bdkoepke

6 ms·

1.
by bdkoepke 2y ago
If you have a perksatwork account, you can get a thinkpad with those specs for about $1.2k. During national holidays it goes for under $1k. https://www.lenovo.com/us/en/p/laptops/thinkpad/thinkpadp&#
2.
by bdkoepke 3y ago
External dedicated GPU enclosure. Turns a Thunderbolt-3 laptop into a workstation for CAD & AI workflows.
3.
by bdkoepke 4y ago
The cash sweep program at ibkr is FDIC insured up to $2.5M, plus $250k SIPC. ICS and CDARS cash sweep is FDIC insured across 2000 banks. Also consider direct buying treasuries with a segregated custodial account.
4.
Insured Deposit Sweep Programs(intrafi.com)
1 points by bdkoepke 4y ago|1 comments
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by bdkoepke 4y ago
PSA: Outside of stat arb and heavily leveraged market making with teams of PhDs, 60% annualized CAGR doesn't exist. In the real world, anything above 10% over the long-term (in-sample over 50 years), is extremely likely to be spurious
6.
by bdkoepke 5y ago
None of the retail brokers (including ibkr) do this correctly, although ibkr is probably the best for retail. Their cross-margining for futures options doesn't work (since the options are treated as "securities" and the futur
7.
by bdkoepke 7y ago
Sure, equal weight split between SPY, EFA, EEM, VNQ. 7.7% real return with 17.7% vol vs 7.1% real return with 17.1% vol. Sharpe for equal weight: 0.435; Sharpe for SPY: 0.415
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by bdkoepke 7y ago
True for strong-form EMH but not for semi-strong or weak.
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by bdkoepke 7y ago
Not necessarily true; if you got a mark on copper futures in Europe then you would expect the best American copper futures bid/ask to change fast. Updating bid/ask doesn't require trading.
10.
by bdkoepke 8y ago
Emerging and international developed markets performed extremely well last year. Part of the under-performance this year is from the US dollar rising. On an enterprise value basis the US looks more expensive than both international and emer
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by bdkoepke 9y ago
Title is misleading, "Animal spirits" is a phrase used by John Maynard Keynes to refer to exuberance. https://en.wikipedia.org/wiki/Animal_spirits_(Keynes)
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by bdkoepke 10y ago
The issue is Amazon stock is very expensive when compared with other companies. Walmart's market cap is ~250B, whereas Amazon is $350B. Amazon had $100B sales last year, Walmart had $500B. If Amazon can generate profit at the same rate
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by bdkoepke 11y ago
I agree with you completely. I said "I believe the science is still out on this" because I personally haven't found anything conclusive myself. Until I find evidence one way or the other I'm not inclined to take a strong
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by bdkoepke 11y ago
Sit-stand desk is probably the best with the information we currently have. http://healthland.time.com/2011/04/13/the-dangers-of-sitting... http://vuir.vu.edu.au/21403/1/Van_Uffelen_
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by bdkoepke 11y ago
How are you controlling for survivor bias? Unless these investors are highly leveraged, have insider information, or are simply 'lucky' (or a combination of all three) I would assume survivor bias... The best proprietary firms in
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Pseudo-Mathematics and Financial Charlatanism: Backtest Overfitting [pdf](ams.org)
2 points by bdkoepke 12y ago|0 comments
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by bdkoepke 12y ago
The direct-download url is also from lenovo. http://download.lenovo.com/pccbbs/thinkvantage_en/metroapps/...
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by bdkoepke 12y ago
I think the version in f-droid is 13.1.2. If you enable the guardian repository in f-droid that should have the 14.0.9 client which is considerably nicer. You can disable all otr if you want, or set it so you need to explicitly enable it wh
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by bdkoepke 12y ago
I personally don't use iOS so I'm not sure whether that is still an issue. They released an update for the iOS client fairly recently so you could give that a shot? The new iOS client seems like it is very nice: https:/&#x2F
20.
by bdkoepke 12y ago
I don't know why ChatSecure by the guardian project never comes up in these discussions: https://guardianproject.info/apps/chatsecure/ It uses Otr for encrypted chat, so you can use any otr client for the oth
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by bdkoepke 12y ago
I use http://camelcamelcamel.com for amazon price tracking. Does anyone know of any other websites like this with price tracking? For instance, Artificial intelligence a modern approach is $135 right now, but using this site I c
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by bdkoepke 12y ago
Perhaps encouraging narcissism would be a better way to phrase that. Our society seems to be increasingly encouraging this type of behaviour...
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by bdkoepke 12y ago
Ah, I had forgotten about Manufacturing Consent. That is an excellent documentary as well. I have the book but I haven't yet read it.
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by bdkoepke 12y ago
Brave New World is already here to some extent largely due to the work of Freud and his nephew Edward Bernays. The excellent documentary "The Century of the Self" explains this better than I ever could: https://en.wikip
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by bdkoepke 12y ago
Hmm, perhaps it is just Canada then. I thought there was stricter regulation around commodities trading in the US as well. In Canada we do have some regulation around this though (at least in some provinces: http://www.e-laws.gov
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by bdkoepke 12y ago
That isn't completely true, there are some insider trading laws that apply to commodities, in the US anyway. That is besides the point though, the fact that it is legal doesn't mean that it isn't insider trading. I was commen
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by bdkoepke 12y ago
We had a manager at BP come and present at my University a few years ago on commodity trading. When he as discussing how BP consistently outperformed the market he didn't call it insider trading directly. If I recall his words were &qu
28.
by bdkoepke 12y ago
In response to your request for a "real food soylent", There is another company called mealsquares that is planning on doing just that. I was going to sign up for the beta test but it currently isn't available in Canada. htt
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by bdkoepke 12y ago
Depends on the kind of data you are storing. Hierarchical Data Format is a scientific data format developed by the national center for supercomputing. It is specifically designed to store and organize large amounts of numeric data (includin
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by bdkoepke 12y ago
Android Auto: http://www.android.com/auto/

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