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@qckisa

Founder & CEO, CIO. Risk management w/ derivative overlays. FinTech/SaaS. Quant developer and HFT since 1998. HPC since ‘90s. Engineer. Visual arts. Dad.

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linkhttp://www.quants.com calendar_today07-08-2011 03:06:29

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Venezuela shows the core failure of socialism. It crushes entrepreneurship while offering a false promise of security to workers, until production collapses and there is nothing left to distribute. What starts as entitlement ends in scarcity. Capitalism works, but only if wealth

Ricardo (@ric_rtp) 's Twitter Profile Photo

Jensen Huang just BROKE the most important rule in the industry. And it explains why Nvidia controls 95% of the AI chip market. Last night at CES, he unveiled Vera Rubin - the new AI supercomputer that's shipping right now. Full production started weeks ago. But here's the

Sean Feucht (@seanfeucht) 's Twitter Profile Photo

More people were killed in Iran in one week than the entire year in Gaza. Where's the outrage? Where's the media? Where's the politicians?

J.C. Parets (@allstarcharts) 's Twitter Profile Photo

If there's stress in the stock market you're going to see it in credit. Right now you're seeing the opposite of stress from credit markets. High yield spreads are the tightest they've been in almost a year trendlabs.com/credit-spreads…

If there's stress in the stock market you're going to see it in credit. Right now you're seeing the opposite of stress from credit markets. High yield spreads are the tightest they've been in almost a year trendlabs.com/credit-spreads…
Rob Anderson (@_rob_anderson) 's Twitter Profile Photo

Companies have successfully defended profit margins despite tariffs, with S&P 500 margins near record highs. The margin resilience has not come only from the mega-caps, with more than 70% of S&P 500 industries with rising gross profit margins as of Q3. Ned Davis Research

Companies have successfully defended profit margins despite tariffs, with S&amp;P 500 margins near record highs. The margin resilience has not come only from the mega-caps, with more than 70% of S&amp;P 500 industries with rising gross profit margins as of Q3. <a href="/NDR_Research/">Ned Davis Research</a>
Milton Friedman Quotes (@miltonmindset) 's Twitter Profile Photo

Milton Friedman: “Keep your eye on one thing and one thing only: how much government is spending, because that’s the true tax.” “If you’re not paying for it in the form of explicit taxes, you’re paying for it indirectly in the form of inflation or borrowing.”