall Street never changes, the pockets change, the suckers change, the stocks change, but Wall Street never changes, because human nature never changes. – Jesse Livermore Confidence men are hardly criminals in the usual sense of the word, for they prosper through a superb knowledge of human nature; they are set apart from those who […]

The Most Shared Financial Blogs 2018

The list: VoxEU ZeroHedge FiveThirtyEight World Economic Forum Project Syndicate Brookings Marginal Revolution ValueWalk ForexLive Seeking Alpha coindesk PIIE Dealbreaker The Reformed Broker A Wealth Of Common Sense Calculated Risk Bruegel The Big Picture mainly macro CATO Institute Visual Capitalist Real Investment Advice StockTwits Cointelegraph Brad DeLong CityLab The Irrelevant Investor American Economic Association AEI […]

The “Spygate” outrage

‘Freedom is the freedom to say that two plus two make four.’ – George Orwell When Trump tries to brand the swirling swampy maelstrom around him as ‘Spygate’, it gives the game away. If you get busted by the cops with Russian entanglements in your campaign, one way to go is to claim ignorance and […]

Losing the meta-game

I suggest a new strategy, R2. Let the Wookiee win. – C3PO Jeff Bezos tells a story about how he gave his grandmother a hard time about smoking until she cried, and his grandfather took him aside and said, “You are going to figure out one day, that’s it’s harder to be kind than to […]

Quantitative Fun With Fund Names

There are a number of hard problems in investing, for instance: 1) Finding alpha. 2) Finding clients and assets — especially if you can’t 1) consistently find alpha. 3) Finding an awesome name for your fund. The investing blogosphere is all over the first two. Now, for something completely different, we help you with the […]

The Bitcoin crash is coming

In the land of milk and honey You must put them on the table You go back Jack do it again Wheel turnin’ ’round and ’round – Steely Dan I’m a bit of a Bitcoin skeptic. I think it’s a bubble and at some point the dancing stops and some folks get left holding a […]

Guns

OK, here’s a Sunday rant on guns. I’ll start at the outset by saying I’m not a huge fan. I was a kid in New York City in the 70s when there were 5 murders a day. Being a city boy, and especially at that time, colors my reality. It’s not great to live in […]

A Google teachable moment, or the end of Western civilization?

This anti-diversity manifesto has been making the rounds, with calls to avoid “socially engineering” diversity in response to “veiled left ideology”, to “de-moralize diversity”, to “de-emphasize empathy”, to “prioritize intention”, and to “be open about the science of human nature” which is claimed to confirm a lot of right-wing priors and stereotypes. I have questions for the author… Really? You […]


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