⁠Alex Bilzerian
'The Volatility of Low Rates' - @RDouady (2013, PDF):
https://t.co/uYzm106fOT

@digvijoy_c @nntaleb @alexbilz @EGHaug @RDouady had an interesting paper on the same https://t.co/BkMxnJEpHL - himanshu mahajan
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⁠Alex Bilzerian
RT @DrBrianKeating: Of course your physics is absurd.

The question is whether it’s absurd enough.
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⁠Stock Analysis Compilation
Madison Funds on Teledyne Technologies $TDY US

Thesis: Teledyne Technologies, with leadership in digital imaging and strong relationships, offers a unique value opportunity, positioned to benefit from a temporary slowdown in sales

(Extract from their Q2 letter) https://t.co/cO5MnZyt0I
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⁠Alex Bilzerian
There are other fields also experiencing significant advancements, like computer science and medicine.

I used Lean to formalize a mathematical proof and was feeling a bit bullish.

Mathematics may be the only field left untainted by decline & mediocrity. - Alex Bilzerian
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⁠Value Spotlight (Andrew Sather)
RT @ValueSpotlight: How to Deal with Lumpy ROIC (Tutorial) - Simple Solutions

$PFE https://t.co/fM5BDMOtMc
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⁠Alex Bilzerian
This needs more nuance.

Mathematical proofs, if correct, establish truths with absolute certainty. Once proven, a mathematical theorem is eternally true.

Physical theories are always provisional and subject to revision based on new empirical data. - Alex Bilzerian
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⁠Librarian Capital
RT @DougJBalloon: Immigrants are flooding across our border and weakening our country. Many are drug addicts, who father out-of-wedlock children, refuse to pay their bills, and show more loyalty to our foreign adversaries than they do to the United States.

by Elon Musk
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⁠Alex Bilzerian
Lean supports two main styles of writing proofs:

—Term-style: Directly constructing the proof term
—Tactic-style: Using tactics to build the proof incrementally

I've only had success with the tactic-style approach as it allows working on goals one step at a time.

Lean is an open-source proof assistant & functional programming language based on the calculus of constructions with inductive types:
https://t.co/Wqev4H2cdm - Alex Bilzerian
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⁠Quiver Quantitative
Look at this...

We reported on purchases of Raytheon stock by a member of the Senate Armed Services Committee last year.

It has now risen 76% since then.

It's up 3% today. https://t.co/DXcO4EL339
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⁠Investing visuals
NVIDIA $NVDA is down nearly 5% in a red market today. Are you buying at its current price?

Here’s the company at a glance👇 https://t.co/r51WlONUER
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⁠Alex Bilzerian
RT @alexbilz: The real risk in the market today is not in the volatility, but in the volatility of volatility (vol of vol). Investors are getting paid for the instability in the volatility rather than the volatility itself.
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⁠Alex Bilzerian
RT @mikeharrisNY: I'm really worried about some people who still talk about macro on a day of major geopolitical escalation. There will be time for that, we all hope, when things cool down.
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⁠Quiver Quantitative
🇺🇸 Senator Rick Scott has made $500K in the stock market today, per our estimates.

One of the only politicians who has made money today, with the market down big.

Track their portfolios live on Quiver: https://t.co/Hm8Dez9wlq
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