At some point I’ll add some more info about my setup, until then bullet points will have to do. Computers: (1) AMD/ASUS/64GB (primary software development) – powers monitors 1,2,3,4,5 above use primarily for business, specifically developing software for investment management/financial services companies Note: I can’t figure out how to turn off the LED… (1)…
Category: TOP
When I was a full-time Research Analyst, I spent a fair amount of time dissecting and understanding the Material Sectors, specifically Petro-Chemical Industry. As you can see from the images below, these materials are used throughout the economy including Textiles, Safe Food Supply, Transportation, Housing, Recreation, Communications and Health and Hygiene. · http://cen.acs.org/global-top-50.html
“Helps get to the points of what you would care about if you ran the company. ” – Bob “Two ways to fix a company, fix margins or fix turns” – Bob “What are are you investing in? What are the returns on those investments” – Bob “Figure out what’s going on today, so can…
Value creation is a concept that is central to business and economics. It is the process of generating value for customers and stakeholders through the production, distribution, and consumption of goods and services. In this article, we will explore the concept of value creation, why it is important, and how it can be achieved. What…
Found an interesting paper from AQR about Risk Parity performance. Critics argue risk parity is destined to perform poorly in rising rate environment, and thus conclude that the strategy is currently unattractive since interest rates are still at low levels and will eventually rise. Interesting part is when highlight October 1979 (a couple of months…