Founder of Palomar Capital | Visiting Professor at King's College London | Financial Author | YouTuber & Podcaster
UK
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I wrote an op-ed for the Banking Risk & Regulation section of the @FT on the UK listing regime. Here is a link: bankingriskandregulation.comβ¦
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I didn't actually listen to what he said in the video, but I'm guessing that at some point he got around to explaining why he is wearing a bondage outfit that says "Don't be a little bitch." There is a lot to unpack with that video.
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@pmarca You might enjoy this piece from the Economist on why Basel rules make the VC Industry necessary. economist.com/news/finance-aβ¦
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We are delighted here at Palomar to be short listed for Best Quant Strategy at this years @HFMWeek European Hedge Fund Performance Awards.
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Victor Niederhoffers Wall Street Journal article from 1989 - The Speculator as Hero is always worth a re-read. fff.org/explore-freedom/artiβ¦
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I'm not a big Sacha Baron Cohen fan, but this new character PaulTudorJones he is doing is hilarious. m.washingtonpost.com/local/e⦠#PaulTudorJones
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We are delighted here at Palomar Fund to be shortlisted for three CTA Intelligence 2017 European Performance Awards. Wish us luck!
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@LWinthorpe @WSJ The article is incorrect that the maximum downside is $20k
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@DougKass someone traded over 15200 e mini S&P's at 13:19:19. in one second. A new record.
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We are delighted here at Palomar to have been short listed for two awards at this years @CTAIntelligence European Performance Awards.
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The water standard should be abandoned and replaced with a gold standard,100 being the temperature of boiling gold. Easy
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Great clip of @JamesGRickards on subsidised banks on @cnbc. video.cnbc.com/gallery/?videβ¦. @MariaBartiromo Cornering markets is not legitimate risk
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Venture Capital tends to be a strategy with fairly low returns. hbr.org/2014/08/venture-capiβ¦
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great piece on online marketing from @jaltucher jamesaltucher.com/2012/06/th⦠#marketing #Facebook $FB
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If you have not watched The Wall Street Code,a documentary about @haimbodek and HighFrequencyTrading, here is a link piped.video/watch?v=GEAGdwHXβ¦
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@LadyFOHF Interactive Brokers has a service called IBIS. This is quite good, you pay just for the market data you need
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Isn't this whole I'm an investor, you are a speculator argument just Warren Buffets way of arguing that you should pay higher taxes than him
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We are delighted at Palomar Fund to be shortlisted for the HFM Performance Awards,Best Specialist Hedge Fund of 2015
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We are delighted here at Palomar Fund to win a "Top 10 Award" from BarclayHedge for our performance in February 2016
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A reunion of the old speculators society. A real joy to meet up with @vicniederhoffer in New York.
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Why rising rates arenβt poison for stocks: on.wsj.com/1tB4qQ3 nitter.app/WSJ/status/55102012350β¦ from @WSJ
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.@RiskNetNews interview featuring @RenaudHuck and me, on the challenges facing new hedge funds risk.net/hedge-funds-review/β¦
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Ray Dalio Explains on being wrong and the Power of Not Knowing m.institutionalinvestor.com/β¦
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Check out the trailers of the upcoming Hedge Fund Lions Den by @HedgeFundsRev hflionsden.com/static/teaser⦠My fund is one of the candidates.
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This is probably the most ill informed piece on quant trading I have read in a while. thereformedbroker.com/2015/0β¦
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The Team here at Palomar are delighted to have won two awards at the Wealth&Finance Awards. wealthandfinance-intl.com/paβ¦
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An interesting piece by Aswath Damodaran on value and growth investing in Tech. aswathdamodaran.blogspot.comβ¦
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@mpauldaniels @pmarca manufacturers also hire fewer people than before due to tech like CAD, fast prototyping and out sourcing.
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Howard Marks on market liquidity. businessinsider.com/howard-mβ¦
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@WSJ He should have let Hillary Trade. en.m.wikipedia.org/wiki/Hillβ¦
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An interesting piece on the flexibility of modern factories. The invisible hand moves fast. buzzfeed.com/josephbernsteinβ¦
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Why You Should Invest With Managers Who Eat Their Own Cooking news.morningstar.com/articleβ¦
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The Fuzzy, Insane Math That's Creating So Many Billion-Dollar Tech Companies - Bloomberg Business bloomberg.com/news/articles/β¦
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@AAMCommons @RenegadeEcon Here is the full context of the Friedman quote. cooperativeindividualism.org⦠He advocated H Georges single tax on land.
