⁠Alex Bilzerian
RT @alexbilz: 'Negative Probabilities in Financial Modeling' - Mark Burgin & Gunter Meissner:
https://t.co/sph43bZGnO

Published in Wilmott Magazine in 2012. https://t.co/iUQn7whtRr
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⁠Alex Bilzerian
RT @alexbilz: 'Interpretations of Probability' - Andrei Khrennikov (2003, PDF):
https://t.co/dyFkbYk13E

See Ch. 3 for negative probabilities & Ch. 4 for p-adic probability.
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⁠Alex Bilzerian
RT @alexbilz: This approach induces the rigorous mathematical theory of negative probabilities. https://t.co/oGzw2ZKBVV

'Interpretations of Probability' - Andrei Khrennikov (2003, PDF):
https://t.co/dyFkbYk13E

See Ch. 3 for negative probabilities & Ch. 4 for p-adic probability. - Alex Bilzerian
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⁠Alex Bilzerian
RT @alexbilz: 'Classical Electrodynamics' - J.D. Jackson (PDF): https://t.co/NBSg8QGQB5 https://t.co/xF0k44skRW

The transient behavior of the magnetic field in a conducting medium following the sudden cessation of a sustaining current: https://t.co/8KDumlN8H8 - Alex Bilzerian
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⁠Alex Bilzerian
RT @alexbilz: The recent method to efficiently simulate imaginary time evolution using hybrid quantum-classical computing: https://t.co/0FTpPec1I3 https://t.co/JVMgjqgVYF

Antoine Jacquier prices an option by transforming the heat equation to the Schrödinger equation, using a parameterized quantum circuit for state approximation & optimizing parameters to match the circuit output with the initial state: https://t.co/iuYmf8Cw9A - Alex Bilzerian
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⁠Alex Bilzerian
RT @alexbilz: Lévy path integral Monte Carlo for a particle in a Mexican hat: https://t.co/9IDt8spLl5
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⁠Alex Bilzerian
RT @trishankkarthik: There is a catch

It turns out that mathematics, too, is generally an empirical science like physics

Because Gödel showed there is no single formal axiomatic system for proving all true theorems

Hence why people like Chaitin and Wolfram advocate for experimental mathematics
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⁠Alex Bilzerian
Gregory Chaitin has argued that some mathematical facts may be true for no reason ("true by accident"), and that experimental methods might be necessary to discover and explore mathematical truths that cannot be proved through traditional axiomatic systems.

Thought-provoking:

There is a catch

It turns out that mathematics, too, is generally an empirical science like physics

Because Gödel showed there is no single formal axiomatic system for proving all true theorems

Hence why people like Chaitin and Wolfram advocate for experimental mathematics - Trishank Karthik Kuppusamy
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⁠Librarian Capital
RT @GZuckerman: Stanley Druckenmiller at Grant’s conference: “Bipartisan fiscal recklessness is on the horizon.”
He’s short bonds; equivalent of 15-20% of his portfolio.
“George would be embarrassed of me” for not making it a bigger bet.
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⁠Alex Bilzerian
RT @trishankkarthik: @alexbilz The argument is that we have been somewhat lucky with the kind of mathematics we have been able to uncover so far, because we humans have largely stuck with pockets of computational reducibility, and the kind of mathematics that appeal to us
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 7 Quality Stocks Double-Digit CAGR* Potential Assuming <10-year mean p/e | ltm roic 💵

1️⃣ alphabet $goog $googl
•10-year mean: 23x
•cagr assuming 21x: 11.79%
•ltm roic: 30%

2️⃣ visa $v
•10-year mean: 28x
•cagr assuming 27x: 11.66%
•ltm roic: 35%

3️⃣ amazon $amzn
•10-year mean p/ocf: 24x
•cagr assuming 16x: 16.85%
•ltm roic: 14%

4️⃣ monster beverage $mnst
•10-year mean: 33x
•cagr assuming 30x: 10.51%
•ltm roic: 31%

5️⃣ asml holding $asml
•10-year mean: 31x
•cagr assuming 28x: 12.09%
•ltm roic: 40%

6️⃣ paypal $pypl
•all-time mean: 29x
•cagr assuming 20x: 15.62%
•ltm roic: 16%

7️⃣ alibaba $baba
•10-year mean: 22x
•cagr assuming 14x: 18.17%
•ltm roic: 10%

#stocks #investing

*cagr potential using estimates for fiscal year (fy) ending 2026
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⁠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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