The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Grantham: Every Two-Sigma Asset Bubble Historically Reverted to Pre-Bubble Trends
“In major countries, there was no exception to the principle that an overpriced market at two sigma, which is just a statistical measure. If you look at the price, you look at the breakout on the upside. If it's two sigma, there is no exception to the rule that…”
Renaissance Shares One Unified Codebase Unlike Two Sigma
“It's also the case that they are much more collegial. They work together. It's an open system. Everyone can see the code as opposed to other technology firms, other hedge funds, and there are many different models. So you look at like a two sigma, my understan…”
Paul: Two Sigma, Citadel, and Rentech Stayed Out of Crypto in 2017
“I saw that guys like Two Sigma and Citadel and Rentech and the discretionary trading houses, none of them were in crypto for good reasons.”
Mauboussin: Discretionary managers cannot compete with quants on short-term horizons
“Natural language processing and computers and so forth will allow some parts of the market to be very efficient in the short run. You can make shorter term predictions. And that will probably make that aspect of the market more efficient. And by the way, as a …”