And hence this is why many people fail to match (let alone beat) a simple buy and hold, low-cost, broadly-diversified index fund. One has to trust past performance, otherwise none of this makes any sense, we’re all here due to past performance.
/rant Most people want to get rich quickly, have short memories, zero self-awareness, zero self control, are emotional, paranoid, immature, ignorant, flippant, inconsistent, confused, dim and have critical thinking ability equal to that of used toilet paper. Can you feel the humanism coming through?
Even though I agree partially, I think we shouldn’t be unfair to folks who are not experienced in investing. 5 years back I didn’t even invest. So it’s irrational to panic but it’s not illogical
Logic is based on personal experiences and only with time and new experiences people change their next actions
Posts by yes, quoted text from those users yes, but not the entire answers to them.
Open the user’s profile (click on their profile picture in a post to open a popup, then on the large profile picture in the popup)
On the profile page you’ll see a bell icon next to “normal”. Click on that, and switch the setting to “ignored” instead.
You’ll be able to set a timeout for the ignore, see that somebody you ignore posted something, and still click though to see what they posted.
That last bit means that some discipline is needed to just not just read the ignored messages anyway. If you can’t resist the temptation, it is just extra work
Hard to explain why, but in my experience many months of contango works quite nice. It is not the VIX, it is the VIX future. However, it did not work last time, was too early.
Very good performance. May i ask how long you have been running this active managed portfolio and how have your returns been since inception vs S&P 500?
I don’t look for performance primary, but for cash flow and low volatility as this is my main source of income. And I probably don’t like 400 of the 500 companies contained in the SP500.
But of course, after such a long time with such a performance difference the momentum strategy has almost overtaken the dividend strategy in size. But I’m not ignoring the higher risk, you can only buy such performance with volatility.
Swiss response seems to be in line of providing state backed investment guarantees to USA to avoid tariffs
I find it interesting
Switzerland has no tariffs for US imports except for meat maybe.
US applied 31% tariff on CH anyways
Now Switzerland would invest in US to get out of tariffs which were unjustified to start with. I hope this makes business sense as well and not just paying the bully
Just because of US gold import, we got 12% more tariff…
I think it‘s a smart approach. Makes Trump be able to save face and we are not just throwing money away. And if you postpone it long enough, he is out of office by that point.
I don‘t get what you‘re trying to say. RenTechs performance of the last 30+ years is unmatched. They never had a negative year, not even in 2001 and 2008.
… and let’s not forget the half-a$$ed assumptions („let‘s set ɸ to 0.25 that will give us a large tariff number“)
Even with the additional explanation, some economists dismissed the exercise as blatantly amateurish. (Douglas Holtz-Eakin of the conservative American Action Forum called it “malpractice”). Meanwhile, some of the professors who found their own studies cited went public to express their bafflement. Alberto Cavallo, an economist at Harvard Business School who co-authored one paper included in the administration’s bibliography, tweeted that if Trump officials had applied his research correctly, the tariffs would have “come out about four times smaller.”
What I am saying is that Rentech are traders, not investors, their model can’t compound so they never let it become too big. All I’m saying is that Simons and Buffett are different, one’s a trader the other is an investor so I don’t compare them as it’s not an apples to apples comparison.
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