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finance

finance

this space is for my technical musings

placing high-confidence bets in mediocristan and winning

life in Mediocristan is quite enjoyable. It reminds me of Lawrence Durrell's Alexandria. The ocean is nearby, and the climate is pleasant. Never too cold, never too hot.

virtue over fortune in investing and other pastimes

since you can't help yourself, then let's use the word "virtue" for the disciplined application of your method, and the word "fortune" for the outcome of your "investments."

what we talk about when we talk about correlation

in day-to-day meetings and coffee chats, no big deal, but when it comes to making investing or hedging decisions, beware.