Need to map an ad hoc list of tweeps attending a map or conference? This is your tool! Just give the map a name, add some tweeps, then share new maps the URL. Examples:a) map of some tweeps attending the SUXORZ panel during SMWNYC in February 2010.b) map of some tweeps attending the AnalyticsCamp at Chapel Hill,… Continue reading Mapping lists of tweeps, twitter users at conferences and panels
Mapping lists of tweeps, twitter users at conferences and panels
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How common, actually, is common knowledge?
An old friend observed that Zoltan Pozar’s recent claim that “60/40 won’t cut it anymore and should be 20/40/20/20 instead” is spurious. Nobody believes in 60/40 anymore, he said. I wondered: while the idea that investors should balance their portfolios 60% equities and 40% bonds certainly took a beating in 2022—”is the 60/40 dead? Goldman… Continue reading How common, actually, is common knowledge?
We asked AI about real estate domain experts on Twitter
Wondering what the giant mind of AI thinks about Twitter accounts that focus on real estate, we conducted the following exchange with ChatGPT. Obviously the AI got some things dreadfully wrong, but it is amazing to see the machine, when challenged, apologize and correct its mistake! Q: Which are the best Twitter accounts run by… Continue reading We asked AI about real estate domain experts on Twitter
FinTwit exploited in alleged $100 million pump-and-dump scheme
In the last decade, some of the world’s smartest journalists, fund managers, analysts, bankers, regulators and academics have congregated on Twitter to swap insights about financial markets. But where there’s cash, there are also grifters and greedy marks. The two groups appear to have converged on Twitter and Discord channels in a scheme ultimately worth… Continue reading FinTwit exploited in alleged $100 million pump-and-dump scheme
Do Fintwit insiders have any special market insights?
We asked GPT Chat: do fintwit insiders have special market insights? The answer is no. “It is unlikely that anyone, including “fintwit insiders,” has special insights into the stock market that would allow them to consistently predict its movements. The stock market is complex and subject to a wide variety of factors, making it difficult… Continue reading Do Fintwit insiders have any special market insights?
Reflexivity
The problem with markets is that they’re deeply narcissistic, constantly trying to glimpse themselves. Soros: In the initial stage (AB), a new positive earning trend is not yet recognized. Then comes a period of acceleration (BC) when the trend is recognized and reinforced by expectations. A period of testing may intervene when either earnings or… Continue reading Reflexivity
Reflexivity
The problem with markets is that they’re deeply narcissistic, constantly trying to glimpse themselves. Soros: In the initial stage (AB), a new positive earning trend is not yet recognized. Then comes a period of acceleration (BC) when the trend is recognized and reinforced by expectations. A period of testing may intervene when either earnings or… Continue reading Reflexivity
Do Fintwit insiders have any special market insights?
We asked GPT Chat: do fintwit insiders have special market insights? The answer is no. “It is unlikely that anyone, including “fintwit insiders,” has special insights into the stock market that would allow them to consistently predict its movements. The stock market is complex and subject to a wide variety of factors, making it difficult… Continue reading Do Fintwit insiders have any special market insights?