I am cursed with seeing everything in numbers. Apologies in advance.
Our biggest value-add is what we don’t do.
Over the past year we’ve:
At Thanksgiving, I was asked about everything from tax loss harvesting to Bitcoin’s future. Also, “What stocks do you like?” and “Where do you think the S&P ends the year?”
Occasionally, someone will say quantitative traders are like weathermen, hiding behind probabilities so they never appear wrong. I’ve even been told “All you bean counters are too chicken to make a bold call.”