408 karma · joined September 19, 2018
This is just completely incorrect. Most of European and Japanese cars are not 30+ years old in the US.
These facilities were not cheap to design and build. Obsolete now.
A fund manager can replicate the index with derivatives and overlay their alpha on top of it.
Google “alpha overlay” or “portable alpha” for more info.
These types of products were more popular about 10-15 years ago.
Firms typically charge just for the alpha for these strategies.
You are asking for the manager to sell you an option.
And the SP500 has had unusually good performance relative to other equity indexes. Would not count on that forever.
It will not work today. For starters, it makes a bunch of simplifying assumptions. And there are better models. It also misses a number of important dynamics.
Everyone eventually dies. When that happens, as things currently stand, it will be a 2.5% chance the cause will be the flu.
You might die young or old. Across those possibilities, it is 2.5%
That can be consistent with the idea that if you were to die next year, it probably (i.e., much less than 2.5%) won't be the flu because you are a young person.
"Yachts" here look like moderately sized sail boats. Doesn't look like this is rich people's super yachts if that is what you are getting at.
Also, reasonable chance this entire story is fabricated and this was done a different way.
Just ask...are there are very fundamental differences between the finances of an individual and the government? There are. For starters, the government can simply print money and pay off debts. They can also choose, by their actions, to inflate away nominal liabilities.
So then it is reasonable to consider that "being in debt" may have different ramifications for the government than for an individual.
They are a public company at this point. Not a fan of PE but no need to blame them for everything.
Would not be so sure of that. I suspect the "great generation" has a lot better understanding about the value of peace than more recent generations.
I've really only heard of this in penny stocks which are illiquid.
This would not work in liquid markets like rates, fx or equity indexes.
Gold is liquid, and the vast majority of it is not held for investment purposes. That is, even if you convinced some people to invest in it, it would not matter much regarding the price.
And consider the costs involved in getting people to actually consider and then act on this recommendation?
But if you have a reference link that refutes this, please provide it.
Agree on Intel, MS, Boeing. And there are others.
But how is Dell strategic?
The blurb mentions the prediction requires a couple of measurements that aren’t usually taken like stomach and waist circumference.
From my experience with building models (in other domains), the key to break through is very often new data that previously wasn’t considered as it wasn’t easily available.
Blurb doesn’t say what those are. Paper is paywalled.
The extra data points as inputs into the prediction are things like waist and stomach measurement. So suspect one thing is weight loss.
I’ve since been responsible for tech teams as leader of larger businesses.
My take is it seems basic but sensible.