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Great piece on risk by @jamessaft with a quote from my @LBS professor Elroy Dimson. cnbc.com/id/101989983
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The Poetry of the Trading Floor, Going Beyond Bears and Bulls - NYTimes.com mobile.nytimes.com/2014/04/1β¦
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@pmarca all businesses are today more efficient. Clerical work has disappeared due to tech changes and most workers are more productive.
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Great piece by @MJ_Meredith_J. The underperformance of pension consultants is interesting. aboutmjones.com/blog/2015/3/β¦ nitter.app/MJ_Meredith_J/status/5β¦"
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The Price of Oil, China, and Stock market Herding blogs.piie.com/realtime/?p=5β¦
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Great Piece by Howard Marks at Oaktree Capital. Dare to be great II. oaktreecapital.com/MemoTree/β¦ #hedgefund #investing #finance
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Ex-LTCM Partner Sees Convertible Arbitrage Risk to System bloom.bg/1HbwkIt via @business
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China Is Very, Very, Very, Very Big bv.ms/1wO7BEa by @noahpinion
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@mpauldaniels I would imagine that they subcontract out a lot of work and thus provide more employment than it would at first appear.
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Charlie Munger criticises Valeant as a conglomerate... Isn't Berkshire a conglomerate? bloomberg.com/news/articles/β¦
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"Sanctions Fallout Seen Worsening as Curve Inverts" - bloom.bg/1nGBfG1 #Russia
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Moscow has around 20k troops on Ukraine border, well below the 40k troops deployed near Ukraine in April. businessinsider.com/stocks-aβ¦
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@paststat It is a badly designed index. That is why the S&P is widely tracked, and the dow is just really discussed in the press.
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@JaffrayW @Cimmerian999 this excerpt from Education of a Speculator may be illustrative of Famas interest. books.google.co.uk/books?id=β¦
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Are the Alarmists Right That the Global Economy Is on the Brink of a Stunning Collapse? slate.me/1koYEpG
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Amusing layman's article on housing and 'Help to buy' independent.co.uk/voices/com⦠#realestate #realestatefinancing #helptosell
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A Brief History of Market Efficiency by Elroy Dimson from @lbs antiessays.com/free-essays/Aβ¦
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My Top 10 Peeves by Clifford Asness in the Financial Analysts Journal. cfapubs.org/doi/sum/10.2469/β¦ #CFA #Finance
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How to Hide Well: WWII-Era Advice From the British Special Operations Executive slate.me/1INHhvj
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@IgorGreenwald @JaffrayW @Jesse_Livermore or just add another ball every 5 mins till someone scores. :)
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Seniors spend the most on Apple products and are their most important demographic. marketwatch.com/story/applesβ¦
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We are very excited at Palomar to be shortlisted for best risk adjusted CTA<$500m for the CTA Intelligence awards bit.ly/1I6pjtu
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A good piece on Share Buybacks. @vicniederhoffer did some research on this in Practical Speculations. investorfieldguide.com/buybaβ¦
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Stan Druckenmiller Sees βMassiveβ Problem Caused by Aging - Bloomberg Business bloomberg.com/news/articles/β¦
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@John_Hempton @EmanuelDerman You guys are too negative, what is so suspicious about a 10,000% return in 10 months?
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Blackstone is now the largest owner of real estate in the world. businessinsider.com/blackstoβ¦
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New York City Opera Will Return, and Soon, Under Reorganization by Roy Niederhoffer nyti.ms/1OgRZ2m
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The most important charts on Wall Street from @businessinsider businessinsider.com/most-imp⦠The Einhorn (Chart 2) one is important to internalise
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An excellent piece. Byron Wien Discusses Lessons Learned in His First 80 Years. blackstone.com/news-views/blβ¦
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The UK election and closet capitalists. bloombergview.com/articles/2β¦
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To secure stability, treat finance and fast food alike by John Kay. johnkay.com/2013/10/23/to-se�
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I'm seeing a lot of Tesla cars around London. The designers at Porsche must love it, the only car uglier than the Porsche Panamera.
Charles Munger on Investment Management & Business ritholtz.com/blog/2012/02/a-β¦ #Warrenbuffett #Investments #Business
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No Shadow Tower by NBBJ uses algorithms to cancel out the shadows cast by skyscrapers. slate.com/blogs/the_eye/2015β¦
Why It's Impossible to Tune a Piano piped.video/1Hqm0dYKUx4
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An excellent interview with George Soros. The resistable fall of Europe. project-syndicate.org/commen⦠#soros #economics #europe #finance #italy
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David Harding from Winton interviewed by @JChatterleyCNBC. Great Interview! managed-futures-blog.attainc⦠#Hedgefunds #cta
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@pmarca historically the kind of business that would have made an entrepreneur wealthy would have employed more people than today.
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